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    Multi-asset

    Multi-asset

    Insight's flagship multi-asset strategy aims to deliver attractive returns with less volatility than equities, by applying two broad principles.

    • Access to a broad opportunity set: We combine traditional market-based sources of return and strategies less reliant on market direction in aiming to deliver consistent returns through economic cycles.
    • Dynamically managed asset allocation: We seek exposure only where we see value and swiftly switch exposures as opportunities develop.

    We bring these principles together within a multi-dimensional risk framework.

    2004

    Flagship multi-asset strategy launched

    17 years

    Team’s average industry experience1

    290

    Investment professionals globally1

    A$10.9bn

    Managed globally for the underlying Insight broad opportunities strategy2

    Insight broad opportunities strategy

    Our Insight broad opportunities strategy aims to deliver returns in excess of inflation over rolling five-year periods and aims to deliver its targeted returns with less than half of the volatility of global equities as well as demonstrating materially lower drawdowns.3

    Meet some of our team

    Our dedicated team, formed of 10 investment professionals, has an average of over 17 years’ industry experience and draws on the knowledge and expertise of Insight’s 290 investment professionals to help design its solutions.1

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    Matthew Merritt

    Head of Multi-Asset Strategy Group

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    Matthew Merritt

    Head of Multi-Asset Strategy Group

    Matthew joined Insight in September 2004 and is Head of the Multi-Asset Strategy Group.

    He joined from Citigroup where as Head of Global Equity Strategy for Smith Barney he ran a top-rated equity strategy unit. Prior to joining Citigroup in 2000 he was Managing Director, Chief Investment Strategist at ING Barings which he joined in 1996. This followed four years at NatWest Securities as a global investment strategist. He started his career at the Bank of England in 1989.

    Matthew holds an MSocSc from the University of Birmingham in Money, Banking and Finance and a BA (Hon) in Economics from Nottingham (Trent) University.

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    Steve Waddington

    Co-Deputy Head, Multi-Asset Strategy

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    Steve Waddington

    Co-Deputy Head, Multi-Asset Strategy

    Steve joined Insight in January 2008 and is a portfolio manager within our Multi-Asset Strategy Group.

    Before joining Insight, he spent five years at BT Financial Group, Australia (formerly Rothschild Australia Asset Management) where, from 2004, he was Head of External Investments, responsible for fund management and investment research. Steve started his career at Savills Commercial Ltd, where he was responsible for advising institutional and private company clients on property investment and development.

    Steve holds a BSc (Hons) in Valuation and Estate Management from the University of the West of England, Bristol and an MBA from the Australian Graduate School of Management, University of New South Wales. He also holds the Investment Management Certificate from the CFA Society of the UK and is a Chartered Surveyor.

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    Michael Ford, CFA

    Co-Deputy Head, Multi-Asset Strategy

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    Michael Ford, CFA

    Co-Deputy Head, Multi-Asset Strategy

    Michael joined Insight in November 2003 and is a portfolio manager within our Multi-Asset Strategy Group.

    Prior to joining Insight, Michael worked at Deutsche Asset Management as a graduate trainee and also within the Performance Measurement Team. Michael holds a BSc (Hon) in Economics from the University of Nottingham.

    He also holds the Investment Management Certificate from the CFA Society of the UK and is a CFA charterholder.

    Fund ratings
    Zenith

    Available on the following leading investment platforms or by using the application form in the Product Disclosure Statement (PDS): Hub 24, Netwealth, AMP North, Macquarie Wrap, BT Panorama, Praemium, One Vue, uXchange.4

    Further reading

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