- Introduction & Methodology
- Industry Trends
- Respondent Profile
- Defined Benefit Plans
- Portfolio Characteristics
- LDI Usage
- Provider Rankings
- Assets Under Management
- Clients
- Mandates
- Provider Profiles
- Allspring Global Investments
- BlackRock, Inc.
- Capital Group
- Columbia Threadneedle Investments
- Dodge & Cox
- Fiera Capital Corporation
- Income Research & Management ("IR+M")
- Insight Investment
- J.P. Morgan Asset Management
- KeyBank
- Legal & General Investment Management America, Inc.
- MetLife Investment Management (MIM)
- NISA Investment Advisors, LLC
- Pacific Investment Management Company LLC (PIMCO)
- Parametric Portfolio Associates
- SECOR Asset Management
- SLC Management
- Voya Investment Management Co. LLC
- Wellington Management Company LLP
Past Surveys
Provider Profiles
Insight Investment
insightinvestment.com
Summary of Offering
Insight thinks differently: a focus on maximizing the certainty of meeting clients’ objectives, instead of merely targeting risk-adjusted returns. LDI is in Insight’s DNA as a pioneer of solutions such as liability benchmarks, hedging and derivative strategies. Insight’s business growth has been based on client advocacy, and it has expanded its capabilities as clients’ needs have evolved. It is also a specialist global fixed-income manager, with teams in New York, Boston, San Francisco and London specializing across investment grade, high yield, structured credit, governments, agencies, municipal bonds, FX and other customized capabilities.
Client Restrictions: None
Business Summary (as of 06/30/2023)
| Total LDI clients | 345 |
| Total LDI mandates | 1,202 |
| Total LDI assets under management (US$) | $475.8B |
Regions With Active Mandates
| U.S. | |
| Canada | |
| U.K. | |
| Continental Europe and Republic of Ireland | |
| Asia | X |
| Australia | |
| All other locations |
Sizes With Active Mandates
| <$500MM | |
| $500MM – $1B | |
| >$1B – $5B | |
| >$5B – $10B | |
| >$10B |
Regions With Asset Allocations
| U.S. | |
| Canada | |
| U.K. | |
| Continental Europe and Republic of Ireland | |
| Asia | X |
| Australia | X |
| All other locations |
Asset Classes With Asset Allocations
| Publicly Traded equities | |
| Fixed income – Government only | |
| Fixed income – Investment grade (BBB- or higher) credit | |
| Fixed income – Below investment grade credit | X |
| Fixed income – Multisector | |
| Fixed income – Other | |
| Cash | |
| Private equity | X |
| Non private equity alternative investments, including real estate | X |
| Any other asset classes not mentioned above |