Insight Investment

{{Infobox company

| name = Insight Investment

| logo = Insight Investment Logo.svg

| logo_size =

| industry = Investment management

| foundation = {{start date and age|2002}}

| parent = BNY
BNY Investments

| location_city = London

| location_country = United Kingdom

| area_served = Worldwide

| key_people = Raman Srivastava
CEO

| products = Investment management

| aum = £619 billion (31 March 2025)

| homepage = {{URL|https://www.insightinvestment.com}}

}}

Insight Investment, also referred to simply as Insight, is a British asset management company. It is one of the largest global asset management companies,[https://www.thinkingaheadinstitute.org/content/uploads/2024/10/PI-500-2024.pdf "The world's largest 500 asset managers"], Retrieved on 17 January 2025. responsible for £619 billion of assets under management as of 31 March 2025, represented by the value of cash securities and other economic exposure managed for clients.[https://www.insightinvestment.com/uk/introducing-insight/ "Introducing Insight Investment"] It manages strategies which include fixed income, liability-driven investment (LDI), cash, absolute return and multi-asset. Insight is a subsidiary of BNY, a multinational financial services corporation.

The UK banking group HBOS formed Insight Investment in 2002 by merging its asset management arms, which included Clerical Medical Investment Management.[http://www.investmentweek.co.uk/investment-week/analysis/1378452/insight-success-total-returns "Insight finds success in total returns"], "Investment Week", London, 11 June 2007. Retrieved on 25 April 2012. In 2003, Insight Investment acquired Rothschild Asset Management, which specialised in fixed income investments.[http://www.moneymarketing.co.uk/news/insight-buys-rothschild-asset-management/58794.article "Insight buys Rothschild Asset Management"], Money Marketing, London, 4 December 2002. Retrieved on 25 April 2012. In 2009, BNY acquired Insight from Lloyds Banking Group, which formally acquired HBOS earlier that year.[http://bnymellon.mediaroom.com/index.php?s=43&item=814 "The Bank of New York Mellon to Acquire Insight Investment Management Limited"], Press release from The Bank of New York Mellon, New York and London, 12 August 2009. Retrieved on 25 April 2012.[http://www.mediacentre.lloydstsb.com/media/pdf_irmc/mc/press_releases/2008/December/11108pressrelease.pdf "FSA approves Lloyds TSB's proposed acquisition of HBOS"], Press release from Lloyds TSB, London, 10 December 2008. Retrieved on 25 April 2012. In 2013, Insight merged with Pareto Investment Management, a currency risk manager.[http://www.investmenteurope.net/investment-europe/news/2233462/insight-investment-management-join-forces-with-pareto "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.[https://www.insightinvestment.com/globalassets/documents/press-releases/cutwater_press_release__2_jan_2015.pdf "BNY Mellon Acquires Cutwater Asset Management"] {{Webarchive|url=https://web.archive.org/web/20170904204224/https://www.insightinvestment.com/globalassets/documents/press-releases/cutwater_press_release__2_jan_2015.pdf |date=2017-09-04 }}, Press release from The Bank of New York Mellon, New York and London, 5 January 2015. Retrieved on 22 May 2015.[http://www.ftadviser.com/2014/10/06/investments/fixed-income/bny-mellon-acquires-fixed-income-specialist-oxOGPRWvRbfhYkpW2WhPyL/article.html "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.[https://www.insightinvestment.com/an-important-update/ "Insight communication: an important update"] Insight is headquartered in London and has offices in Manchester, New York, Boston, San Francisco, Frankfurt, Sydney and Tokyo.https://www.insightinvestment.com/uk/technology/

Insight Investment was a founding signatory of the United Nations-supported Principles for Responsible Investment (PRI).[https://www.unpri.org/about About the PRI] Insight is a signatory to the UK Stewardship Code, administered by the Financial Reporting Council.[https://www.frc.org.uk/investors/uk-stewardship-code/uk-stewardship-code-signatories List of asset manager signatories to the UK Stewardship Code]{{Cite web |url=https://www.insightinvestment.com/globalassets/documents/responsible-investment/stewardship-code/uk-stewardship-code-report-2021.pdf |title=Responsible stewardship at Insight |access-date=2022-04-29 }} Insight is also a signatory to the UN Global Compact.[https://www.unglobalcompact.org/what-is-gc/participants/149136-Insight-Investment Insight Investment page on UN Global Compact website]

History

Insight Investment was launched in 2002. It was formed from the merger of the asset management arms of UK banking group HBOS: Clerical Medical 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.[https://www.telegraph.co.uk/finance/2835672/Insight-pays-61m-for-fund-manager.html "Insight pays £61m for fund manager"], "The Daily Telegraph", London, 5 December 2002. Retrieved on 25 April 2012.[http://www.efinancialnews.com/story/2003-09-30/insight-buys-the-gatehouse-five "Insight buys the Gatehouse five"], "Financial News", London, 30 September 2003. Retrieved on 25 April 2012.

