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Insight manages a small cash holding in equities for our clients. Most of our equities exposure is through derivatives, which means we have less ability to direct and control companies through voting. We review a range of financial and non-financial factors as part of our investment strategy, and the equities team engages directly with companies where they deem it necessary.
Our voting activity relates to our equity income portfolios, and we consider factors relevant to ESG issues. Equity portfolios focus on UK issuers, where we believe there to be comparable and typically strong governance standards with sufficient regulatory oversight.
For our specialist equities funds, where we hold ownership positions1, we meet with companies to discuss investment risks and opportunities. These meetings involve a review of all salient business investment issues, including strategy, financial performance, and ESG factors where relevant.
Our investment focus is UK and European-listed entities and meetings are organised directly with companies or via their advisers.
For 2016, our engagement activities are shown in the graphic below.
Dialogue with company management
1 We note that over 90% of our holdings in these funds are via derivatives rather than shares. These funds are not available to US investors.
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, Insight Investment International Limited, Cutwater Asset Management Corp., and Cutwater Investor Services corp. 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.
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