Insight Investment (Insight) is one of the largest global

asset management Asset management is a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets (physical objects such as buildings ...

companies, responsible for £683.0 billion of assets under management as of 30 September 2022, represented by the value of cash securities and other economic exposure managed for clients."Introducing Insight Investment"
/ref> It manages strategies which include

fixed income Fixed income refers to any type of investment under which the borrower or issuer is obliged to make payments of a fixed amount on a fixed schedule. For example, the borrower may have to pay interest at a fixed rate once a year and repay the prin ...

, liability-driven investment (LDI),

cash In economics, cash is money in the physical form of currency, such as banknotes and coins. In bookkeeping and financial accounting, cash is current assets comprising currency or currency equivalents that can be accessed immediately or near-imm ...

absolute return The absolute return or simply return is a measure of the gain or loss on an investment portfolio expressed as a percentage of invested capital. The adjective "absolute" is used to stress the distinction with the relative return measures often use ...

, multi-asset, and equities. Insight is a subsidiary of

The Bank of New York Mellon The Bank of New York Mellon Corporation, commonly known as BNY Mellon, is an American investment banking services holding company headquartered in New York City. BNY Mellon was formed from the merger of The Bank of New York and the Mellon Financ ...

, a multinational financial services corporation. The UK banking group

HBOS HBOS plc was a banking and insurance company in the United Kingdom, a wholly owned subsidiary of the Lloyds Banking Group, having been taken over in January 2009. It was the holding company for Bank of Scotland plc, which operated the Bank ...

formed Insight Investment in 2002 by merging its asset management arms, which included

Clerical Medical Clerical Medical is a British life assurance, pensions and investments company founded in 1824, and a subsidiary of Lloyds Banking Group. History In 1824, Dr George Pinckard formed a committee of physicians and members of the clergy which publis ...

Investment Management."Insight finds success in total returns"
"

Investment Week ''Investment Week'' is an investment Investment is the dedication of money to purchase of an asset to attain an increase in value over a period of time. Investment requires a sacrifice of some present asset, such as time, money, or effort. ...

", London, 11 June 2007. Retrieved on 25 April 2012. In 2003, Insight Investment acquired Rothschild Asset Management, which specialised in fixed income investments."Insight buys Rothschild Asset Management"
''

Money Marketing Money Marketing' is a monthly magazine for financial intermediaries in the United Kingdom. The team of journalists work across print publication and online to deliver a combination of breaking news, analysis, opinion, podcasts and videos to their ...

'', London, 4 December 2002. Retrieved on 25 April 2012. In 2009, BNY Mellon acquired Insight from

Lloyds Banking Group Lloyds Banking Group is a British financial institution formed through the acquisition of HBOS by Lloyds TSB in 2009. It is one of the UK's largest financial services organisations, with 30 million customers and 65,000 employees. Lloyds Bank w ...

, which formally acquired

earlier that year."The Bank of New York Mellon to Acquire Insight Investment Management Limited"
Press release from

, New York and London, 12 August 2009. Retrieved on 25 April 2012."FSA approves Lloyds TSB's proposed acquisition of HBOS"
Press release from

Lloyds TSB Lloyds Bank plc is a British retail and commercial bank with branches across England and Wales. It has traditionally been considered one of the " Big Four" clearing banks. Lloyds Bank is the largest retail bank in Britain, and has an exten ...

, London, 10 December 2008. Retrieved on 25 April 2012. In 2013, Insight merged with Pareto Investment Management, a currency risk manager."Insight Investment Management joins forces with Pareto"
" Investment Europe", London, 2 January 2013. Retrieved on 3 January 2013. In early 2015, BNY Mellon acquired US-based fixed income and solutions specialist Cutwater Asset Management."BNY Mellon Acquires Cutwater Asset Management"
, Press release from

, New York and London, 5 January 2015. Retrieved on 22 May 2015."BNY Mellon acquires fixed income specialist"
" FT Adviser", London, 6 October 2014. Retrieved on 22 May 2015. Insight is headquartered in London and has offices in Boston, Frankfurt, New York, San Francisco, Sydney and Tokyo. Insight Investment was a founding signatory of the United Nations-supported

Principles for Responsible Investment Principles for Responsible Investment (UNPRI or PRI) is a United Nations-supported international network of financial institutions working together to implement its six aspirational principles, often referenced as "the Principles". Its goal is to u ...

(PRI). Insight is a signatory to the UK Stewardship Code, administered by the

Financial Reporting Council The Financial Reporting Council (FRC) is an independent regulator in the UK and Ireland based in London Wall in the City of London, responsible for regulating auditors, accountants and actuaries, and setting the UK's Corporate Governance and ...

.List of asset manager signatories to the UK Stewardship Code
/ref> Insight is also a signatory to the

UN Global Compact The United Nations Global Compact is a non-binding United Nations pact to encourage businesses and firms worldwide to adopt sustainable and socially responsible policies, and to report on their implementation. The UN Global Compact is a princ ...

