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or email Responsible investment
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.
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Insight is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC), Cutwater Investor Services Corp (CISC) and Insight North America LLC (INA), each of which provides asset management services.
INA, CISC and CAMC are investment advisers registered with the Securities and Exchange Commission (SEC) each with its principal place of business at 200 Park Avenue, New York, NY, 10166. PIML is an investment adviser registered with the SEC and is authorised and regulated by the Financial Conduct Authority (no. 416024). Registered in England and Wales. Registered number: 03169281. Registered office: 160 Queen Victoria Street London EC4V 4LA, UK. INA, CISC and PIML are each also registered with the CFTC as a Commodity Trading Advisor and Commodity Pool Operator and each is a member of the National Futures Association (NFA). All entities are wholly owned subsidiaries of the Bank of New York Mellon Corporation.