Public sector group

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Few public entities today have the luxury of dedicating staff solely to investment management of their operating cash assets, which is why many public officials turn to the professionals at Insight.

We have a wealth of experience, over 18 years, in managing portfolios for clients in the public sector, with assets totaling $120.6bn.

Insight's PSG provides public entities' treasury staff with customized investment portfolios specifically tailored to their individual needs and objectives.

The PSG employs a team approach comprised of Insight's PSG portfolio managers, credit research analysts, US client service professionals and US distribution operations groups and supported by Insight's fixed income group globally of over 113 investment professionals with an average industry experience of 16 years.

Adding value to client portfolios

Our PSG strategy is designed to add value to clients' portfolios primarily through five steps in the active management process. For each client, we:

  • determine a duration target and select a corresponding benchmark
  • actively manage that duration within a band intended to enhance earnings while protecting the principal of the portfolio
  • allocate to sectors based on relative value modeling and fundamental analysis
  • select securities based on in-depth credit research and the security's characteristics
  • provide Government Accounting Standards Board-compliant reporting

Philosophy and approach

Since many public entities have policies and regulations that restrict them to investing in conservative fixed income securities, our philosophy of actively managing customized portfolios provides each client with the greatest opportunity to add value to their portfolio net of fees, within the investment policies, objectives and guidelines governing their investment program. This can often include:

  • preserving capital
  • providing sufficient liquidity
  • achieving a market rate of return

We believe we position clients' portfolios for future market conditions, aiming to enhance the portfolio's return in all market environments. Insight's portfolio managers have considerable experience analyzing current market conditions and projecting future conditions in order to effectively implement active investment strategies based on both.

Strategy in numbers

  • 34 US-based fixed income professionals
  • 18 years of experience within the US fixed income team
  • US$170.2bn fixed income desk assets
  • US$120.6bn in managing portfolios for public sector clients

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.*

All data as of June 30, 2019.

*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.