Responsible Horizons

Managed by Insight Investment*

What is Responsible Horizons?

Many investors are looking to achieve a positive environmental or social impact, and to invest in sustainable businesses that will stand the test of time. Every Responsible Horizons portfolio will:

  • Reflect long-term themes, such as climate change and social inequality.
  • Emphasise the best and avoid the worst performers on ESG issues, based on research powered by Insight Prime.
  • Avoid certain investments with a negative impact, including tobacco producers.
  • Apply a higher hurdle for environmentally sensitive industries, like energy companies.

The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.

Environmental, Social and Governance (ESG) Investment Approach Risk: These Funds can be considered to follow an ESG investment approach or incorporate elements of an ESG investment approach, which may cause it to perform differently than other funds that have a similar objective but which do not integrate an ESG investment approach (or elements thereof) when selecting securities. In addition, in following an ESG investment approach, these Funds are dependent upon information and data from third parties (which may include providers for research reports, screenings, ratings and/or analysis such as index providers and consultants). Such information or data may be incomplete, inaccurate or inconsistent.

Introduction to Responsible Horizons

Prime: the ESG data behind Responsible Horizons

Prime is Insight Investment’s proprietary environmental, social and governance (ESG) rating system, which uses extensive global data and in-depth analysis to highlight key ESG risks.

Insight’s portfolio managers and analysts use Prime to support their investment decisions, inform their engagement with companies, and to build portfolios with sustainability goals.

Introduction to Prime Corporate ESG Ratings

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

About insight

About Insight Investment

Insight Investment is one of the world’s largest investment managers, with extensive expertise in risk management, fixed income and absolute return strategies.

Why Insight?

A founding signatory to the UN-supported Principles for Responsible Investment (PRI) in 2006, Insight has long believed that ESG factors can affect the value of investments. Reflecting the deep integration of ESG analysis in Insight’s business and activities, in 2020, the PRI awarded A+ ratings to Insight for strategy and governance, and for all relevant fixed income capabilities.

Responsible Horizons aims to build on Insight’s evidence-based approach to both investment research and ESG analysis, supported by ESG ratings from Insight’s proprietary model Prime, to offer leading solutions for investors seeking to express their values as they pursue attractive returns.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

    Scale
    Expertise
    Innovation
    Experience
    Solution
    focus
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Solution focus

Responsible Horizons strategies invest to achieve a financial return alongside positive environmental or social outcomes, with long-term sustainability in mind.

Solution focus

Responsible Horizons strategies invest to achieve a financial return alongside positive environmental or social outcomes, with long-term sustainability in mind.

Scale

Insight manages over €973.6bn in assets under management, with €14.7bn in ESG-specific strategies.

As at 30 September 2021. Assets under management (AUM) are represented by the value of cash securities and other economic exposure managed for clients. Figures shown in GBP. FX rates as per WM Reuters 4pm spot rates. Reflects the AUM of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, among others, Insight Investment Management (Global) Limited (IIMG), Insight Investment International Limited (IIIL), Insight Investment Management (Europe) Limited (IIMEL) and Insight North America LLC (INA), each of which provides asset management services.

Expertise

In 2020, the PRI awarded A+ ratings to Insight for strategy and governance, and for all its fixed income capabilities.

Innovation

Insight has developed cutting-edge proprietary tools for corporate and sovereign ESG risks, corporate climate risks, and impact bonds

Experience

Insight has analysed ESG risks and engaged on relevant factors with company management and sovereign issuers for many years. In 2020, over 90% of Insight’s 1,210 engagements with corporate debt issuers covered ESG issues

Meet the Insight team

Insight embeds ESG risk analysis across its investment processes: every portfolio manager and analyst is expected to take ESG factors into account where they are material and relevant to the investments they oversee.

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Grey
Adrian Grey
Global Chief Investment Officer
Sawbridge
Robert Sawbridge
Head of Responsible Investment Solutions
Kendall
Joshua Kendall
Head of Responsible Investment Research and Stewardship
Lucy-Speake-BNYM-342
Lucy Speake
Head of European Credit, Chair of Responsible Investment Committee
FUNDS

Responsible Horizons Euro Corporate
Bond Fund

Responsible Horizons Euro Impact
Bond Fund

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Underpinned by Insight’s precise and evidence-based approach, Responsible Horizons emphasises both in-depth investment research and active engagement to understand risks and improve behaviour.

Robert Sawbridge, Head of Responsible Investment Solutions

$12+ billion in

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

100+ clients worldwide

Resources

EMD: Evolution of impact investing

EMD: Evolution of impact investing

Are emerging markets ESG-friendly? Find out why Insight believes it is for EMD.

Emerging market debt,Responsible horizons,Responsible Investing
2021: A record high for impact bonds?

2021: A record high for impact bonds?

The evolution and pursuit of impact investments offers huge opportunities. What could 2022 hold for impact bond markets?

Bonds,Impact,Responsible horizons
Assessing the “greenness” of impact bonds

Assessing the “greenness” of impact bonds

Evaluation and analysis of an impact bond instrument and its issuer may help provide an indicator of impact bond “greenness”.

Bonds,Impact,Responsible horizons
Climate change: A Greta-led movement?

Climate change: A Greta-led movement?

Climate change awareness is growing as a result of regulation and campaigns in the public domain. Can a climate methodology help make sense of this emotive issue?

Climate change,Responsible horizons
What does sustainability mean to you?

What does sustainability mean to you?

Focusing on what matters most for each issuer may help refine your approach to sustainability.

Responsible horizons,Sustainability
Making their mark on the world

Making their mark on the world

In this infographic we explore the world of impact bonds, assessing the growth and evolution of impact bonds since 2015.

Fixed income,Impact Bonds
Taking stock of the Responsible Horizons Euro Impact Bond Fund

Taking stock of the Responsible Horizons Euro Impact Bond Fund

In this video, Fabien Collado, portfolio manager, Responsible Horizons Euro Impact Bond Fund, discusses Insight Investments experience managing responsible portfolios, the Fund’s investment approach and impact objectives, the current conditions in the impact market and the potential risks and opportunities ahead for 2022.

Fixed income,Impact Bonds,Responsible horizons
Inflation: is it all bad news for bonds?

Inflation: is it all bad news for bonds?

Rising interest rates and growing inflationary pressures present both opportunities and threats to fixed-income investors, says Insight Investment portfolio manager Adam Whiteley.

Bank of England,Currencies
Passing fad or new wave?

Passing fad or new wave?

As demand for sustainably invested products gathers pace, issuers of sustainability-linked bonds (SLBs) are gaining inroads to fixed income markets. Here, Insight Investment portfolio manager Lutz Engberding, assesses their appeal and what the inflationary picture may hold for investors in the year ahead.

ESG,Inflation,Sustainability
BROCHURE

How Insight invests responsibly – an overview

Responsible investment is about taking all risks into account, for both the short and long term. This is not a niche approach relevant to only a few investors, or just part of a portfolio – we believe the right way to invest for the long term is to invest responsibly.

$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

For a full list of risks applicable to this fund, please refer to the Prospectus or other offering documents. Please refer to the prospectus, and the KIID 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.

The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not guaranteed.

Insight Investment uses impact bonds as an umbrella term for fixed income issuances the proceeds of which are dedicated solely to projects intended to meet environmental or social criteria. This encompasses the universe of bonds referred to as green or sustainable as well as more specific outcome-oriented issuances such as blue, gender and transition bonds.

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