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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

About Insight

Brought to you by Insight*

A global multi-specialist investment manager with a full spectrum of research-driven solutions.

Why Insight for Efficient Fixed Income Beta?

Insight Investment Logo

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

    Scale
    Expertise
    Innovation
    Experience
    Solution
    focus

    US$786.2bn1

    AUM across fixed income, equity, multi-asset and index strategies

    1circle-filled-01

Solution focus

Actively partner with clients to develop liquid and cost-efficient beta solutions that achieve desired outcomes, including ESG considerations.

Solution focus
Scale
Expertise
Innovation
Experience

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
Paul Benson
CFA, CAIA

Head of Efficient Beta

Manuel
Manuel Hayes
Senior portfolio manager
Stephanie
Stephanie Shu
CFA
Senior portfolio manager
Headshot-image-Syed_Zamil
Syed Zamil
PHD

Senior Product Specialist, Efficient Beta

Agrawak_Deepak
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

BNY Mellon Efficient Global High Yield Beta Fund

Fund Managers: Team Approach

BNY Mellon Efficient Global IG Corporate Beta Fund

Fund Managers: Team Approach

BNY Mellon Efficient U.S. Fallen Angels Beta Fund

 

Fund Managers: Team Approach

BNY Mellon Efficient U.S. High Yield Beta Fund


Fund Managers: Team Approach

BNY Mellon Efficient Global IG Corporate Beta Fund

Fund Manager: Damien Hill

BNY Mellon Efficient Global IG Corporate Beta Fund

Fund Manager: Simon Cooke

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

$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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$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide