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Insight Investment

De-risking investment strategies

We work with our clients to successfully navigate defined benefit endgame options. Some pension de-risking options may appear attractive, but in reality they may make it more difficult to reach the endgame.

Insight Investment is a global investment manager committed to a single goal: partnering with our clients to help them achieve their objectives with the greatest certainty. To serve this goal, our investment platform focuses on risk-management solutions, including liability-driven investing (LDI), cashflow-driven investing (CDI) and longevity hedging; a full spectrum fixed income capability; and a range of multi-asset and absolute return strategies.

 

We have a history of challenging the status quo where we believe this in the best interests of our clients. As an example, at first glance, a pensioner buy-in may appear to be a step towards a full buy-out by securing payments for some scheme members. However, in the context of the whole scheme, a buy-in may result in a riskier asset strategy and lower hedge ratio, extending the time it takes to achieve a full buy-out. It is therefore critical that we help schemes fully consider overall value for money, the impact on total portfolio and whether flexibility has been retained to deal with risks that are not easily hedged when considering de-risking options.

You can find more information about our approach to endgame strategies in the links below:

We take responsible investment seriously. Insight was a founding signatory to the Principles for Responsible Investment (PRI) and we have been successfully integrating environmental, social and governance (ESG) considerations into our decision-making processes for over a decade. 

Our client investment training programme is also accredited by PMI. This includes a series of three training events per year held at The Royal Society in London. The accreditation also includes Insight’s online training portal which allows trustees to watch training sessions online, test their learning and earn CPD at their own pace. 

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Knowledge Hub

Southern Regional Group - Defined benefit transfers: update
26 November 2020

Southern Regional Group - Defined benefit transfers: update

Defined benefit transfers continue to make headline news in the financial services industry. Sir Steve will provide an update of the recent changes in legislation, share his own views and be available for questions online.

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Moving to Master Trust - Consolidation shouldn’t mean standardisation
25 November 2020

Moving to Master Trust - Consolidation shouldn’t mean standardisation

Anish Rav, Head of Client Strategy, will discuss Atlas’ forthcoming white paper on whether DC consolidation has to involve compromising quality and accepting standardisation. He will explain how moving to master trust does not mean employers having to accept a ‘one size fits all’ approach, the options available for delivering a tailored solution and how each employer’s objectives can still be recognised and met.  

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 Pensions Management Institute announces new appointments to Board
25 November 2020

Pensions Management Institute announces new appointments to Board

The Pensions Management Institute (PMI) today announces the appointment of three new non-executive directors and an executive director to the PMI Board.

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Our Insight Partners help us provide PMI members with a rich and specialised experience. Contact us to find out more.

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