Sub-advisory and intermediary
Head of North America Sub-Advisory
At Insight, a sub-advisory mandate is more than just that; it is a partnership. We are committed to developing long-term relationships with our sub-advisory clients. We firmly believe that beyond delivering investment management excellence, the key components to building a successful partnership are client service and distribution support for financial intermediaries.
Our clients engage us to manage mandates across a broad range of platforms including asset management, wealth management, insurance/annuity, and OCIO.
We also have highly skilled distribution and product specialist resources to help our financial intermediary clients achieve objectives for asset growth.
We manage a diverse range of specialized fixed income sub-advisory mandates in multiple investment vehicle formats including Mutual Funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs) and Variable Insurance Trusts (VITs).
Head of North America Sub-Advisory
Senior Product Strategist
Head of Client Service - North America