Insight Investment

2019 YE — All values in USD billionsDefinitions

Firm Information

AUM, Firm Distribution

Insurance GenAcct 3rd PartyInsurance GenAcct AffilInsurance SepAcctAll Other FirmAUMTotal Firm AUM25.551850.568876.119
Insight Investment

www.insightinvestment.com
160 Queen Victoria Street, London EC4V 4LA

Fernando Andrades
Insurance Analyst
fernando.andrades@insightinvestment.com
44 20 7163 4000

Service Offerings & Client Profiles

Insurer Services
Investment Accounting OutsourcingNALM PartneringY
Customized Portfolio ReportingYRegulatory AssistanceY
Insurance Client Web PortalNStrategic Asset Allocation AdviceY
Peer AnalyticsNTactical Asset Alloc / Multi-Asset Portfolio MgtY
Capital Modelling & ManagementYInsurance Client ConferencesY
Income & Cash Flow ProjectionsYESG Specific Products Placed with InsurersY

Client Type Count

Life HealthPropertyCasualtyReinsurance(All Lines)Multi-LineOtherTotal ClientCount242650

Client Relationship Size

<$250mn$250mn – $1bn$1 – $5bn5 – $10bn>$10bn301361

AUM Summary

3rd Party General Account Public Private Total
Fixed Income24.4330.4124.843
Equities0.6980.698
Total25.1310.4125.541
Firm Public Private Total
Fixed Income863.8432.009865.852
Equities9.7779.777
Total873.622.009875.629
Regions 3P-GA Firm
N America5.35644.726
Europe & UK18.509793.614
APAC1.68636.434
Offshore
Other1.345

AUM Details

Public Fixed Income 3P-GA Firm
Cash/Short-Term2.6145.821
Governments & Agencies7.667700.801
Corporates13.843111.441
Municipals, Tax-Preferenced0.2720.93
Municipals, Taxable
Securitized – RMBS
Securitized – All Other0.0222.077
Convertibles0.033
High Yield
Bank/Leveraged Loans0.0192.739
CLOs
Emerging Markets – Sovereigns
Emerging Markets – Corporates
Other
Public Equities 3P-GA Firm
Large Cap
Mid Cap
Small Cap
Global Developed Markets0.6989.777
Emerging Markets
Quant/Smart Beta
Mkt Neutral / Long-Short / Liquid Alts
Dividend-Tilt
Passive SMAs
Other
Private Fixed Income 3P-GA Firm
Private Placements – Traditional
Corporate – Middle Market
RE – CMLs
RE – All Other Debt
Infrastructure Debt
Structured
High Yield
Other0.412.009
Private Equity, Equity Alts 3P-GA Firm
PE / VC
RE Equity
Infrastructure Equity
Hedge Funds
Other