Segregated LDI solutions

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We have grown to become the number one ranked manager of LDI assets based on worldwide assets1. This has allowed us to gain unique experience of successfully helping the widest range of clients develop and implement robust long-term funding strategies.

We rank first for Overall LDI Quality, Overall LDI Investment Quality and Overall LDI Service Quality, based on Greenwich Associates 2019 UK Investment Consultant Research2.

WHY INSIGHT FOR SEGREGATED LDI SOLUTIONS?

'Intelligent' hedge management designed to reduce costs: we are passionate about securing for clients the benefits of what we refer to as 'intelligent' hedge management. Our goal is to ensure that client solutions remain efficient and cost-effective in a very dynamic market and regulatory environment.

Robust risk management: a strong risk management framework is central to the ability of being able to meet our clients' objectives. Insight's LDI platform has a number of risk protection mechanisms in place to help protect our clients under stressed market events.

Innovation: having been a pioneer of LDI, we are equally committed to its improvement and evolution. Our goal is to ensure that strategies remain practical, cost-efficient and highly effective. This is reflected in our extended range of solutions that now routinely include equity overlays, credit overlays, longevity protection, currency protection, enhanced liquidity management and other features that enable us to provide clients with comprehensive risk management solutions.

Partnerships for the long term: we are committed to building strong and lasting partnerships based on trust, competence and effective communication. Our skilled and experienced professionals work collaboratively with our clients and their advisers, ensuring that their strategies are tailored for their specific circumstances, and respond quickly and effectively to their changing needs.

LDI in numbers

  • 2004 Insight launched its LDI capability
  • 53 LDI investment professionals
  • £484.3bn assets managed by our Financial Solutions Group

As at 30 June 2019. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Assets managed by our fixed income and financial solutions groups include clients who have liability driven investment, fixed income and cashflow-aware strategies.

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1Source: Pensions & Investments, ‘Largest Money Managers’ survey, June 2019. Insight is ranked number one for total worldwide assets in LDI strategies as at December 31 2018.

2Source: Greenwich Associates 2018 UK Investment Consultant Research. Greenwich Quality Leader in UK Investment Management Service source: Greenwich Associates 2018 UK Institutional Investors Study.

Greenwich Associates 2018, GICF LDI-18 LDI investing. Results are based on interviews with 12 UK consultants evaluating LDI. The median (512) is the middle of those managers with five or more evaluators. Greenwich Quality Index scores for each evaluator range from 1,000=‘Excellent’ to 0=‘Poor’ with a population mean of 500. Greenwich Quality Index Overall is a composite of Investment and Service scores.

Important information

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. Past performance is not a guide to future performance.

Derivatives may be used to generate returns as well as to reduce costs and/or the overall risk of the portfolio. Using derivatives can involve a higher level of risk. A small movement in the price of an underlying investment may result in a disproportionately large movement in the price of the derivative investment.

Investments in bonds are affected by interest rates and inflation trends which may affect the value of the portfolio.

The investment manager may invest in instruments which can be difficult to sell when markets are stressed.

Where leverage is used through the use of swaps and other derivative instruments, this can increase the overall volatility. Any event that adversely affects the value of an investment would be magnified if leverage is employed by the portfolio and losses would be greater than if leverage were not employed.

A credit default swap (CDS) provides a measure of protection against defaults of debt issuers but there is no assurance their use will be effective or will have the desired result.