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    Targeting a positive impact through European bonds

    Targeting a positive impact through European bonds

    Why a Euro Impact Bond strategy?
    The Responsible Horizons Euro Impact Bond strategy aims to be an important building block for investors who want to achieve a positive environmental and social impact alongside financial returns.
    Key benefits
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    Broad impact opportunities

    Broad impact opportunities

    Investors can fund specific projects with measurable environmental and social impacts through the significant and growing ‘use-of-proceeds' (also known as ‘impact’) bond market, assessed by Insight and verified by independent specialists

     

    In addition to impact bonds, the strategy can allocate up to 25% in ‘positive’ impact issuers, broadening the financial and impact opportunity set

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    Credit quality and income generation

    Credit quality and income generation

    Focusing on corporate debt potentially enables higher yields and income than portfolios that include sovereign issuance

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    Aiming for measurable impact

    Aiming for measurable impact

    We aim to report on the impact the strategy has achieved against clear key performance indicators, including a breakdown of the projects associated with its investments and alignment of its holdings to the UN Sustainable Development Goals

    Significant and growing impact bond opportunity1

    Impact projects for green, social and sustainable bonds (% exposure) 2

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    Our Responsible Horizons Euro Impact strategy allows investors to utilise the unique opportunities available in public fixed income markets to achieve a transparent, diversified impact, while offering returns similar to corporate market.

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    Whether considering the potential scale of impact investing, or the broad scope for positive change, emerging markets (EM) arguably offer an unparalleled opportunity for investors seeking to make an impact.

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    Fabien Collado, ESG Portfolio Manager
    Tackling greenwashing: Insight's impact bond ratings
    Insight puts impact bonds through a thorough assessment process.
    Our approach
    Our Responsible Horizons Euro Impact Bond strategy aims to enable investors to make an impact in a transparent way, by exploiting both use-of-proceeds impact bonds and positive impact issuers.

    ≥ 75%

    target investment in impact bonds

    Up to 25%

    target investment in positive impact issuers

    Article 9

    SFDR classification

    Assured

    'Towards sustainability' label4

    Meet some of the team

    Our strategy draws on expertise from Insight's European market, credit research, and responsible investment teams, including the individuals below.

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    Fabien Collado, CFA

    ESG Portfolio Manager

    Fabien Collado, CFA

    ESG Portfolio Manager

    Fabien joined Insight’s Fixed Income Group in August 2021, as an ESG Portfolio Manager. Prior to joining Insight, he spent almost 12 years at AXA Investment Managers, initially as a portfolio engineer. He was then an active fixed income fund manager focussing on euro credit strategies. Latterly, he was a global buy and maintain fund manager, with an ESG focus. Fabien graduated with a Masters degree in Finance from IÉSEG School of Management. He is also a CFA charterholder.

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    Lutz Engberding, CFA

    Portfolio Manager

    Lutz Engberding, CFA

    Portfolio Manager

    Lutz joined Insight in 2011. He worked as a Fixed Income Product Specialist before joining the European Fixed Income Team in February 2017. Lutz began his career in 2008 as an analyst at Merrill Lynch working in the fixed income department. He holds an MA in Economics from Homerton College, Cambridge and is a CFA charterholder.

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    Rhona Cormack

    Senior Stewardship Analyst

    Rhona Cormack

    Senior Stewardship Analyst

    Rhona joined the Responsible Investment Team within the Fixed Income Group in November 2021, responsible for leading Insight’s ESG engagement activities. Prior to Insight, Rhona was a Manager in the Climate Change and Sustainability Services at EY and, before this, an Environmental Scientist at RPS, providing sustainability and energy consultancy to their customers. Rhona holds an MSc in Sustainability and a BA in Geography from the University of Leeds. She also holds the Certificate in ESG Investing from the CFA Institute and the ISO 14001 Lead Auditor certification from the IEMA.

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