Solution focus
Actively partner with clients to develop liquid and cost - systematic fixed i-ncome solutions that achieve desired outcomes, including ESG considerations.
DISCOVER
Systematic Fixed Income
DISCOVER
What is Systematic Fixed Income ?
Our ‘systematic fixed income’ 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.
ABOUT INSIGHT
Brought to you by Insight*
A global multi-specialist investment manager with a full spectrum of research-driven solutions.
Why Insight for Systematic Fixed Income?
US$786.2bn1
AUM across fixed income, equity, multi-asset and index strategies
Solution focus
Actively partner with clients to develop liquid and cost - systematic fixed i-ncome solutions that achieve desired outcomes, including ESG considerations.
Scale
US$252.9bn AUM in fixed income of which US$8.8bn is in systematic fixed income strategies1
Expertise
ETFs: Experts in leveraging the ETF ecosystem to reduce trading costs and improve liquidity
Systematic: Time-tested quantitative models replace discretionary risk taking
Systematic: Time-tested quantitative models replace discretionary risk taking
Innovation
Innovative and flexible toolkit designed to preserve value, manage risks and harvest alpha
Experience
2012: first systematic fixed income strategy launched, focusing on US high yield.
Deep experience of working with authorised participants1 and credit desks
Deep experience of working with authorised participants1 and credit desks
Scale
Expertise
Innovation
Experience
Solution focus
US$786.2bn1
AUM across fixed income, equity, multi-asset and index strategies
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 Systematic Fixed Income and are solutions-led, responding to client challenges where value can be added back to help achieve the clients’ desired outcomes.
Meet the team
Insight’s Systematic Fixed Income team has over thirty years of experience managing fixed income portfolios and has been running systematic fixed income portfolios since 2012.
Paul Benson
CFA, CAIA
Head of Systematic Fixed Income
Manuel Hayes
Senior portfolio manager
Stephanie Shu
CFA
Senior portfolio manager
Syed Zamil
PhD
Senior Product Specialist, Systematic Fixed Income
Deepak Agrawal
PhD
Head of Quantitative research, Systematic Fixed Income
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
Funds
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.
Contact us
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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