Insight and responsible investment

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Abdallah Nauphal, CEO

Investing responsibly is an essential part of managing risk.

It is not about putting specific ethical considerations ahead of other criteria when creating portfolios.

For all our client portfolios we systematically consider ESG issues within our research process: this has helped us identify significant risks, as the evidence in our annual report demonstrates.

It’s also more than exclusion. When we identify material ESG risks in a company, we will engage with management in order to better understand the issues and exert influence on behalf of our clients to encourage improvements to its practices.

We also develop our tools where publicly available data is lacking. Our climate change and sovereign sustainability indices, and our ESG questionnaires, are examples of such tools to help our analysts better understand the most relevant risks.

Some issues are too big to tackle alone. We have collaborated with other stakeholders on topics such as climate change and cyber security.

Ultimately, I believe investing responsibly means considering the long-term impact on our clients, rather than simply focusing on the short term for our business.


Insight and responsible investment

  • Insight was a founding signatory to the UN-supported Principles for Responsible Investment (PRI) in 2006, the world’s leading proponent of responsible investment. Signatories to the PRI include investment managers and asset owners with trillions of dollars of assets under management.1
  • We have been supporters of the Institutional Investors Group on Climate Change (IIGCC) and CDP (formerly known as the Carbon Disclosure Project) initiatives since our founding in 2002.
  • Insight has integrated ESG considerations into our decision-making processes for over a decade.
  • In 2019, Insight was awarded an A+ rating by the PRI for strategy and governance and our responsible investment approach to corporate and sovereign debt, as well as an A rating for our approach to securitised debt.2
  • In 2016, Insight was given Tier 1 status by the UK Financial Reporting Council, recognizing that we provide “a good quality and transparent description of [our] approach to stewardship and explanations of an alternative approach where necessary”.3
  • Insight manages ESG strategies including those with best-in-class, climate, positive impact and exclusion objectives and criteria. As of June 30, 2019 we managed more than $17bn in ESG overlay strategies.4

 

Principles for Responsible Investment (PRI) is the world’s leading advocate for responsible investment. The PRI encourages adopting ESG factors into investment and ownership decisions, and creating a sustainable financial system. The PRI is an independent organisation, funded and managed by its signatories, and backed by the United Nations Environment Programme Finance Initiative and United Nations Global Compact. For further information please visit: https://www.unpri.org/

The PRI, launched in 2006, is an independent organization that works to understand the investment implications of ESG factors and to support its international network of investor signatories in incorporating these factors into their investment and ownership decisions. More details are available at www.unpri.org/. Signatories to the PRI pay an annual fee. They are required to report annually on their responsible investment activities and they receive ratings based on their reported data. Full details of PRI reporting and assessment methodology are available at www.unpri.org/signatories/signatory-accountability/about-pri-reporting. In 2018, Insight was awarded an A+ rating by the PRI for the integration of responsible investment-related issues across corporate bond portfolios and A-ratings for our
approach to strategy and governance, sovereign, supranational and agency (SSA) and for the integration of responsible investmentrelated issues across securitized asset portfolios. Full details of Insight's ratings are available at https://www.insightinvestment.com/na/responsible-investment/pri-rating/.
The Financial Reporting Council is the UK's independent regulator responsible for promoting high quality corporate governance and reporting to foster investment. Among other activities, the FRC sets the UK Stewardship Code. To improve the quality of reporting, encourage greater transparency, and maintain the Code's credibility, the FRC assessed signatories based on the quality of their Code compliance statements. Full details are available at http://www.frc.org.uk/investors/uk-stewardship-code/uk-stewardship-codestatements

Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. As of December 31, 2018. 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. 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. Figures shown in USD. FX rates as per WM Reuters 4pm spot rates.

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.