History

Insight Investment was launched in 2002. It was formed from the merger of the asset management arms of UK banking group

Investment Management, Halifax Fund Management and the investment division of Equitable Life. Douglas Ferrans was Insight's first CEO and played a significant role in its formation and launch. In 2003, Insight acquired Rothschild Asset Management, which was well known for its fixed income solutions and multimanager funds, and property investment manager Gatehouse Investment Management. In 2006, Insight demerged its property investment unit and floated it on the Aim market at the

London Stock Exchange London Stock Exchange (LSE) is a stock exchange in the City of London, England, United Kingdom. , the total market value of all companies trading on LSE was £3.9 trillion. Its current premises are situated in Paternoster Square close to St Pau ...

as Invista Real Estate Investment Management. In 2007, Abdallah Nauphal became CEO of Insight. He already held a dual role as deputy CEO (from June 2006) and chief investment officer (from September 2003) of the company. He joined Insight as head of fixed income in April 2003 after the acquisition of Rothschild Asset Management, where he was chief investment officer for fixed income. He was previously head of fixed income at Schroder Investment Management. In 2009, Insight's parent company

was acquired by

(Lloyds). Later that year, BNY Mellon acquired Insight Investment from Lloyds. Lloyds retained most of the equity assets managed by Insight and transferred them to

Scottish Widows Investment Partnership Scottish Widows Investment Partnership (SWIP) was an asset management company based in Edinburgh, Scotland. It was one of Europe's largest asset management companies, with £146 billion of funds under management as at 31 December 2013. These fu ...

, the group's primary in-house asset manager after the sale of Insight. This left Insight as an asset manager primarily focused on fixed income and LDI strategies. It transferred its headquarters in early 2011 to share a building with BNY Mellon in Blackfriars, London. In 2012, Insight announced that it would merge with Pareto Investment Management, a currency risk manager with £27 billion of assets under management. The merger was complete at the beginning of 2013. Pareto was also owned by BNY Mellon. In early 2015, BNY Mellon acquired US-based fixed income and solutions specialist Cutwater Asset Management."U.K.'s Insight Investment Is Taking on the U.S. Bond Giants"
"

Institutional Investor An institutional investor is an entity which pools money to purchase securities, real property, and other investment assets or originate loans. Institutional investors include commercial banks, central banks, credit unions, government-linked co ...

", 19 October 2016. Retrieved on 27 April 2017. In 2021,

BNY Mellon Investment Management BNY Mellon Investment Management (BNY Mellon IM) is the investment management division of BNY Mellon. It is one of the largest asset managers in the world with $2.4 trillion in assets under management as of December 31, 2021. BNY IM uses seven di ...

in partnership with Insight Investment announced plans to align Mellon Investments fixed income capabilities with Insight. In September 2021, Insight said c.£76bn of assets in fixed income capabilities across stable value, municipal, efficient beta and taxable fixed income strategies had been transferred to Insight. In July 2021, Insight Investment was named the asset manager whose brand was most respected in the institutional marketplace. Edelman’s Asset Management Brand Index, which looks at the top 50 international managers in the world by AUM, ranked Insight first with a brand score of 83 (out of 100).

Awards

Insight Investment has won over 40 industry awards since the beginning of 2019. In 2022, Insight was ranked in first place for Overall LDI Quality for the 12th consecutive year by Greenwich Associates UK Investment Consultant Research. Insight was also ranked in first place for Overall Quality in Fixed Income: Insight has maintained a top decile ranking for Overall Quality in Fixed Income in every year since 2013.

Sponsorships

Insight Investment sponsors the

Royal Academy Summer Exhibition The Summer Exhibition is an open art exhibition held annually by the Royal Academy in Burlington House, Piccadilly in central London, England, during the months of June, July, and August. The exhibition includes paintings, prints, drawings, sc ...

, and the Royal Society's Science Book Prize.

Key people

* Abdallah Nauphal - CEO * * Andrew Giles – Executive Vice Chairman * * Andrew Kitchen – Chief Finance Officer * * Jon Eilbeck - Chief Operating Officer * * Lynne Dalgarno - Head of Human Resources * * Ayah Elmaazi - Head of Legal * * Adrian Grey - Global Chief Investment Officer * * Angus Woolhouse - Global Head of Distribution * * Mark Stancombe - Chief Risk Officer "Insight North America names new CEO"
"

Pensions & Investments Crain Communications Inc is an American multi-industry publishing conglomerate based in Detroit, Michigan, United States, with 13 non-US subsidiaries. History Gustavus Dedman (G.D.) Crain, Jr. ( Gustavus Demetrious Crain, Jr.; 1885–1973), pre ...

", New York, 31 March 2022. Retrieved on 29 April 2022. * * Serkan Bektas - Head of Client Solutions Group Insight Website Meet The Team
/ref> * * David Leduc - CEO Insight North America

References

External links

Insight Investment website

BNY Mellon Asset Management website
{{Authority control Financial services companies based in the City of London Investment management companies of the United Kingdom 2013 mergers and acquisitions