Broad opportunities strategy
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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
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 September 30, 2017. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.
Insight is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, amongst others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC), Cutwater Investor Services Corp (CISC) and Insight North America LLC (INA), each of which provides asset management services.
INA, CISC and CAMC are investment advisers registered with the Securities and Exchange Commission (SEC) each with its principal place of business at 200 Park Avenue, New York, NY, 10166. PIML is an investment adviser registered with the SEC and is authorised and regulated by the Financial Conduct Authority (no. 416024). Registered in England and Wales. Registered number: 03169281. Registered office: 160 Queen Victoria Street London EC4V 4LA, UK. INA, CISC and PIML are each also registered with the CFTC as a Commodity Trading Advisor and Commodity Pool Operator and each is a member of the National Futures Association (NFA). All entities are wholly owned subsidiaries of the Bank of New York Mellon Corporation.
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