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Responsible Horizons

Responsible Horizons

Insight’s Responsible Horizons strategies are specifically designed for investors seeking responsible investment outcomes.

A leader in responsible investment and fixed income

2006

Founding signatory to PRI1

>140

Number of ESG-focused engagements in 20232

183

Investment professionals in Insight’s Fixed Income Group2

>3,100

Issuers covered by Insight’s Prime corporate ESG ratings3

Insight seeks to help our clients achieve their desired outcomes and to reflect their priorities. This lies at the heart of our approach to responsible investment.

We assess and identify, and take responsibility for managing, factors we deem to be financially material (including, but not limited to, sustainability and governance factors) whilst also reflecting client sustainability preferences. Financially material sustainability risks can be ‘direct’ in that they are identifiable, can be more straightforward to quantify, and typically occur over the nearer term, such as pollution fines or product safety issues. They can also be ‘indirect’ and may have multiple pathways to financial relevance; quantification is more complex as they typically stem from broader issues that impact the whole economy over the long term. Examples are extreme heat and water scarcity.

To read more, please visit our responsible investment microsite.

 

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Responsible Horizons strategy criteria
The Responsible Horizons strategy range aims to help investors achieve two key goals: an investment portfolio that aligns with both future financial targets and sustainability goals. Click on each number to learn more:

The Responsible Horizons Euro Corporate Bond, Responsible Horizons UK Corporate Bond, Responsible Horizons Multi-Sector Credit and Responsible Horizons Buy and Maintain Bond strategies now embed a net-zero by 2050 target.

These changes include:

  • a minimum allocation to companies that are at least committed to achieving a net-zero target, with this minimum allocation increasing over time; and
  • a carbon intensity level below a set amount (either a specified level or a benchmark, depending on the strategy), which will decline over time.

Investors in a specific strategy should consult the relevant documents for details of these changes.

READ: RESPONSIBLE HORIZONS - MAKE INVESTMENTS COUNT
READ ABOUT THE RESPONSIBLE HORIZONS EXCLUSIONS: IN-DEPTH
Overview of our responsible investment capabilities

Insight’s extensive experience and expertise in responsible investment, in-depth data and analysis, and proactive engagement with issuers all play an integral role in the management of the Responsible Horizons strategies.

Insight's approach to impact bonds
Insight seeks to assess impact bonds – such as green bonds – to ensure they meet our requirements. In 2024, Insight rated 536 unique impact bonds – with c.15% rated red, meaning they were excluded from our Responsible Horizons strategies.

In-depth data and analysis

Prime: the ESG ratings supporting Responsible Horizons

  • Prime corporate ESG ratings: These cover over 3,1003 investment grade, high yield and emerging market issuers.
  • Prime climate risk ratings: These cover c. 9,5003 companies, and rate issuers by both their physical and transition risks with regard to climate change.
  • Prime net zero ratings for corporates: These cover over 13,400 issuers3, each categorised as achieving, aligned, aligning, committed or not committed.
  • Prime net zero ratings for sovereigns: These cover 703 developed and emerging market issuers covering over 85% of global emissions and over 90% of global GDP, each categorised as achieving, aligned, aligning, committed or not committed.

More information on the Prime ratings is available here.

 

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Proactive engagement on ESG issues

We believe exclusions alone are not necessarily enough to pursue the best possible outcomes for investors, and this drives us to focus on engagement with issuers, which may occur through direct dialogue, group meetings, collaborative initiatives and via our counterparties.

Three reasons for engagement with issuers

  • To manage and understand ESG risks
  • To hold issuers to account
  • To achieve positive change
READ: RESPONSIBLE HORIZONS - MAKE INVESTMENTS COUNT

Our strategies: in depth

Meet some of our team

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Robert Sawbridge, CFA

Head of Responsible Investment

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Robert Sawbridge, CFA

Head of Responsible Investment

Robert is responsible for overseeing the responsible investment programme at Insight across all asset classes and investment teams. He joined Insight in 2008 and has held numerous roles across Insight’s investment teams including solutions design, credit analysis and portfolio management. Most recently, he was the manager of our flagship Euro sustainable strategy before being appointed Head of Responsible Investment Solutions in 2020 and Head of Responsible Investment in 2022. Robert graduated with a BA (Hons) in Modern History from Oxford University and a Post-Graduate Diploma in Accounting and Finance from the London School of Economics. He also holds the Investment Management Certificate from the CFA Society of the UK and is a CFA charterholder.

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Fabien Collado, CFA

Responsible Investment - Senior Portfolio Manager

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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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Adam Whiteley, CFA

Head of Global Credit

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Adam Whiteley, CFA

Head of Global Credit

Adam joined Insight in September 2007 as a Credit Analyst in the Fixed Income Group before becoming a Credit Portfolio Manager at the end of 2008 and in 2022 was promoted to Head of Global Credit. He is lead manager for global and multi-sector credit strategies as well as being a core part of the team, managing global aggregate strategies. Adam graduated with a BSc (Hons) degree in Economics from Nottingham University. He holds the Investment Management Certificate from the CFA Society of the UK and is also a CFA charterholder.

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Lutz Engberding, CFA

Portfolio Manager

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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 – Stewardship Lead

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Rhona Cormack

Responsible Investment – Stewardship Lead

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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Ruth Hannigan

Portfolio ESG Analyst

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Ruth Hannigan

Portfolio ESG Analyst

Ruth joined Insight’s Fixed Income Group in May 2022 as a Portfolio ESG Analyst for strategic credit portfolios. Prior to Insight, Ruth was an ESG Policy Analyst with Minerva Analytics, responsible for ESG screening, analysis, evaluation and scoring. Ruth graduated from Trinity College Dublin University with a BA in Sociology and Social Policy and an MSc in International Politics. Ruth holds the CFA Institute Certificate in ESG Investing.

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