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    Return generation

    Our active fixed income and multi-asset solutions seek to help you achieve your desired outcome with greater certainty.

    Fixed income

    Our fixed income strategies help you deliver an outcome, not just beat an index benchmark.

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    Thinking beyond benchmarks: We avoid being held captive by benchmarks, looking instead to the full investment universe covered by our global fixed income team.

    Extracting value from complexity: We are experts in originating, structuring and negotiating deals in specialist markets, and can unlock the ‘complexity premium’ available in less traditional assets.

    Scaling risk exposure precisely: Our proprietary risk exposure frameworks, such as our Units of Risk approach, and our extensive risk management capabilities help us to precisely target well-rewarded alpha opportunities across all fixed income and currency markets.

    Our active fixed income strategies reference traditional market benchmarks – but are never captive to them. We look beyond indices to aim for reliable outperformance to target specific outcomes.

    Many of our strategies can also be customized to help you better meet multiple needs.

    Examples include:

    • our core plus and select income strategies search for sustainable sources of income and inefficiencies to exploit across the full fixed income and credit universe (see our factsheets for more details)
    • custom active credit portfolios can use blended benchmarks that reflect your liability profile to help reduce the mismatch risk between your assets and liabilities, as well as generate returns

    For public entities, our Public Sector Group provides custom active credit portfolios tailored to their specific needs.

    Our customized strategies are designed to deliver your target outcomes, and are not managed against traditional market benchmarks.

    We can help you construct a tailored portfolio incorporating investment grade, high yield and/or other segments of the fixed income universe, such as emerging marketdebt and secured finance, in order to target your desired outcome.

    Examples include:

    • ultra-short duration structured credit can help investors maximize value within their liquidity allocation
    • custom ‘buy and maintain’ credit can help you meet your cashflow needs
    • secured finance specialist strategies aim to unlock a ‘complexity premium’ and higher cashflow certainty from secured investments through manager skill

    Further fixed income reading

    Multi-asset

    Our multi-asset strategy aims to deliver attractive returns with less volatility than equities, by applying two broad principles.

    • Access to a broad opportunity set: We combine traditional market-based sources of return and strategies less reliant on market direction in aiming to deliver consistent returns through economic cycles.
    • Dynamically managed asset allocation: We seek exposure only where we see value and swiftly switch exposures as opportunities develop.

    We bring these principles together within a multi-dimensional risk framework.

    

    Further multi-asset reading

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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.

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    Meet some of our team

    Insight’s global team of over 230 investment professionals, including fixed income and multi-asset specialists with wide-ranging expertise, have long experience in delivering innovative alpha generation solutions1.

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    Gautam Khanna, CFA, CPA

    Senior Portfolio Manager

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    Gautam Khanna, CFA, CPA

    Senior Portfolio Manager

    Gautam joined Insight's Fixed Income Group as a senior portfolio manager in 2003 (via predecessor company, Cutwater Asset Management). Gautam leads the management of Insight's flagship US core, core plus, select income and high yield strategies, and chairs the weekly US Portfolio Strategy Meeting.

    Prior to Cutwater, Gautam was a member of the high yield team at Times Square Capital Management, where he focused on credit management for CBOs as well as high yield total return accounts. Gautam is a member of the New York Society of Security Analysts.

    He holds a BS (Hons) from the Rochester Institute of Technology and an MBA degree (with distinction) from Cornell University. He is also a CFA charterholder and is a Certified Public Accountant (CPA).

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    Andrew Catalan, CFA

    Head of Long Duration

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    Andrew Catalan, CFA

    Head of Long Duration

    Andrew is based in Insight’s New York office and is a senior portfolio manager specializing in liability-related investment solutions for clients. He joined Insight in May 2018 as a result of the transfer of Standish’s LDI team to Insight. At Standish, he was Managing Director & Senior Portfolio Manager responsible for overseeing the liability-driven investing group. His background at Standish from 2001 included global credit analyst responsibilities and subsequently Head of Credit Research.

    Andrew has held several positions across BNY Mellon affiliates, including high yield research analyst at The Boston Company and manager of strategic planning and business development for the asset management group. He also worked at Liberty Mutual in strategic planning and Bank of New England and Shawmut National as a corporate lending officer.

    He has a MSF from Boston College, a MBA from Suffolk University, a BS from Bentley University and is also a CFA charterholder.

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    Erin Spalsbury, CFA

    Senior Portfolio Manager

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    Erin Spalsbury, CFA

    Senior Portfolio Manager

    Erin joined Insight’s Fixed Income Group in August 2019 as a Senior Portfolio Manager responsible for managing credit portfolios, including long duration and customized bond solutions.

    She previously worked at Conning, Inc. as a fixed income portfolio manager, where she managed credit liability-driven portfolios for pension and insurance clients. Prior to Conning, Erin worked at JP Morgan Asset Management as a fixed income portfolio manager, where she managed credit/customized portfolios for a full range of clients with a focus on pensions, and also handled credit trading.

    Erin holds a BA in Economics/Mathematics from Boston University, and is also a CFA charterholder.

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    Shaheer Guirguis, CFA

    Head of Secured Finance

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    Shaheer Guirguis, CFA

    Head of Secured Finance

    Shaheer joined the Fixed Income Group at Insight in September 2007 and is the head of the Secured Finance Team which is responsible for lending in the secured finance market and investments in the global structured credit markets. Shaheer is lead portfolio manager for the Insight Libor Plus Fund, the Secured Finance Fund, as well as a number of segregated accounts.

    In July 2016, Shaheer relocated to New York to oversee the growth in capability within the US structured credit and secured finance markets. He began his career at Gulf International Bank (formerly Saudi International Bank) in 2000 where he held various positions, initially as a market risk analyst, then an investment analyst before his appointment as a fixed income portfolio manager in 2007.

    Shaheer holds a BSc (Hons) in Economics from the University of Surrey, an MSc in Finance from the University of Durham as well as being a CFA charterholder.

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    Matthew Merritt

    Head of Multi-Asset Strategy Group

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    Matthew Merritt

    Head of Multi-Asset Strategy Group

    Matthew joined Insight as Head of Strategy in September 2004. In November 2009 he was appointed Head of the Multi-Asset Strategy Group following the merger of Insight's Investment Strategy Unit and Multi-Asset Group.

    He joined from Citigroup where as Head of Global Equity Strategy for Smith Barney he ran a top-rated equity strategy unit. Prior to joining Citigroup in 2000 he was Managing Director, Chief Investment Strategist at ING Barings which he joined in 1996. This followed four years at NatWest Securities as a global investment strategist. He started his career at the Bank of England in 1989.

    Matthew holds an MSocSc from the University of Birmingham in Money, Banking and Finance and a BA (Hon) in Economics from Nottingham (Trent) University.

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