Insight’s flagship multi-asset approach, the Insight broad opportunities strategy, dynamically invests across a wide range of asset classes.
The strategy seeks to generate long-term capital growth through a dynamic asset allocation strategy involving several asset classes (including equities, fixed income securities as well as commodities and property), primarily through an investment in financial derivative instruments, direct holdings and collective investment schemes.
ESG considerations arise indirectly through actively managed fixed income pooled funds managed by Insight that the strategy may have exposure to. ESG considerations are a key element of the research process underlying fundamental corporate bond evaluation processes. Financial derivatives employed in the strategy provide indirect exposure to broad market indices within equities, fixed income, commodity and currency, resulting in no direct ESG considerations for the majority of the portfolio.
As part of its real assets exposure, the strategy invests in listed closed-end investment companies with a focus on cash generative investments in social infrastructure, renewable energy and asset-backed aviation finance. We maintain regular contact with the companies as part of ongoing monitoring and portfolio management. We also vote on our shareholdings which typically cover routine matters such as adoption of reports and accounts, appointment of auditors, election of members of the board and changes to capital base.
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.
*Please read important information about Insight's data collection policies HERE before sharing your personal information with us on email.