US intermediate

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Our actively-managed intermediate fixed income strategy seeks to maximize risk-adjusted excess returns with controlled volatility and has the potential to provide investors with a more stable investment option than a passively-managed moderate duration strategy.

It offers investors a diversified approach which aims to achieve risk-controlled, broad market fixed income exposure to intermediate yield curve profiles.

Potential benefits

Excess returns: the US intermediate fixed income strategy aims to maximize risk-adjusted excess returns with controlled volatility.

Management: active portfolio management is focused on bottom-up security selection and sector strategy.

Fully-diversified exposure: the average credit quality rating is AA.

Robust process and risk controls: our portfolio 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 and non-investment grade corporates and securitized assets.

Strategy in numbers

  • 2005 flagship strategy launched
  • 35 US-based fixed income professionals
  • 48 members of the global credit research function
  • US$168.3bn fixed income desk assets
  • US$160.9m total strategy AUM

As of March 31, 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.*

*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).

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.

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.