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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 20222

    169

    Investment professionals in Insight’s Fixed Income Group2

    >3,000

    Issuers covered by Insight’s Prime corporate ESG ratings3

    How Insight invests responsibly

    Insight’s mission is to offer investors a different approach to achieving their investment goals; one that prioritises the certainty of meeting their chosen objectives in contrast to the traditional focus on maximising return and minimising volatility.

    We believe ESG risks can introduce additional uncertainty for investment strategies. As a result, integrating ESG issues into our investment processes, and in our dialogue with issuers and other stakeholders, can in our view have the potential to help our clients achieve their desired outcomes.

     

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    Insight was a founding signatory to the UN-supported PRI in 2006. We are committed to strive for transparency around our approach to responsible investment issues: we are a signatory to the UK Stewardship Code, the Net Zero Asset Managers initiative and the UN Global Compact, and are a supporter of the Task Force on Climate-Related Financial Disclosures (TCFD).

    The Responsible Horizons strategies build on this commitment. Our ambition for the Responsible Horizons range is to create an industry-leading range of ESG portfolios for clients that wish to place sustainability considerations at the heart of their investment allocations.

    Investors face a wide variety of terms relating to responsible investment and ESG factors, some without a standard definition. To help investors, our responsible investment glossary defines a range of key terms and initiatives.

    More details on issues related to responsible investment, including regular market insights, views from industry experts and information on Insight’s approach, are available on our responsible investment microsite.

    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 strategy and Responsible Horizons Multi-Sector Credit strategy now embed a net-zero by 2050 target. These changes include:

    • a minimum allocation to companies which are at least committed to a net-zero target
    • a carbon intensity level well below the benchmark
    • an increased minimum allocation to sustainable investments and impact bonds

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

    Investment approach
    We outline the investment approach common to the Responsible Horizons strategies in four simple steps:
    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-depth data and analysis

    Prime: the ESG ratings supporting Responsible Horizons

    • Prime corporate ESG ratings: These cover over 3,0006 investment grade, high yield and emerging market issuers.
    • Prime climate risk ratings: These cover c. 9,5006 companies, and rate issuers by both their physical and transition risks with regard to climate change.
    • Prime sovereign risk and impact ratings: These cover over 1266 countries’ sustainability performance, with separate ratings seeking to highlight their ESG risks and their alignment with the UN Sustainable Development Goals.

    More information on the Prime ratings is available here.

     

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    Insight's approach to impact bonds
    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

    Our strategies: in depth

    Meet some of our team

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    Robert Sawbridge, CFA

    Head of Responsible Investment

    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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    David McNeil

    Head of Responsible Investment Research and Innovation

    David McNeil

    Head of Responsible Investment Research and Innovation

    David joined the Responsible Investment Team within the Fixed Income Group in August 2022, responsible for leading Insight’s responsible investment research activities. David joined from Fitch, where he was Head of Climate Risk. Before this, he held various sustainability consulting/investment analysis roles with S&P Trucost and ICF International. David holds an MA (Hons) in Central and East European Studies from University of Glasgow and an MSc in Ecological Economics from University of Edinburgh.

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    Fabien Collado, CFA

    ESG Portfolio Manager

    Fabien Collado, CFA

    ESG 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

    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

    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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    Simon Cooke, CFA

    Portfolio Manager, Emerging Market Fixed Income

    Simon Cooke, CFA

    Portfolio Manager, Emerging Market Fixed Income

    Simon is an emerging market corporate debt Portfolio Manager in the Emerging Market Debt Team, with a particular focus on responsible investment and high yield.  He is lead portfolio manager for Insight’s environmental, social and governance (ESG) strategies in emerging markets and global high yield, and a portfolio manager on other emerging market corporate strategies. Simon joined Insight Investment in 2011 as a Credit Analyst, spending six years covering high yield and emerging markets before moving to the Emerging Market Debt Team in 2017. He began his career in audit and corporate finance at Grant Thornton. Simon holds a BA in history from Durham University, is a Chartered Accountant and CFA charterholder.

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    Sheena Schyma

    ESG Investment Specialist

    Sheena Schyma

    ESG Investment Specialist

    Sheena is an ESG Investment Specialist within Insight’s Client Solutions Group. She joined Insight in June 2023 from BlackRock, where she spent over a decade in numerous roles as Deputy Chief Operating Officer for the Sustainable Investing Team, in strategy and reporting for Sustainable Investing and Corporate Sustainability, business management and product-capital markets tax in Finance. Prior to BlackRock, Sheena was a tax consultant at EY for six years. Sheena graduated with a BSc (Hons) in Geography from University College London and holds a Post-Graduate Certificate in Sustainable Business from the University of Cambridge. She is currently pursuing a part-time Masters in Sustainability Leadership from the University of Cambridge. Sheena is a chartered accountant with the Institute of Chartered Accountants Scotland (ICAS) and holds the CFA Institute Certificate in ESG Investing.

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    Rhona Cormack

    Senior Stewardship Analyst

    Rhona Cormack

    Senior Stewardship Analyst

    Rhona joined the Responsible Investment Team within the Fixed Income Group in November 2021, responsible for leading Insight’s ESG engagement activities. Prior to Insight, Rhona was a Manager in the Climate Change and Sustainability Services at EY and, before this, an Environmental Scientist at RPS, providing sustainability and energy consultancy to their customers. Rhona holds an MSc in Sustainability and a BA in Geography from the University of Leeds. She also holds the Certificate in ESG Investing from the CFA Institute and the ISO 14001 Lead Auditor certification from the IEMA.

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    Ruth Hannigan

    Portfolio ESG Analyst

    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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