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This section of the website contains information on funds and services that may be sold, offered or delivered in Australia only. The information in this section of the website does not constitute either an offer to sell; a solicitation; or an offer to buy in a country in which this type of offer or solicitation is unlawful, or in which a person making such an offer or solicitation does not hold the necessary authorisation to do so. It is also not directed at investors, in those cases where the law prohibits this type of offer or solicitation from being made. Any applications or requests for further information received from persons not resident in a jurisdiction where the fund for which they are applying (or in respect of which they are seeking information) is registered, may be refused at Insight's discretion.
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Opinions expressed whether in general, on the performance of individual funds, or in a wider economic context, represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice, which Insight Investment is not authorised to give.
Past performance is not a guide to future performance. The value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Investment involves risk, including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved.
If you are in doubt about the suitability of an investment, please contact your financial adviser.
Regulatory Information and Registered Offices
Insight Investment Management (Global) Limited is authorised and regulated by the Financial Conduct Authority (no. 119308). Registered in England and Wales . Registered number: 00827982. Registered office: 160 Queen Victoria Street London EC4V 4LA.
Insight Investment Funds Management Limited is authorised and regulated by the Financial Conduct Authority (no. 122259). Registered in England and Wales. Registered number: 01835691. Registered office: 160 Queen Victoria Street London EC4V 4LA. VAT number GB 577 7181 95.
Insight Investment International Limited 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.
Insight Investment is the corporate brand for the companies managed or administered by Insight Investment Management Limited. Insight Investment includes Insight Investment Management (Global) Limited (IIMG) and Insight Investment International Limited (IIIL), each of which provides asset management services. These companies may be referred to as ‘Insight’ or ‘Insight Investment’. In the United Kingdom the business of Insight is conducted by IIMG, Insight Investment Funds Management Limited and IIIL, which are registered in England (Nos. 00827982, 01835691 and 03169281 respectively). These companies’ registered office is 160 Queen Victoria Street, London, EC4V 4LA. These companies are authorised and regulated by the Financial Conduct Authority. In the United States the services of Insight are offered by IIIL and Insight North America LLC (INA), under the brand name Insight Investment. In Australia the business of Insight is conducted by Insight Investment Australia Pty Ltd., which is regulated by the Australian Securities and Investments Commission (Licence No. 230541), and registered in Australia (ABN 69 076 812 381). Services in Australia are also carried out by IIIL and IIMGL, and each is exempt from the requirement to hold an Australian Financial Services licence in respect of the financial services it provides to wholesale investors in Australia and is authorised and regulated by the (UK) Financial Conduct Authority under UK laws, which differ from Australian laws. In Canada the services of Insight are offered by IIIL and IIMG. In Japan the services of Insight are offered by IIIL.
The Insight Investment group of companies are wholly owned subsidiaries of The Bank of New York Mellon Corporation. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally. Products and services may be provided under various brand names and in various countries by subsidiaries, affiliates and joint ventures of The Bank of New York Mellon Corporation where authorized and regulated as required within each jurisdiction. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York Mellon Corporation or any of its affiliates. The Bank of New York Corporation assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith.
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Insight Investment Australia
Bruce joined Insight in February 2015 as Director, Australia and New Zealand to lead Insight’s business in Australasia.
Director: Australia and New Zealand
Bruce joined Insight in February 2015 as Director, Australia and New Zealand to lead Insight’s business in Australasia. Prior to Insight, Bruce was a Managing Director at BNY Mellon and has held Director positions at Macquarie Funds Management, Deutsche Asset Management and Deutsche Life where he chaired the investment committee. He is a Graduate of the Australian Institute of Company Directors.
Bruce’s career has spanned the armed services, credit analysis, audit, product development and distribution. He holds a BSc and MCom from the University of New South Wales, a Post Graduate Diploma in Management from MGSM and is a CAIA charterholder.
Rob joined Insight in January 2017 as Head of Adviser Distribution with the objective of expanding Insight’s distribution into the intermediated channel within Australia.
Head of Adviser Distribution
Prior to joining Insight, Rob was Head of Distribution at PM CAPITAL, General Manager of Strategic Advice Solutions at Perpetual, and has held both state manager and national distribution roles with Macquarie Group, Skandia and Portfolio Partners. Rob holds a graduate diploma of Financial Planning and an MBA (Exec) awarded by the Australian Graduate School of Management (UNSW and University of Sydney).
Melinda joined in May 2014 responsible for supporting the development of the firm’s Australasian distribution and client service functions.
Business Services Manager
Melinda joined Insight in May 2014 as a Business Services Manager specifically responsible for supporting the development of the firm’s Australasian distribution and client service functions. Prior to Insight, Melinda spent 10 years at ANZ Global Wealth as an Executive Assistant to the CIO. Melinda holds the Diploma in Financial Markets from the Securities Institute of Australia.
Adam joined Insight in May 2017 as a product specialist, responsible for Australian client portfolio support for Insight’s currency risk management, multi-asset and fixed income capabilities.
Adam Kibble, CAIA
Adam joined Insight in May 2017 as a product specialist, responsible for Australian client portfolio support for Insight’s currency risk management, multi-asset and fixed income capabilities. Adam brings a wealth of experience in portfolio management and product development, particularly in currency and fixed income. He spent almost 20 years at Macquarie Investment Management which included managing Macquarie’s currency overlay program from 2001 to 2007 and more recently as head of commodity funds. Adam started his investment management career at Queensland Investment Corporation as a currency and fixed income portfolio manager. Adam holds a BComm. in Finance from the University of New South Wales, Australia. He is also a CAIA charterholder.
James joined Insight in January 2013 following the acquisition of Pareto. He is a key member of the Research Team.
Deputy Head of Research, Currency Solutions
James joined Insight in January 2013 following the acquisition of Pareto. He is a key member of the Research Team providing ongoing support and development for the currency risk management product, currency alpha products as well as research and client support for the Asia-Pacific region. James originally joined the Research Team at Pareto in June 1996 after two years with Westpac Investment Management in Sydney where he headed the development of a quantitative tactical asset allocation product. Prior to entering the financial industry, James was a research scientist working in electro-optical and communications in the Australian defence industry from 1989 to 1994. He has published articles in the fields of queuing theory and optical filter design. James graduated from the University of Adelaide, South Australia with a Bachelor of Maths Science degree (with honours). He also holds a PhD in Applied Mathematics.
Chris joined Insight in January 2013, following the acquisition of Pareto. Chris, as a member of the Research Team, is responsible for developing Insight’s currency strategies and contributing to global research initiatives.
Christopher Veldman, CFA
Senior Quantitative Analyst, Currency Solutions
Chris joined Insight in January 2013, following the acquisition of Pareto. Chris, as a member of the Research Team, is responsible for developing Insight’s currency strategies and contributing to global research initiatives. He also supports the client service and business development personnel in the Asia-Pacific region. Prior to joining the Sydney office, Chris was a member of the Research Team in London where he played a pivotal role in the research and portfolio management of currency strategies. Chris graduated from the University of Cape Town with a BBusSc (Hons) in Computer Science. He also holds an MSc in International Securities Investment and Banking from the ICMA Centre, University of Reading as well as the Certificate in Quantitative Finance (CQF). Chris is also a CFA charterholder.
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