Leading our responsible investment program

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Our responsible investment activities are overseen by the ESG Working Group1, which consists of senior managers from across the business, representing investment management, risk, human resources and communications departments.

The ESG Working Group sets, reviews and monitors the implementation of responsible investment. It focuses particularly on the following:

  • Identifying new/emerging ESG issues
  • Prioritizing issues that require further action
  • Ensuring that agreed actions are implemented.

The ESG Working Group reports twice a year to the Business Management Forum, a senior management group of Insight executives and employees chaired by Insight’s Chief Executive Officer.

Over the course of 2017, the ESG Working Group’s efforts have resulted in continued new developments, including:

  • We developed what we believe to be the investment industry’s first comprehensive ranking of how corporate fixed income issuers manage their climate change related risks and opportunities
  • We built on our wide-ranging expertise and experience of responsible investment to develop a new sustainable corporate bond strategy
  • We created a framework to help our credit analysts assess sustainable bonds.

ESG Working Group members include:

David Averre, Head of Credit Analysis

David Jamieson, Senior Market Strategist

David Chellew, Head of Marketing

Joshua Kendall, ESG Analyst

Lynne Dalgarno, Head of Human Resources

Victoria May, Head of Institutional, North America

Jonathan Eliot, Chief Risk Officer

Bonnie Smith, Product Director

Adrian Grey, Global Chief Investment Officer,
Member of the Executive Management Committee

Rory Sullivan, Responsible Investment Advisor

 

Insight’s ESG Analyst, supported by our Responsible Investment Advisor, leads the responsible investment strategy and ensures that our investment processes remain consistent with the new Responsible Investment Policy.

Responsible investment in numbers

  • A+ Rating from the PRI for strategy, governance and the integration of responsible investment-related issues across corporate bond portfolios**
  • 2006 Founding signatory to the UN-supported Principles for Responsible Investment (PRI)
  • Tier 1 Top ranking from the UK’s Financial Reporting Council, signifying “a good quality and transparent description of [our] approach to stewardship”

1 Please note: we changed the ESG Risk Working Group to ESG Working Group in July 2017.

** 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 2017, Insight was awarded an A+ rating for strategy, governance and the integration of responsible investment-related issues across corporate bond portfolios, plus an A rating for the integration of responsible investment-related issues across securitized asset portfolios. When it submitted data in 2017, Insight did not have a formal ESG integration process for the fixed income sovereign, supranational and agency (SSA) debt category and was in the process of developing a more formal process. 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 www.frc.org.uk/investors/uk-stewardship-code/uk-stewardship-code-statements.

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.