Pooled LDI solutions

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We have grown to become the world’s largest manager of LDI solutions1. Our range of pooled LDI solutions can be used to manage both the inflation and interest rate risk which impact the funding level of your pension scheme.

Watch our video to hear Joanna Howley, Head of Pooled Solutions discuss our approach.

We also offer pooled maturing bond funds, which can help meet pension payments as part of a broader cashflow-driven investment (CDI) solution.

Insight’s pooled LDI fund platform 

WHY INSIGHT FOR POOLED LDI SOLUTIONS?

Simplicity: less complex than many traditional segregated LDI solutions; pooled solutions are easy to implement and reporting is clear and concise. The funds can be combined with Insight's return-seeking funds or with those from an external manager.

Flexibility: you can isolate the specific risk to hedge - interest rate, inflation, or both - and the timing of each, select the most appropriate type and mix of funds to meet your specific needs. Our range includes partially-funded portfolios, meaning you can plan an effective hedge using only a portion of your assets, helping to maximise the value of assets free to invest for growth.

Performance: we continue to improve our solutions to deliver maximum value for our clients.

Market leader: we have grown to become one of the UK's largest managers of LDI solutions.1 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 are proud to rank first for Overall LDI Quality and Overall Investment Quality based on Greenwich Associates 2018 UK Investment Consultant Research.2

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
  • £431.9bn assets managed by our Financial Solutions Group

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Team statistics as at 30 June 2018. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients.

1Source: Pensions & Investments, ‘Largest Money Managers’ survey, June 2018. Insight is ranked number one manager of LDI assets based on worldwide assets as at 31 December 2017.

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.

These Funds meets the definition of a covered fund under Volcker regulations.

Any losses in the fund will be borne solely by investors in the fund and not by BNY Mellon (including its affiliates); therefore BNY Mellon's losses in the fund will be limited to losses attributable to the ownership interests in the fund held by BNY Mellon and any affiliate in its capacity as an investor in the fund or as beneficiary of a restricted profit interest held by BNY Mellon or any affiliate.

Ownership interests in the fund are not insured by the FDIC, are not deposits, obligations of, or endorsed or guaranteed in any way, by BNY Mellon. Neither BNY Mellon nor any of its controlled affiliates (which includes the fund's general manager/ managing partner/ investment adviser), may directly or indirectly, guarantee, assume, or otherwise insure the obligations or performance of the fund or of any other covered fund in which the fund invests.

Investors should read the fund's offering documents before investing in the fund. Information about the role of BNY Mellon, its controlled affiliates, and their employees in sponsoring or providing services to the fund are described in the Volcker Rule section of the offering documents.

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