Our approach to responsible investment is underpinned by the belief that environmental, social and governance (ESG) issues are important drivers of investment value. In 2016, Insight Investment was given Tier 1 status by the Financial Reporting Council.
Additionally, in 2018, we were awarded A and A+ ratings across all relevant categories in the PRI survey, reflecting our ongoing commitment to integrating responsible investment practices across all aspects of our business.
All responsible investment disclosures and historical reports can be found in the literature library, including the latest PRI assessment and transparency reports for Insight Investment. A summary of our current ratings can be seen below:
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/.
Please note that at the time of submission Insight did not have a formal ESG integration process for the fixed income sovereign, supranational and agency (SSA) debt category and is currently in the process of developing a more formal process.
For segregated accounts Insight can apply ESG criteria to determine debt issuer suitability for inclusion in portfolios, subject to specific client guidelines and restrictions. For example, for government and SSA debt, Insight can use specific indicators such as low ESG ratings, ESG reputation red flags and ESG long-term risk flags as measures in portfolio management.
Principles for Responsible Investment (PRI) is the world’s leading advocate for responsible investment. The PRI encourages adopting environmental, social and governance (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 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.