Buy and maintain

Contact Us

Call our team on +1 212 527 1800

or email Institutional North America

Please read important information about Insight's data collection policies HERE before sharing your personal information with us on email.

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.

Potential benefits

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.

Strategy in numbers

  • 2009 flagship strategy launched
  • 34 US-based fixed income professionals
  • 49 members of the global credit research function
  • US$170.2bn fixed income desk assets
  • US$39.5bn total strategy AUM

As of June 30, 2019. 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

Market updates

Recent thinking

*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.