In 2006, Insight demerged its property investment unit and floated it on the Aim market at the London Stock Exchange as Invista Real Estate Investment Management.[http://www.ipe.com/news/insight-floats-real-estate-under-ross-goobey_19384.php?categoryid=487 "Insight floats real estate under Ross Goobey"], "Investment Pensions Europe", London, 31 August 2006. Retrieved on 25 April 2012.[https://www.independent.co.uk/news/business/news/hbos-to-float-property-arm-of-insight-unit-for-163270m-414237.html "HBOS to float property arm of Insight unit for £270m"], "The Independent", 1 September 2006. Retrieved on 25 April 2012.[http://www.moneymarketing.co.uk/news/insight-plans-aim-listing-for-property-manager-invista/128617.article "Insight plans Aim listing for property manager Invista"], "Money Marketing", 7 September 2006. Retrieved on 25 April 2012.

In 2007, Abdallah Nauphal became CEO of Insight.[https://web.archive.org/web/20160306153804/http://uk.reuters.com/article/insight-ceo-idUKNOA84633420070328 "Insight says Ferrans to be chairman"], "Reuters", London, 28 March 2007. Retrieved 25 April 2012. He already held a dual role as deputy CEO (from June 2006) and chief investment officer (from September 2003) of the company.[http://www.investmentweek.co.uk/investment-week/news/1360915/insight-assigns-nauphal-deputy-chief-exec-position "Insight assigns Nauphal to deputy chief exec position"], "Investment Week", London, 5 June 2006. Retrieved 12 September 2012. 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.[https://web.archive.org/web/20101009050947/http://www.insightinvestment.com/uk/aboutinsight/ourteam/ Insight Investment website, Our Team page. Archived by The Wayback Machine. Retrieved on 30 November 2012.]

In 2009, Insight's parent company HBOS was acquired by Lloyds Banking Group (Lloyds). Later that year, BNY acquired Insight Investment from Lloyds.[http://www.insight-investment.co.uk/uk/pressoffice/latestnews/corporateupdate "Insight Investment acquired by Bank of New York Mellon"], Press release from Insight Investment, London, 12 August 2009. Retrieved on 25 April 2012.[http://www.insight-investment.co.uk/global/documents/LBG_Press_Release.pdf "Lloyds Banking Group announces asset management plans"]{{Dead link|date=September 2024 |bot=InternetArchiveBot |fix-attempted=yes }}, Press release from Lloyds Banking Group, London, 12 August 2009. Retrieved on 25 April 2012.[https://www.theguardian.com/business/2009/aug/12/lloyds-banking-group-insight-investment-sale "Lloyds sells Insight Investment to Bank of New York Mellon"], "The Guardian", London, 12 August 2009. Retrieved on 25 April 2012.[https://www.telegraph.co.uk/finance/newsbysector/banksandfinance/6016965/Lloyds-disposals-begin-with-235m-sale-of-Insight-to-BNY-Mellon.html "Lloyds disposals begin with £235m sale of Insight to BNY Mellon"], "The Daily Telegraph", London, 12 August 2009. Retrieved on 25 April 2012.[https://www.telegraph.co.uk/finance/newsbysector/epic/lloy/6014793/Lloyds-sells-Insight-to-Bank-of-New-York-Mellon.html "Lloyds sells Insight to Bank of New York Mellon"], "The Daily Telegraph", London, 12m August 2009. Retrieved on 25 April 2012. Lloyds retained most of the equity assets managed by Insight and transferred them to Scottish Widows Investment Partnership, 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.[http://www.efinancialnews.com/story/2009-08-12/news-analysis-curtain-falls-on-insights-equities-struggle "News Analysis: Curtain falls on Insight's equities struggle"], "Financial News", London, 12 August 2009. Retrieved on 25 April 2012. It transferred its headquarters in early 2011 to share a building with BNY in Blackfriars, London.[http://www.insightinvestment.com/uk/changeofaddress Insight Investment website, Change of registered office address page (Google cache, retrieved on 12 September 2012)]{{dead link|date=May 2017|bot=medic}}{{cbignore|bot=medic}}

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.[http://citywire.co.uk/wealth-manager/insight-joins-forces-with-pareto-to-create-200bn-powerhouse/a618292 "Insight joins forces with Pareto to create £200bn powerhouse"], "Citywire", London, 14 September 2012. Retrieved on 2 October 2012.

