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    Fiduciary management

    Fiduciary management

    A new approach to fiduciary management

    As many pension schemes consider their end games, the existing investment and governance solutions available often fall short of meeting their needs. Complex, siloed structures are no longer necessary, and can give rise to unintended risks. Instead, an integrated approach can materially increase the certainty of meeting funding objectives. As leaders and innovators in the pensions solutions market, our focus is on offering a goal oriented, differentiated and integrated approach that is fit for these times.

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    We believe that any solution needs to provide each client the highest degree of certainty of reaching their goals. Maximising certainty for our clients means every solution is only designed once the objectives are clearly and deeply understood. Our solutions across portfolio design and construction, portfolio management, client service and reporting are all underpinned by a fundamental belief that an integrated approach will lead to better outcomes for our clients.

    Traditional concepts such as distinct asset class buckets and the adoption of individual targets for each is, in our view, sub-optimal. We do implementation differently.

    Our investment decisions are assessed and implemented directly in the context of their impact on the clients’ funding objectives and are underpinned by proprietary systems built specifically for managing portfolios in this manner.

    Focused client reporting via intuitive graphics and clear ongoing communication we believe, supports better decision making. Our approach means that we do the heavy lifting, offering clients transparency, security, and the confidence that their objectives will be met with a lower governance burden. 

    A deep expertise in markets

    As a market leading provider in risk management and fixed income, we live and breathe markets daily. Our fiduciary approach seeks to combine this expertise with our solutions and strategy capabilities to deliver better and more certain outcomes to our clients.

    To find out more, please contact us at InsightFM@InsightInvestment.com

     

    Building on market-leading expertise

    Insight’s extensive expertise in fixed income, risk management, plus our culture of client engagement.

    #1

    Insight’s ranking among UK investment consultants for Overall Quality in LDI1

    #1

    Insight’s ranking among UK investment consultants for Fixed Income Overall Quality1

    £620.2bn

    Assets managed by our Fixed Income Group and Financial Solutions Group2

    £100.8bn

    Assets managed for cashflow-aware clients2

    At Insight, we have over 20 years’ of experience in helping pension schemes gain greater certainty of outcome. As your fiduciary manager, we bring together this expertise to work within desired parameters set by Trustees.

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