Broad opportunities strategy
Our global multi-asset strategy dynamically allocates across a broad opportunity set, aiming to generate a return of cash plus 4% pa1 (net of fees) over rolling five-year periods, along with materially lower volatility than equity markets.
Watch our video to learn about our approach to multi-asset investing.
Aims to deliver a smoother return path: we believe better investment outcomes are delivered by combining diversified solutions with effective risk management.
Smart, simple, effective: our differentiated investment approach is based on two key principles, access to a broad opportunity set and dynamic asset allocation. We bring these principles together within a multi-dimensional risk framework with the aim of delivering a smoother path of returns over time.
Unique and innovative blend: the strategy combines actively-managed directional risk (aiming to make money when markets go up) with actively-managed less directional sources of return (aiming to make money whether markets go up or down). By extending our investment universe to encompass traditional and alternative forms of risk premia we believe we improve the potential for more consistent return delivery as we move through a typical investment cycle.
Strong track record: our broad opportunities strategy has been running for over 10 years and has delivered its targeted return and volatility outcomes with high levels of consistency.
Managed by an experienced team: the strategy is managed by a team of 10 dedicated portfolio managers with an average of 17 years experience, using a transparent investment process.
Fund and strategy profiles
Fund and strategy updates
Multi-asset annual outlook 2018: Insight Broad Opportunities Strategy
The most immediate question on our minds is: “how long can the global economic upswing continue without invoking a material uptick in inflation expectations?”
Multi-asset monthly: Insight Broad Opportunities Strategy
The strategy generated a negative return in February. The equity component was the main driver of performance as many equity markets recorded their largest drawdown since the summer of 2015. The sell-off was triggered by extreme market moves in US volatility products.
The US market is ripe for disruption from multi-asset investing
57% of US asset owners expect to increase their roster of managers, contrasting with 20% who indicated that they intended to work with fewer in the future. This was one of the key findings from our 2017 survey of more than 260 senior US asset owners.
Insight on multi-asset
The starting point of any outcome-orientated approach to investment is a precise definition of the investment objective.
1 The targeted rates of return are hypothetical returns, and are for illustrative purposes only. Accordingly, no assumptions or comparisons should be made based upon these returns. Hypothetical returns are subject to inherent limitations. One limitation is that the returns do not take into account the impact that market and economic risks, such as defaults, pre-payments, and reinvestment rates, may have on actual trading. In no circumstances should the targeted returns be regarded as a representation, warranty or prediction that the specific deal will reflect any particular performance or that it will achieve or is likely to achieve any particular result or that investors will be able to avoid losses, including total losses of their investment.
Past performance is not a guide to future performance. Investment in this strategy involves substantial risk of loss. The value of investments and the income from them can fall as well as rise and are not guaranteed, investors may not get back the original amount invested.
All data as of December 31, 2017.
Insight North America LLC (INA) is a registered investment adviser under the Investment Advisers Act of 1940 and regulated by the US Securities and Exchange Commission. INA is part of “Insight” or “Insight Investment”, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited, Insight Investment International Limited, Cutwater Asset Management Corp., and Cutwater Investor Services corp. Insight’s assets under management are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis. Advisory services referenced herein are available in the US only through INA.
The views herein represent the opinions of Insight and are subject to change based on subsequent developments. They are not intended as investment advice or to predict or depict the performance of any investment. The material contained herein is not intended to provide, and should not be relied on for, investment, accounting or legal tax advice. Further, this material does not constitute a recommendation to buy, sell or hold any security. No offer or solicitation for the sale of any security or financial instrument is made hereby.
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