Integrated Solutions

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Regulatory Information and Registered Offices

Insight Investment Management (Global) Limited is authorised and regulated by the Financial Conduct Authority (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 Funds Management Limited is authorised and regulated by the Financial Conduct Authority (no. 122259). Registered in England and Wales. Registered number: 01835691. Registered office: 160 Queen Victoria Street London EC4V 4LA. VAT number GB 577 7181 95.

Insight Investment International Limited is authorised and regulated by the Financial Conduct Authority (no. 416024). Registered in England and Wales. Registered number: 03169281. 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. (Ref. No. C154503). Registered in Ireland. Registered number 581405. Registered office: Riverside Two, 43-49 Sir John Rogerson’s Quay, Dublin, D02 KV60.

Insight Investment is the corporate brand for the companies managed or administered by Insight Investment Management Limited. Insight Investment includes Insight Investment Management (Global) Limited (IIMG) and Insight Investment International Limited (IIIL), each of which provides asset management services. These companies may be referred to as ‘Insight’ or ‘Insight Investment’. In the United Kingdom the business of Insight is conducted by IIMG, Insight Investment Funds Management Limited and IIIL, which are registered in England (Nos. 00827982, 01835691 and 03169281 respectively). These companies’ registered office is at 160 Queen Victoria Street, London, EC4V 4LA. These companies are authorised and regulated by the Financial Conduct Authority. In certain European countries the services of Insight are offered by Insight Investment Management (Europe) Limited which is registered in Ireland (No. 581405) and regulated by the Central Bank of Ireland under CBI reference number C154503. In the United States the services of Insight are offered by IIIL and 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., which is regulated by the Australian Securities and Investments Commission (Licence No. 230541), and registered in Australia (ABN 69 076 812 381). Services in Australia are also carried out by IIIL and IIMGL, and each is exempt from the requirement to hold an Australian Financial Services licence in respect of the financial services it provides to wholesale investors in Australia and is authorised and regulated by the (UK) Financial Conduct Authority under UK laws, which differ from Australian laws. In Canada the services of Insight are offered by IIIL and IIMG. In Japan the services of Insight are offered by IIIL.

The Insight Investment group of companies are wholly owned subsidiaries of The Bank of New York Mellon Corporation. BNY Mellon 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 authorized 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 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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Rethinking pensions risk management

Integrated Solutions is a comprehensive investment management service which aims to help trustees achieve their funding objective with greater certainty.

Increased investment efficiency Read more Read less

Improved governance Read more Read less

Greater resilience Read more Read less

Value is added by enabling certain assets to play multiple roles and by Insight managing risk-return resilience trade-offs dynamically.

More effective decision-making and implementation is enabled through clear delegation within set parameters. This allows trustees and their advisers to focus on the more important issues.

By approaching risk management holistically and responding rapidly to unexpected shocks, we believe an integrated approach can maximise resilience to future uncertainty.

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How does Integrated Solutions work?

Integrated Solutions helps keep the focus on the trustees’ desired funding objective by focusing on two goals:

Pay all liability cashflows up to the target date
Have sufficient capital to achieve the target funding level by that future date (see Figure 1)

Figure 1: Improving your funding level with certainty¹

¹For illustration only.

Traditionally for DB pension schemes, the objectives set for the individual investment managers are defined independently to these goals. Managers run each of their component portfolios in silos, creating a disconnect between the principal and its agents.

We believe that managing investment strategy in an integrated manner, with all decisions made in the context of the trustees’ desired funding objective, can help increase the certainty of achieving that goal.

Building on market-leading expertise

Insight’s extensive expertise in fixed income and risk management enables us to offer solutions building on our interlinked capabilities.

Insight’s ranking among UK investment consultants for Overall Quality in LDI¹

Insight’s ranking among UK investment consultants for Fixed Income Overall Quality¹

£585.2bn

Assets managed by our Fixed Income Group and Financial Solutions Group²

£101.6bn

Assets managed for cashflow-aware clients²

In 2022, Insight helped the Trustee enhance what we believe is a state-of-art risk management framework for pension schemes. In years to come we expect all pension schemes will be managed this way.

Chairman of the Trustee, Affinity Water Pension Plan

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Integrated Solutions | Insight Investment

About Insight

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Important information

Rethinking pensions risk management

Integrated Solutions is a comprehensive investment management service which aims to help trustees achieve their funding objective with greater certainty.

Increased investment efficiency Read more Read less

Improved governance Read more Read less

Greater resilience Read more Read less

Figure 1: Improving your funding level with certainty¹

Building on market-leading expertise

Related materials

When is manager diversification detrimental?

Affinity Water - Integrated Solutions case study

Integrated Solutions primer

Defined benefit de-risking made simple (PLSA, May 2022)

Perspectives

Important information

Rethinking pensions risk management

Integrated Solutions is a comprehensive investment management service which aims to help trustees achieve their funding objective with greater certainty.

Increased investment efficiency Read more Read less

Improved governance Read more Read less

Greater resilience Read more Read less

Figure 1: Improving your funding level with certainty1

Building on market-leading expertise

Related materials

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Perspectives

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Figure 1: Improving your funding level with certainty¹