Insight's Multi-asset capabilities | Insight Investment

Insight’s approach rests on two central principles: access to a broad range of traditional and alternative investments, and the flexibility to change exposures as opportunities and risks evolve. The team is not required to maintain fixed allocations to particular asset classes and aims to invest only where it identifies the potential for a positive return.

This flexibility is combined with a multidimensional risk-management framework focused on containing downside. The purpose is not simply to maximise returns in favourable markets, but to seek a smoother path towards the strategy’s target across a wide range of market environments.

Insight seeks to diversify across asset classes and investment strategies with different economic drivers. The team can invest across traditional and alternative markets and shift exposures dynamically as its assessment of return potential, valuations and risk changes.

Risk is considered at the level of individual positions and across the portfolio as a whole. This is intended to reduce reliance on a single market direction and contain the effect of setbacks, although diversification and active risk management cannot eliminate losses or prevent several investments from falling at the same time.

Insight uses dynamic asset allocation rather than relying on a fixed long-term mix of assets. The team assesses the economic environment, including developments in growth, inflation and real interest rates, alongside asset valuations, market behaviour and the interaction between positions within the portfolio.

This allows exposures to be introduced, adjusted or removed as the balance between prospective return and risk changes. Decisions are made within the portfolio’s overall investment and risk objectives, helping the team avoid treating individual investment ideas in isolation.

Insight’s multi-asset portfolios are managed by a dedicated and experienced Multi-Asset Strategy Group. The team can also draw on the knowledge of investment professionals across Insight, including specialists in fixed income, currency, derivatives, risk management and quantitative research.

This combination gives the multi-asset team access to specialist market insights while retaining responsibility for portfolio construction and overall risk. Insight’s flagship multi-asset strategy was launched in 2004, providing a long history of applying the approach across different economic and market environments.