Efficient Fixed
Income Beta Solutions
What is Efficient Fixed Income Beta?
Our ‘efficient beta’ strategies seek to generate sufficient returns, after trading costs, to deliver index-like returns with a low tracking error.
They aim to harvest returns by exploiting systematic and structural market inefficiencies, which are often ignored by other managers as a result of high trading costs and the inability to source certain bonds in illiquid segments of the global fixed income market.
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
Brought to you by Insight*
Why Insight for Efficient Fixed Income Beta?
US$786.2bn1
AUM across fixed income, equity, multi-asset and index strategies
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
focus
US$786.2bn1
AUM across fixed income, equity, multi-asset and index strategies
Solution focus
Actively partnering with clients to develop liquid and cost-efficient beta solutions that achieve desired outcomes, including ESG considerations.
1. Source: Insight as at 31 December 2022. Where applicable, assets include discretionary and non-discretionary assets, the notional value of overlay strategies, and assets managed by investment personnel acting in their capacity as officers of affiliated entities
2. Authorized participants (AP) are one of the major parties at the centre of the creation and redemption process for exchange-traded funds (ETF). They provide a large portion of liquidity in the ETF market by obtaining the underlying assets required to create a fund.
Insight is a long standing player in the ETF ecosystem with specific skill sets and tools to target these challenges.
Insight were early pioneers in indexation and have unique talents to deliver Efficient Beta and are solutions-led, responding to client challenges where value can be added back to help achieve the clients’ desired outcomes.
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
Meet the team
Insight’s Efficient Fixed Income Beta team has over thirty years of experience managing fixed income portfolios and has been running efficient fixed income beta portfolios since 2012.
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
Paul Benson
CFA, CAIA
Manuel Hayes
Senior portfolio manager
Stephanie Shu
CFA
Syed Zamil
PHD
Deepak Agrawal
PhD
Paul Benson
CFA, CAIA
Head of Efficient Beta
Manuel Hayes
Stephanie Shu
CFA
Syed Zamil
PHD
Senior Product Specialist, Efficient Beta
Deepak Agrawal
PhD
Head Quantitative Research, Efficient Beta
Source: Insight as at September 2022.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CAIA® and Chartered Alternative Investment Analyst® are registered trademarks owned by the CAIA Association
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
Funds
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
The value of investments can fall. Investors may not get back the amount invested.
For a full list of risks applicable to these funds, please refer to the Prospectus or other offering documents.
Please refer to the prospectus, and the KIID/KID or KFS before making any investment decisions. Documents are available in English and an official language of the jurisdictions in which the Fund is registered for public sale. Go to fund-centre.
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
Contact us
$12+ billion in
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
100+ clients worldwide
Important information
*Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.
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