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    Pooled solutions at Insight

    Pooled solutions at Insight

    Pooled solutions

    We tailor solutions to each client’s specific needs. The shape of the solution will vary according to a number of factors relating to the client's own funding strategy including funding level, liability profile and tolerance for risk. We are proud to have ranked first place for Overall LDI Quality for the 13th consecutive year with UK investment consultants, based on Coalition Greenwich 2023 research.1

    We have grown to become one of the largest managers of LDI based on worldwide assets2. Our range of pooled LDI solutions can be used to manage both the inflation and interest rate risk which impact the funding level of your pension scheme.

    We also offer pooled maturing bond funds, which can help meet pension payments as part of a broader cashflow-driven investment (CDI) solution.

    Insight’s pooled fund platform – a flexible range of funds for every pension scheme’s needs

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    Why Insight for pooled LDI solutions

    Simplicity: less complex than many traditional segregated LDI solutions; pooled solutions are easy to implement and reporting is clear and concise. The funds can be combined with Insight's return-seeking funds or with those from an external manager.

    Flexibility: you can isolate the specific risk to hedge - interest rate, inflation, or both - and the timing of each, select the most appropriate type and mix of funds to meet your specific needs. Our range includes partially-funded portfolios, meaning you can plan an effective hedge using only a portion of your assets, helping to maximise the value of assets free to invest for growth.

    Performance: we continue to improve our solutions to deliver maximum value for our clients.

    Market leader: we have grown to become one of the world's largest managers of LDI solutions.2 This has allowed us to gain unique experience of successfully helping the widest range of clients develop and implement robust long-term funding strategies. In 2023 Insight was ranked in first place for Overall LDI Quality for the 13th consecutive year with UK investment consultants, based on Coalition Greenwich Associates' 2023 research.1

    Partnerships for the long term: we are committed to building strong and lasting partnerships based on trust, competence and effective communication. Our skilled and experienced professionals work collaboratively with our clients and their advisers, ensuring that their strategies are tailored for their specific circumstances, and respond quickly and effectively to their changing needs.

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    An Introduction to liability driven investment

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    Our LDI modelling tool aims to help you design a liability hedging solution for your pension scheme using Insight’s range of LDI pooled funds.

    Please input your liability profile below and click submit to generate an indicative solution based on these characteristics.

    £ million

    This must be no more than 9,999.9999 and contain no more than 6 decimal places.

    %

    This must be between 0 and 100 and contain no more than 1 decimal place.

    Access characteristics for your existing solutions by selecting the funds you already hold and adding the number of units you have.

    You can also simulate how altering your allocations across our funds might affect an overall LDI approach.

    Fund

    Fund filters
    Select funds
    Please add atleast one fund
    Enter your units held
    Fund Units held Delete
    Units held required and it should be greater than 0

    All modelling is for illustrative purposes only and is not intended to form investment advice. These solutions have been modelled with the aim of providing a duration match relative to the liabilities. There may be alternative solutions which provide a better match to the overall term structure. Please speak to your Insight contacts if you would like to discuss these.

    The modelling seeks to match the total interest rate sensitivity (PV01) and inflation sensitivity (IE01) of the target liabilities.

    Model results have certain inherent limitations. Unlike an actual performance record, model results do not represent actual trading/returns and may not reflect the impact that material economic/market factors might have. Clients' actual results may be materially different than the model results presented. The value of investments can go down as well as up as a result of market movements and investors may get back less than the original amount invested.

    LDI data library

    Fixed income data library

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    Fund documents

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