2019 YE — All values in USD billions— Definitions
Firm Information
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 Outsourcing | N | ALM Partnering | Y |
| Customized Portfolio Reporting | Y | Regulatory Assistance | Y |
| Insurance Client Web Portal | N | Strategic Asset Allocation Advice | Y |
| Peer Analytics | N | Tactical Asset Alloc / Multi-Asset Portfolio Mgt | Y |
| Capital Modelling & Management | Y | Insurance Client Conferences | Y |
| Income & Cash Flow Projections | Y | ESG Specific Products Placed with Insurers | Y |
Client Relationship Size
AUM Summary
| 3rd Party General Account | Public | Private | Total |
|---|---|---|---|
| Fixed Income | 24.433 | 0.41 | 24.843 |
| Equities | 0.698 | – | 0.698 |
| Total | 25.131 | 0.41 | 25.541 |
| Firm | Public | Private | Total |
|---|---|---|---|
| Fixed Income | 863.843 | 2.009 | 865.852 |
| Equities | 9.777 | – | 9.777 |
| Total | 873.62 | 2.009 | 875.629 |
| Regions | 3P-GA | Firm |
|---|---|---|
| N America | 5.356 | 44.726 |
| Europe & UK | 18.509 | 793.614 |
| APAC | 1.686 | 36.434 |
| Offshore | – | – |
| Other | – | 1.345 |
AUM Details
| Public Fixed Income | 3P-GA | Firm |
|---|---|---|
| Cash/Short-Term | 2.61 | 45.821 |
| Governments & Agencies | 7.667 | 700.801 |
| Corporates | 13.843 | 111.441 |
| Municipals, Tax-Preferenced | 0.272 | 0.93 |
| Municipals, Taxable | – | – |
| Securitized – RMBS | – | – |
| Securitized – All Other | 0.022 | 2.077 |
| Convertibles | – | 0.033 |
| High Yield | – | – |
| Bank/Leveraged Loans | 0.019 | 2.739 |
| CLOs | – | – |
| Emerging Markets – Sovereigns | – | – |
| Emerging Markets – Corporates | – | – |
| Other | – | – |
| Public Equities | 3P-GA | Firm |
|---|---|---|
| Large Cap | – | – |
| Mid Cap | – | – |
| Small Cap | – | – |
| Global Developed Markets | 0.698 | 9.777 |
| 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 | – | – |
| Other | 0.41 | 2.009 |
| Private Equity, Equity Alts | 3P-GA | Firm |
|---|---|---|
| PE / VC | – | – |
| RE Equity | – | – |
| Infrastructure Equity | – | – |
| Hedge Funds | – | – |
| Other | – | – |
