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Please read the following important information regarding the use of this section of the website. This Important Information should be read alongside, and is in addition to, the Legal Terms and Conditions (accessible by clicking on the 'Terms and Privacy' link at the bottom of each page of the website).

You can progress to your chosen area of this website by accepting this disclaimer. By clicking 'Accept' you confirm that you have read and accepted this Important Information for use of this section of the website and the Legal Terms and Conditions in their entirety (each as amended from time to time). If you do not agree to this Important Information or the Legal Terms and Conditions you must not use this section of the website.

This section of the website contains information on funds and services that may be sold, offered or delivered in the UK only. The information in this section of the website does not constitute either an offer to sell, a solicitation, or an offer to buy in a country in which this type of offer or solicitation is unlawful, or in which a person making such an offer or solicitation does not hold the necessary authorisation to do so. It is also not directed at investors, in those cases where the law prohibits this type of offer or solicitation from being made. Any applications or requests for further information received from persons not resident in a jurisdiction where the fund for which they are applying (or in respect of which they are seeking information) is registered, may be refused at Insight's discretion.

Information on the pages in this section of the website may not be suitable for all investors. Part of this section of the website contains products that are suitable for professional and institutional investors only. It is important that you do not rely upon the content of this website for investment decisions. Please contact a financial adviser before making any investment or financial decisions.

Important Disclosures

Opinions expressed whether in general, on the performance of individual funds, or in a wider economic context, represent the views of the contributor at the time of preparation. They are subject to change and should not be interpreted as investment advice.

Past performance is not a guide to future performance.  The value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Investment involves risk, including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved.

If you are in doubt about the suitability of an investment, please contact your financial adviser.

For investors in the United Kingdom (UK): Insight’s Ireland domiciled UCITS funds are authorised overseas but not in the UK. The Financial Ombudsman Service is unlikely to be able to consider complaints related to the Fund, its sub-funds, its operator or its depositary where relevant. Any claims for losses relating to the operator and the depositary of the Fund are unlikely to be covered under the Financial Services Compensation Scheme. A prospective investor should consider getting financial advice before deciding to invest and should see the Fund prospectus for more information.

Regulatory Information and Registered Offices

Insight Investment Management (Global) Limited is authorised and regulated by the Financial Conduct Authority (FCA) (Firm reference no. 119308). Registered in England and Wales. Registered number: 00827982. Registered office: 160 Queen Victoria Street London EC4V 4LA. VAT number GB 577 7181 95.

Insight Investment Management (Europe) Limited is authorised and regulated by the Central Bank of Ireland (CBI). (Ref. No. C154503). Registered in Ireland. Registered number 581405. Registered office: The Shipping Office, 20-26 Sir John Rogerson’s Quay, Dublin 2, D02 Y049.

Insight Investment Australia Pty Ltd. is regulated by the Australian Securities and Investments Commission (Licence No. 230541) and registered in Australia (ABN 69 076 812 381). Insight Investment Australia Pty Ltd located at Level 2, 1-7 Bligh Street, Sydney, NSW 2000.

Insight Investment is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Insight Investment Management (Europe) Limited, Insight Investment Australia Pty Ltd, and Insight North America LLC (INA), each of which provides asset management services. This group of companies may be referred to as 'Insight' or 'Insight Investment'. In the United Kingdom the business of Insight is conducted by IIMG. In certain European countries, the services of Insight are offered by Insight Investment Management (Europe) Limited. In the United States the services of Insight are offered by Insight North America LLC (INA), under the brand name Insight Investment. In Australia the business of Insight is conducted by Insight Investment Australia Pty Ltd. Investment management services in Australia are carried out by IIMG, which is exempt from the requirement to hold an Australian Financial Services licence in respect of the financial services it provides to wholesale clients in Australia under applicable relief available to foreign financial services providers, and is authorised and regulated by the UK Financial Conduct Authority. The financial services provided by IIMG are regulated under UK laws, which differ from Australian laws. In Canada the services of Insight are offered by IIMG.

The Insight Investment group of companies are wholly owned subsidiaries of The Bank of New York Mellon Corporation. BNY is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally. Products and services may be provided under various brand names and in various countries by subsidiaries, affiliates and joint ventures of The Bank of New York Mellon Corporation where authorised and regulated as required within each jurisdiction. Unless you are notified to the contrary, the products and services mentioned are not insured by the FDIC (or by any governmental entity) and are not guaranteed by or obligations of The Bank of New York Mellon Corporation or any of its affiliates. The Bank of New York Mellon Corporation assumes no responsibility for the accuracy or completeness of the above data and disclaims all expressed or implied warranties in connection therewith.
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Investment training for pension trustees and institutional investors

Investment training

Are you maximising the return on your cash holdings?

Compare the return on your current cash holdings with the indicative yield of an Insight Liquidity Fund and see the potential earnings difference based on the assumptions used in this calculator.

Please select currency
Please enter whole numbers only
Enter up to two decimal places

Important Information: This calculator is provided for illustrative purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any investment. The figures and results generated are hypothetical and are based on assumptions, including the information entered by the user and illustrative yield and earnings differentials. Actual outcomes may differ and may be affected by factors including fees, taxes, investor-specific circumstances and currency movements. The calculator is designed to illustrate the potential difference in earnings between a cash balance and selected Insight liquidity funds over a one-year period. The figures shown are illustrative only and should not be relied upon as a forecast, projection or guarantee of future performance or returns. Illustrative earnings are calculated by applying the illustrative yield differential to the cash balance entered over a one-year period and do not reflect compounding, reinvestment of income or changes in yields during the period. Illustrative yields and earnings shown are indicative, may change and are not guaranteed. Past or current yields are not a reliable indicator of future returns. Illustrative earnings are hypothetical, based on the assumptions used in the calculator, and should not be relied upon as a forecast or guarantee of future outcomes. Unless otherwise stated, the yields used in the calculations are shown gross of applicable fees and expenses. The calculator is based on selected Insight LVNAV liquidity funds in GBP, EUR and USD. These funds have been chosen because they are designed as short-term money market funds with a focus on liquidity and capital preservation. Other Insight liquidity products, including VNAV funds, have not been included in the analysis. Different fund selections may produce different results. Before making any investment decision, investors should consider the relevant fund documentation and seek independent professional advice where appropriate.

Build confidence in today’s complex markets with training that explains the “why”, the “what”, and the “so what” for pension scheme outcomes - covering LDI, fixed income, liquidity and risk management.

Our investment training programme is designed to deepen investment understanding and support pension scheme objectives through clear, practical education delivered by experienced specialists.

Upcoming training sessions:

Request a bespoke training session

You can learn in the format that suits you best:

  • Two in-person training seminars each year, held in our offices in London
  • Regional consultant masterclasses aimed at junior investment consultants covering LDI and fixed income (basic and intermediate levels offered)
  • Ad-hoc trustee sessions tailored to your scheme’s priorities
  • On-demand video and webinar resources aligned to our learning pathways, so you can build and deepen your knowledge at your own pace
  • A glossary to help demystify key investment terms

Learning pathways for trustees

Our training credentials

179

attendees from 118 pension schemes in 2025 and 20261

17

years we have been running investment training2

200

consultants attended our Masterclasses across six regions in 2025

100%

of delegates would recommend our investment training and consultant materclasses3

1Delegate attendance for 2025 and 2026.

2We started running investment training sessions in 2012

3Over the period from January 2014 to end December 2025, 100% of attendee feedback rated the seminars as good or excellent and stated that they would recommend the events.

Frequently asked questions

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