Buy and maintain
A 'smart beta' strategy designed to meet client-specific yield, duration and credit quality objectives while maintaining portfolio credit quality and avoiding unnecessary or excessive turnover and transaction costs.
Watch our video to hear Adam Mossakowski, Senior Portfolio Manager, discuss the advantage of a buy and maintain approach.
Efficiency: we believe this is a more efficient way to access fixed income market beta than a traditional index tracking approach.
Bottom-up fundamentally-driven analysis: the buy and maintian strategy focuses on bottom-up fundamentally-driven analysis that provides the basis for long-term credit investing.
Fully diversified: this strategy has fully-diversified exposure with strict issuer and sector limits.
Robust process and risk controls: the strategy's managers follow an established investment process which is monitored and overseen by an independent risk team.
Experienced and well-resourced team: the strategy is managed by an experienced team with, what we believe to be, an attractive long-term track record, supported by a research team with substantial experience in investment grade corporate and securitized sectors.
As of December 31, 2018. Assets under management (AUM) are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis.*
Fund and strategy profiles
US pension market: Review of trends in US pension and financial markets in Q4 2018 and outlook
Pension Funded Status: For many, the gains realized through most of 2018 were wiped out over December with levels flat or slightly down for the year
Fixed income snapshot desk views
Is Italy's anti-establishment government on the brink of a recession?
Sovereigns and sustainability
Fixed income investors are sharpening their focus on countries' sustainability risks. We believe effective sovereign debt investment requires in-depth analysis of ESG matters, and our proprietary model aims to help us better understand ESG risks at the country level across our portfolios.
*Insight North America (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 and Insight Investment International Limited. Advisory services referenced herein are available in the US only through INA. Figures shown in USD. FX rates as per WM Reuters 4pm spot rates.
Includes employees of Insight North America LLC (INA) and its affiliates, which provide asset management services as part of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML).
Please note: the value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.
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 and Insight Investment International Limited. 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.