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Targeting a positive impact through European bonds

Targeting a positive impact through European bonds

Why a euro impact bond strategy?
The Responsible Horizons Euro Impact Bond strategy aims to be an important building block for investors who want to achieve a positive environmental and social impact alongside financial returns.
Key benefits
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Broad impact opportunities

Broad impact opportunities

Investors can fund specific projects with measurable environmental and social impacts through the significant and growing ‘use-of-proceeds' (also known as ‘impact’) bond market, assessed by Insight and verified by independent specialists

 

In addition to impact bonds, the strategy can allocate up to 25% in ‘positive’ impact issuers, broadening the financial and impact opportunity set

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Credit quality and income generation

Credit quality and income generation

Focusing on corporate debt potentially enables higher yields and income than portfolios that include sovereign issuance

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Aiming for measurable impact

Aiming for measurable impact

We aim to report on the impact the strategy has achieved against clear key performance indicators, including a breakdown of the projects associated with its investments and alignment of its holdings to the UN Sustainable Development Goals

Significant and growing impact bond opportunity1

Impact projects for green, social and sustainable bonds (% exposure) 2

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Our Responsible Horizons Euro Impact Bond strategy allows investors to utilise the unique opportunities available in public fixed income markets to achieve a transparent, diversified impact, while offering returns similar to corporate market.

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Our Responsible Horizons Euro Impact Bond strategy allows investors to utilise the unique opportunities available in public fixed income markets to achieve a transparent, diversified impact, while offering returns similar to corporate market.

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Fabien Collado, ESG Portfolio Manager
Tackling greenwashing: Insight's impact bond ratings

Insight puts impact bonds through a thorough assessment process.3

Our approach
Our Responsible Horizons Euro Impact Bond strategy aims to enable investors to make an impact in a transparent way, by exploiting both use-of-proceeds impact bonds and positive impact issuers.

≥ 75%

target investment in impact bonds

Up to 25%

target investment in positive impact issuers

Article 9

SFDR classification

Assured

'Towards sustainability' label4

Meet some of the team

Our strategy draws on expertise from Insight's European market, credit research, and responsible investment teams, including the individuals below.

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Fabien Collado, CFA

Responsible Investment - Senior Portfolio Manager

Fabien Collado, CFA

Responsible Investment - Senior Portfolio Manager

Fabien joined Insight’s Fixed Income Group in August 2021, as an ESG Portfolio Manager. Prior to joining Insight, he spent almost 12 years at AXA Investment Managers, initially as a portfolio engineer. He was then an active fixed income fund manager focussing on euro credit strategies. Latterly, he was a global buy and maintain fund manager, with an ESG focus. Fabien graduated with a Masters degree in Finance from IÉSEG School of Management. He is also a CFA charterholder.

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Lutz Engberding, CFA

Portfolio Manager

Lutz Engberding, CFA

Portfolio Manager

Lutz joined Insight in 2011. He worked as a Fixed Income Product Specialist before joining the European Fixed Income Team in February 2017. Lutz began his career in 2008 as an analyst at Merrill Lynch working in the fixed income department. He holds an MA in Economics from Homerton College, Cambridge and is a CFA charterholder.

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Rhona Cormack

Responsible Investment - Senior Specialist

Rhona Cormack

Responsible Investment - Senior Specialist

Rhona joined the Responsible Investment Team within the Fixed Income Group in November 2021 and is responsible for leading Insight’s ESG engagement activities. She focuses on researching and delivering Insight’s engagement themes, with her areas of expertise including climate change and diversity and inclusion. Prior to joining Insight, Rhona had over six years’ experience in sustainability and climate change consulting, focusing on strategy and reporting advisory services. Rhona holds an MSc in Sustainability and a BA in Geography from the University of Leeds.

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