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Liability-driven investment

Liability-driven investment

We are the largest LDI manager in the world.3 The ability to manage both asset and liability risks is key to managing outcome uncertainty. We provide tailored solutions to address the risks from interest rates, inflation and longevity.

£354.7bn

risk management solutions assets under management globally1

Leader

UK investment consultants have ranked Insight in first place for Overall LDI Quality for 15 consecutive years2

2004

Year Insight launched its LDI capability

#1

Insight is the largest LDI manager based on worldwide assets3

A specialist in liability-driven investing

Insight’s leadership in LDI is built on years of experience helping pension schemes of all sizes to develop and implement robust long-term funding strategies focused on their endgame objectives. Over the years we have helped our clients to evolve their approach in response to changing circumstances and market conditions.

We have long experience and expertise in managing the interest rate and inflation risks for defined benefit pension schemes in both pooled and segregated solutions.

We seek to keep our hedge management approach both efficient and cost-effective in a very dynamic market and regulatory environment.

Insight's LDI platform has risk protection mechanisms which have helped to protect our clients through stressed market events.

The next biggest risk for UK defined benefit pension schemes, after interest rates and inflation, is longevity risk.

Insight provides a platform through which small and large pension schemes can efficiently transfer longevity risk to the reinsurance market.

We have driven innovation and research into longevity risk for UK DB pension schemes for many years. Below is a range of materials focused on how best to manage longevity risk.

Integrated risk-management solutions are designed to help pension schemes reach their funding objectives with increased investment efficiency, lower governance and greater resilience.

When we partner with pension schemes to build an integrated solution, we aim to help manage the three main sources of risk: liabilities, investment returns and cashflow.

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Rethinking pensions risk management

Rethinking pensions risk management

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

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

Integrated Solutions

Insight’s quarterly LDI review and outlook

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Managing exposures through derivatives

Access a broad array of passive and active derivatives strategies to add value to your portfolio.

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Downside protection

Downside protection

Strategies can be constructed using derivatives to help protect against the impact of downturns in equity markets, while also maintaining some degree of exposure to upside movements.

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Release capital

Release capital

Derivatives require only a portion of total market exposure to be set aside initially, allowing you to gain desired exposures while leaving assets free for other purposes.

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Modify asset profiles efficiently

Modify asset profiles efficiently

Derivatives can help you adjust your assets on an ongoing basis to better reflect your liabilities more swiftly and cheaply than through trading physical assets.

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Manage overall exposure

Manage overall exposure

Derivatives can help target and modify total exposures across multiple portfolios – even if they are managed by different asset managers.

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