Responsible Horizons

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Learn more about our euro impact bond strategy Learn more about our euro impact bond strategy

Insight’s Responsible Horizons strategies are specifically designed for investors seeking responsible investment outcomes.

A leader in responsible investment and fixed income

2006

Founding signatory to PRI¹

>148

Number of ESG-focused engagements in 2023²

161

Investment professionals in Insight’s Fixed Income Group²

>3,000

Issuers covered by Insight’s Prime corporate ESG ratings³

How Insight invests responsibly

Insight’s mission is to offer investors a different approach to achieving their investment goals; one that prioritises the certainty of meeting their chosen objectives in contrast to the traditional focus on maximising return and minimising volatility.

We believe ESG risks can introduce additional uncertainty for investment strategies. As a result, integrating ESG issues into our investment processes, and in our dialogue with issuers and other stakeholders, can in our view have the potential to help our clients achieve their desired outcomes.

Stewardship code.JPG

This belief is central to Insight's philosophy Read more Read less

The Responsible Horizons strategies Read more Read less

Educating investors about the issues Read more Read less

Insight was a founding signatory to the UN-supported PRI in 2006. We are committed to strive for transparency around our approach to responsible investment issues: we are a signatory to the UK Stewardship Code, the Net Zero Asset Managers initiative and the UN Global Compact, and are a supporter of the Task Force on Climate-Related Financial Disclosures (TCFD).

The Responsible Horizons strategies build on this commitment. Our ambition for the Responsible Horizons range is to create an industry-leading range of ESG portfolios for clients that wish to place sustainability considerations at the heart of their investment allocations.

Investors face a wide variety of terms relating to responsible investment and ESG factors, some without a standard definition. To help investors, our responsible investment glossary defines a range of key terms and initiatives.

More details on issues related to responsible investment, including regular market insights, views from industry experts and information on Insight’s approach, are available on our responsible investment microsite.

Responsible Horizons strategy criteria

The Responsible Horizons strategy range aims to help investors achieve two key goals: an investment portfolio that aligns with both future financial targets and sustainability goals. Click on each number to learn more:

The Responsible Horizons Euro Corporate Bond, Responsible Horizons UK Corporate Bond, Responsible Horizons Multi-Sector Credit and Responsible Horizons Strategic Bond strategies now embed a net-zero by 2050 target. These changes include:

a minimum allocation to companies that are at least committed to achieving a net-zero target, with this minimum allocation increasing over time; and
a carbon intensity level below a set amount (either a specified level or a benchmark, depending on the strategy), which will decline over time.

Investors in a specific strategy should consult the relevant documents for details of these changes.

READ: RESPONSIBLE HORIZONS - MAKE INVESTMENTS COUNT

Investment approach

We outline the investment approach common to the Responsible Horizons strategies in four simple steps:

Overview of our responsible investment capabilities

Insight’s extensive experience and expertise in responsible investment, in-depth data and analysis, and proactive engagement with issuers all play an integral role in the management of the Responsible Horizons strategies.

Insight's approach to impact bonds

Insight seeks to assess impact bonds – such as green bonds – to ensure they meet our requirements.

In-depth data and analysis

Prime: the ESG ratings supporting Responsible Horizons

Prime corporate ESG ratings: These cover over 3,000³ investment grade, high yield and emerging market issuers.

Prime climate risk ratings: These cover c. 9,500³ companies, and rate issuers by both their physical and transition risks with regard to climate change.
Prime sovereign risk and impact ratings: These cover over 126³ countries’ sustainability performance, with separate ratings seeking to highlight their ESG risks and their alignment with the UN Sustainable Development Goals.

More information on the Prime ratings is available here.

Proactive engagement on ESG issues

We believe exclusions alone are not necessarily enough to pursue the best possible outcomes for investors, and this drives us to focus on engagement with issuers, which may occur through direct dialogue, group meetings, collaborative initiatives and via our counterparties.

Three reasons for engagement with issuers

To manage and understand ESG risks
To hold issuers to account
To achieve positive change

Our strategies: in depth

Pure impact bond/impact issuer strategy


Fabien Collado, ESG Portfolio Manager	Lutz Engberding, Portfolio Manager

"This strategy aims to enable investors to make an impact in a transparent way, by exploiting both use-of-proceeds impact bonds and positive impact issuers."

FABIEN COLLADO, ESG PORTFOLIO MANAGER

Investors are increasingly seeking a positive environmental or social impact with their assets, but it can be difficult to know how or to know the difference your investment makes.

The Responsible Horizons Euro Impact Bond strategy aims to be an important building block for investors who want to achieve a positive environmental and social impact alongside financial returns.

This strategy is managed to align with Article 9 under the EU Sustainable Finance Disclosure Regulation (SFDR).

LEARN MORE ABOUT OUR EURO IMPACT BOND STRATEGY

European sustainable corporate bond strategy


Robert Sawbridge, Head of Responsible Investment	Fabien Collado, ESG Portfolio Manager	Lutz Engberding, Portfolio Manager

"For investors pursuing a responsible approach to the euro corporate bond market, our strategy has been in place since 2017."

ROBERT SAWBRIDGE, HEAD OF RESPONSILBE INVESTMENT

In our experience, many investors are seeking exposure to the euro corporate bond market through an approach that seeks to outperform a mainstream index, but in a responsible way.

The Responsible Horizons Euro Corporate Bond Fund seeks to profit from opportunities in bond and derivative markets, and will only invest where minimum standards for ESG factors are met. It also seeks to make a positive impact by favouring issuers with superior sustainability profiles.

This strategy is managed to align with Article 8 under the EU Sustainable Finance Disclosure Regulation (SFDR).

This strategy incorporates net-zero related characteristics, including a minimum allocation to companies that are at least committed to achieving a net-zero target, which will increase over time; and a carbon intensity level below the benchmark, with a maximum level which will decline over time.

Emerging markets impact bond/ impact issuer/ improving issuer strategy

The strategy provides investors an opportunity to make a meaningful impact. Emerging markets are home to 85% of the world’s population⁵, cover 77% of the world’s land mass⁶ and over 70% of the energy supply is reliant on fossil fuels⁷. Bondholders are the principal provider of public capital to emerging market corporate issuers, given over 60% of them have no publicly listed equity. That places bondholders in a unique position to partner with issuers over the long term to make an impact.

This strategy is managed to align with Article 9 under the EU Sustainable Finance Disclosure Regulation (SFDR).

LEARN MORE ABOUT OUR EMERGING MARKET DEBT IMPACT STRATEGY

Meet some of our team

Robert Sawbridge, CFA

Head of Responsible Investment

Fabien Collado, CFA

ESG Portfolio Manager

Adam Whiteley, CFA

Head of Global Credit

Lutz Engberding, CFA

Portfolio Manager

Sheena Schyma

ESG Investment Specialist

Rhona Cormack

Senior Stewardship Analyst

Ruth Hannigan

Portfolio ESG Analyst

Useful links

Responsible Horizons | Insight Investment

About Insight

Capabilities

Funds & prices

Important information

A leader in responsible investment and fixed income

This belief is central to Insight's philosophy Read more Read less

The Responsible Horizons strategies Read more Read less

Educating investors about the issues Read more Read less

Our strategies: in depth

FABIEN COLLADO, ESG PORTFOLIO MANAGER

ROBERT SAWBRIDGE, HEAD OF RESPONSILBE INVESTMENT

Meet some of our team

Important information

A leader in responsible investment and fixed income

This belief is central to Insight's philosophy Read more Read less

The Responsible Horizons strategies Read more Read less

Educating investors about the issues Read more Read less

Our strategies: in depth