2020 Liability-Driven Investment Survey

Vendor Details


Insight Investment
www.insightinvestment.com

Summary of Offering

Insight Investment is a specialist global provider of active fixed income and risk management solutions. Its mission is to closely partner with clients by seeking to deliver greater certainty of achieving their unique objectives. Since its foundation in 2002, Insight Investment has been a pioneer in LDI in Europe and have been recognized for its expertise in liability benchmark solutions, decumulation strategies and derivative implementation. Across the firm, it employs 235 investment professionals, 60 of whom are dedicated to LDI. Insight Investment believes its strong client culture and commitment to excellence have led it to become one of the world’s largest providers of LDI strategies.

Client Restrictions: Vary according to the nature and complexity of the mandate

Business Summary (as of 06/30/2020)

Total LDI clients 338
Total LDI mandates 338
Total LDI assets under management ($USD) $712,433MM

Regions With Active Mandates

U.S.
Canada
U.K.
Continental Europe and Republic of Ireland
Asia
Australia
All other locations

Client Satisfaction

# of ratings/responses received 17

Satisfaction with Overall Offering

5 = Extremely satisfied 65%
4 35%
3 0%
2 0%
1 = Unsatisfied 0%

Average Satisfaction Scores by Category

Responsiveness to inquiries 4.35
Ability to meet risk management objectives 4.41
Provides new ideas and solutions 4.29
Is proactive and shares knowledge 4.41
Access to investment team 4.50
Timely/detailed status attribution 4.25
Performance report 4.19
NR = “Not Reported”
1 15 16 17 18 19 25