Public Sector Group

Insight's Public Sector Group (PSG) 

Few public entities today have the luxury of dedicating staff solely to investment management of their operating cash assets, which is why many public officials turn to the professionals at Insight.

We have a wealth of experience, over 24 years, in managing portfolios for clients in the public sector, with assets totaling $108bn worldwide, of which $16bn is managed within treasury and liquidity mandates.

Insight's PSG provides public entities' treasury staff with customized investment portfolios specifically tailored to their individual needs and objectives.

The PSG employs a team approach comprised of Insight's PSG portfolio managers, global credit research analysts, US client service professionals and US distribution operations groups and supported by Insight's fixed income group globally of 99 investment professionals with an average industry experience of 17 years.

Adding value to client portfolios

Insight's PSG strategy is designed to add value to clients' portfolios primarily through five steps in the active management process. For each client, we:

- determine a duration target and select a corresponding benchmark
- actively manage that duration within a band intended to enhance earnings while protecting the principal of the portfolio
- allocate to sectors based on relative value modeling and fundamental analysis
- select securities based on in-depth credit research and the security's characteristics
- provide Government Accounting Standards Board-compliant reporting

Philosophy and approach

Since many public entities have policies and regulations that restrict them to investing in conservative fixed income securities, our philosophy of actively managing customized portfolios provides each client with the greatest opportunity to add value to their portfolio net of fees, within the investment policies, objectives and guidelines governing their investment program. This can often include:

- preserving capital
- providing sufficient liquidity
- achieving a market rate of return

We believe we position clients' portfolios for future market conditions, aiming to enhance the portfolio's return in all market environments. Insight's portfolio managers have considerable experience analyzing current market conditions and projecting future conditions in order to effectively implement active investment strategies based on both.

NEED HELP OR INFORMATION?

Call our team at
212 365 3109

Public Sector Group in Numbers

24+ years of experience

90+ fixed income investment professionals support the team

$16bn managed within treasury and liquidity mandates

$108bn in managing portfolios for public sector clients worldwide

*all data as of September 30, 2016. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Figures above bars are shown in USD. FX rates as per WM Reuters 4pm Spot Rates for the end of each period. Reflects the AUM of the Insight, which includes Insight Investment Management (Global) Limited, Pareto Investment Management Limited, Insight Investment Funds Management Limited, Cutwater Investor Services Corporation (CISC) and Cutwater Asset Management Corporation (CAMC).  CISC and CAMC are owned by BNY Mellon and operated by Insight.

Insight is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, amongst others, Insight Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC)  Cutwater Investor Services Corp (CISC) and Insight North America LLC (INA), each of which provides asset management services. 
 
INA, CISC, CAMC and PIML each provide asset management services. INA, CISC and CAMC are investment advisers registered with the Securities and Exchange Commission (SEC) each with its principal place of business at 200 Park Avenue, New York, NY, 10166.  PIML is an investment adviser registered with the SEC and is authorised and regulated by the Financial Conduct Authority (no. 416024). Registered in England and Wales. Registered number: 03169281. Registered office: 160 Queen Victoria Street London EC4V 4LA, UK. INA, CISC and PIML are each is also registered with the CFTC as a Commodity Trading Advisor and Commodity Pool Operator and each is a member of the National Futures Association (NFA).  INA is registered as an investment adviser with the SEC and with the CFTC as a Commodity Trading Advisor and is a member of the NFA.All entities are wholly owned subsidiaries of the Bank of New York Mellon Corporation.