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    Our story

    Your journey. Not ours.

    Not satisfied that client needs were being properly met by asset managers, we chose a different approach.

    We start by identifying your desired outcome, and focus on helping you maximize the certainty of achieving it.

    To do this, we:

    • direct significant resources to diagnosing the critical risks that influence your outcome
    • have developed investment tools that help you target risk exposures more precisely
    • design solutions that aim to be more resilient against uncertainty

    We offer a comprehensive range of specialized capabilities that help clients at different stages of their investment journey.

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    Insight has a reputation for high quality, outcome-oriented investment solutions and the highest standards of service.

    For a generation, Insight has partnered with clients to address the tough problems, introducing leading-edge thinking and innovation to help achieve their goals.

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    Mark Stancombe, CEO, North America

    What makes Insight different?

    Our history of shaping the solutions industry

      • Incorporated environmental, social and governance (ESG) risks in fixed income analysis and engagement to widen the risk factors considered
      • Developed the Insight business to focus on managing risk for pension plans, looking beyond simple bond exposure to develop more precise and efficient forms of liability-driven investment (LDI)
      • Pioneered use of interest rate and inflation derivative strategies to hedge liability risks, reducing the funded status volatility for pension plans
      • Developed institutional-quality absolute return fixed income strategies for wholesale market to better align client returns with their target outcomes
      • Applied ‘intelligent’ hedge management techniques to identify arbitrage opportunities between physical and derivative hedge instruments, helping clients to maintain the integrity of their hedges at a lower cost
      • Founding signatory to UN-supported Principles for Responsible Investment (PRI)
      • Introduced sophisticated pooled funds to help pension plans of all sizes to hedge interest rate and inflation risks more precisely
      • Introduced equity, credit, currency and property overlays to help clients utilize capital more efficiently to manage risk and gain market exposure
      • Launched buy-and-maintain approach to credit, helping clients meet specific yield, duration and credit quality objectives with limited turnover and transaction costs
      • Proactive and in-depth engagement with policymakers and other stakeholders led to an exemption for pension plans from clearing derivatives under major European regulations – helping plans avoid unnecessary costs and potential loss of value effectively and prudently
      • Developed proprietary system to analyse all available derivatives to support construction of efficient liability hedges, opening up more investment options for clients
      • Expanded our LDI offering by introducing pooled funds that seek to offer a liability hedge for pension plans of all sizes, expanding access to our market-leading capabilities
      • Introduced a proprietary system to analyze all available fixed income and derivative instruments to support solutions design, able to incorporate a wide range of client-specific requirements to support management of exposures across the whole portfolio

       

      • Led the market in offering access to secured finance assets: less-crowded and high quality debt investments that offer a premium above corporate debt by providing access to the specialist capabilities to unlock the complexity premium
      • First to offer a government liquidity solution using non-bank repo, providing cash investors the potential for security without compromising on liquidity and yield relative to prime money market funds – and also offering pension plans a new source of liquidity
      • Engaged extensively on issues around the transition from risk-free rates such as LIBOR, interacting with policymakers and stakeholders, seeking to ensure a viable long-term solution for the wider market and a smooth transition for our clients
      • Pioneered self-managed de-risking models to help plans replicate the characteristics of insurance risk transfer contacts without the need to pay a premium, helping them to achieve their endgame more targets with greater certainty
      • Introduced new tools to help pension plans measure and manage longevity risk
      • Helped pension plans of all sizes to manage their liquidity requirements with pooled funds focused on maturing credit investments
      • Partnered with clients to develop strategies with impact and sustainability targets to help them better integrate ESG risks in their portfolios
      • Focused on helping clients assess their liquidity needs, considering how to adapt their liquidity allocations to help maximize the certainty of achieving their target outcome
      • Introduced the industry’s first maturing fixed income benchmarks to support liquidity management using cashflow-driven investing (CDI) solutions
      • Partnered with multiple clients to manage truly integrated solutions across their plan – enabling them to holistically address more factors that influence their investment journey, use assets efficiently for multiple purposes, and balance competing needs more effectively
      • Introduced proprietary ESG ratings, incorporating multiple data sources and our analysts’ views to generate scores for over 850,000 subsidiaries for 6,500 parent entities – seeking to resolve gaps and inconsistencies in widely available ESG data, and to support it with our own expert analysis
      • Launched a major industry-wide engagement in the UK, encouraging stakeholders to respond to proposed changes to inflation measures – the proposals could have a negative impact on pensioners’ future retirement income and how pension plans hedge inflation risks

    Providing vital solutions for evolving challenges

    80%

    of the top 100 US plans are cashflow negative1

    85%

    the average funded status of US plans2

    $16trn

    global bonds trading with negative yields3

    10 years

    time over which pension plan liabilities have outgrown assets2

    See our solutions

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    Investing responsibly

    We analyze ESG issues alongside other investment risks and, where appropriate, engage with companies and governments to better understand all of the issues that affect them.

    Read more

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