In early 2015, BNY acquired US-based fixed income and solutions specialist Cutwater Asset Management.[http://www.institutionalinvestor.com/Article/3593714/asset-management-hedge-funds-and-alternatives/uks-insight-investment-is-taking-on-the-us-bond-giants.html#.WQHLG5qGPyo "U.K.'s Insight Investment Is Taking on the U.S. Bond Giants"], "Institutional Investor", 19 October 2016. Retrieved on 27 April 2017.

In 2021, BNY Investments 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. [https://www.insightinvestment.com/an-important-update/ "Insight communication: an important update"]

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).[https://www.professionalpensions.com/news/4034997/institutional-asset-management-brands-revealed "Top institutional asset management brands revealed"], "Professional Pensions", London, 26 July 2021. Retrieved on 29 April 2022. In April 2024, Insight was again ranked first. [https://www.insightinvestment.com/uk/ "NO.1 RANKED INSTITUTIONAL BRAND"]

In January 2025, Insight CEO Abdallah Nauphal announced his decision to retire later in the year.[https://www.pionline.com/money-management/insight-investment-picks-raman-srivastava-ceo-designate-abdallah-nauphal-retires "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.[https://www.insightinvestment.com/globalassets/documents/media-library/media-updates/250603-notification---an-important-update-from-insight-investment.pdf "An important update from Insight Investment"], Press release from Insight Investment, London, 30 April 2025. Retrieved on 4 June 2025.

Awards

Insight Investment has won over 40 industry awards since the beginning of 2020.[https://www.insightinvestment.com/uk/introducing-insight/our-awards/ Insight Investment website, Our Awards page]

In 2024, Insight was ranked in first place for Overall LDI Quality for the 14th consecutive year.[https://www.insightinvestment.com/uk/capabilities/ldi/ Insight LDI web page] It was also ranked in first place for Overall Quality in Fixed Income.[https://www.insightinvestment.com/globalassets/documents/corporate-profile/introducing-insight-gbp.pdf Insight Investment profile] Separately, Insight was named a 2024 Greenwich Quality Leader in Institutional Investment Management Service in the UK.[https://www.greenwich.com/asset-management/2024-greenwich-leaders-uk-institutional-investment-management 2024 Greenwich Leaders: U.K. Institutional Investment Management]

Sponsorships

Insight Investment sponsors the Royal Academy Summer Exhibition,[https://www.royalacademy.org.uk/page/insight-investment Insight Investment sponsorship statement on Royal Academy web site.] and the Insight Investment – University of Oxford Prize for Greening Finance.[https://www.insightinvestment.com/investing-responsibly/greening-finance-prize/ Insight Investment Greening Finance Prize web site]

Key people

Raman Srivastava – CEO
Andrew Giles – Executive Vice Chairman[https://live.ft.com/Events/2019/Planning-for-the-Endgame "Planning for the Endgame"], "Financial Times", London, 18 September 2019. Retrieved on 24 February 2020.[https://www.insightinvestment.com/uk/about-insight/our-leadership-team/ Insight Investment leadership team web site]
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[https://www.reuters.com/article/global-markets-bnymellon/insight-investment-has-reduced-risk-exposure-expects-occasional-outsized-market-moves-cio-idUSL4N1WR4YG "Insight Investment has reduced risk exposure, expects occasional outsized market moves - CIO"], "Reuters", London, 11 October 2018. Retrieved on 24 February 2020.
Angus Woolhouse - Global Head of Distribution[https://www.investmentweek.co.uk/investment-week/news/3013280/former-barings-distribution-head-joins-insight-investment "Former Barings distribution head joins Insight Investment"], "Investment Week", London, 6 July 2017. Retrieved on 4 September 2017.[https://www.insightinvestment.com/globalassets/documents/press-releases/angus-woolhouse-appointment-release.pdf "Insight appoints global head of distribution"] {{Webarchive|url=https://web.archive.org/web/20170905001039/https://www.insightinvestment.com/globalassets/documents/press-releases/angus-woolhouse-appointment-release.pdf |date=2017-09-05 }}, Press release from Insight Investment, London, 24 July 2017. Retrieved on 4 September 2017.
Mark Stancombe - Global Chief Risk Officer [https://www.pionline.com/money-management/insight-north-america-names-new-ceo "Insight North America names new CEO"], "Pensions & Investments", New York, 31 March 2022. Retrieved on 29 April 2022.
Serkan Bektas - Head of Client Solutions Group [https://www.insightinvestment.com/uk/institutional-investors/tools-and-resources/meet-the-team/ Insight Website Meet The Team]
David Leduc - CEO Insight North America

References

External links

[https://www.insightinvestment.com Insight Investment website]
[https://www.bny.com/investments.html BNY Investments website]

Category:Financial services companies based in the City of London

Category:Investment management companies of the United Kingdom

Category:2013 mergers and acquisitions

Category:Asset management companies