Insight Investment, also referred to simply as Insight, is a British

asset management Asset management is a systematic approach to the governance and realization of all value for which a group or entity is responsible. It may apply both to tangible assets (physical objects such as complex process or manufacturing plants, infrastr ...

company. It is one of the largest global asset management companies, responsible for £619 billion of

assets under management In finance, assets under management (AUM), sometimes called fund under management, refers to the total market value of all financial assets that a financial institution—such as a mutual fund, venture capital firm, or depository institutio ...

as of 31 March 2025, 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 pr ...

, liability-driven investment (LDI),

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

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 u ...

and multi-asset. Insight is a subsidiary of

BNY The Bank of New York Mellon Corporation, commonly known as BNY, is an American international financial services company headquartered in New York City. It was established in its current form in July 2007 by the merger of the Bank of New York an ...

, a multinational financial services corporation. The UK banking group

HBOS HBOS plc is 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, Bank of Scotland plc, which ...

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 ...

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

Investment Week ''Investment Week'' is an investment Investment is traditionally defined as the "commitment of resources into something expected to gain value over time". If an investment involves money, then it can be defined as a "commitment of money to r ...

", 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 magazine was established in 1985 and is owned by Metropolis Group. The editor is Tom Browne and the current editorial team consists of Dan Cooper as ...

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

Lloyds Banking Group Lloyds Banking Group plc 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 B ...

, which formally acquired

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

The Bank of New York Mellon The Bank of New York Mellon Corporation, commonly known as BNY, is an American international financial services company headquartered in New York City. It was established in its current form in July 2007 by the merger of the Bank of New York an ...

, 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 major British retail and commercial bank with a significant presence across England and Wales. It has traditionally been regarded one of the " Big Four" clearing banks. Established in Birmingham in 1765, Lloyds Bank e ...

, 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 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. In 2021, various fixed income capabilities transferred from Mellon Investments to Insight. Insight is headquartered in London and has offices in Manchester, New York, Boston, San Francisco, Frankfurt, 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 ...

(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 get businesses and firms worldwide to adopt sustainable and socially responsible policies, and to report on their implementation. The UN Global Compact is the world's ...

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 AIM (formerly the Alternative Investment Market) is a sub-market of the London Stock Exchange that was launched on 19 June 1995 as a replacement to the previous Unlisted Securities Market (USM) that had been in operation since 1980. It allows ...

at the

London Stock Exchange The London Stock Exchange (LSE) is a stock exchange based in London, England. the total market value of all companies trading on the LSE stood at US$3.42 trillion. Its current premises are situated in Paternoster Square close to St Paul's Cath ...

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 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 fun ...

, 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 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. In early 2015, BNY 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 that 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 ...

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

BNY Investments BNY Investments is the investment management division of BNY. It is one of the largest asset managers in the world. BNY Investments operates a multi-boutique model where individual investment managers operate largely autonomously under it. B ...

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). In April 2024, Insight was again ranked first. In January 2025, Insight CEO Abdallah Nauphal announced his decision to retire later in the year."Insight Investment picks CEO designate as Abdallah Nauphal decides to retire"
" P&I", New York, 6 January 2025. Retrieved on 17 January 2025. His successor, Raman Srivastava, was appointed CEO on 30 April 2025.

Awards

Insight Investment has won over 40 industry awards since the beginning of 2020. In 2024, Insight was ranked in first place for Overall LDI Quality for the 14th consecutive year. It was also ranked in first place for Overall Quality in Fixed Income. Separately, Insight was named a 2024 Greenwich Quality Leader in Institutional Investment Management Service in the UK.

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 Insight Investment – University of Oxford Prize for Greening Finance.

Key people

* Raman Srivastava – CEO * * Andrew Giles – Executive Vice ChairmanInsight Investment leadership team web site
/ref> * * Andrew Kitchen – Chief Finance Officer * * Jon Eilbeck - Chief Operating Officer * * Lynne Dalgarno - Head of Human Resources * * Ayah Elmaazi - General Counsel * * Adrian Grey - Global Chief Investment Officer * * Angus Woolhouse - Global Head of Distribution * * Mark Stancombe - Global Chief Risk Officer "Insight North America names new CEO"
"

Pensions & Investments ''Pensions & Investments'' (P&I) is a business magazine that focuses on pensions and investment management for institutional investors. It is owned by Detroit-based Crain Communications. History In 1973, Crain Communications President Rance Cr ...

", 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

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