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    Why Insight for core plus?

    Why Insight for core plus?

    Be intentional

    Insight’s core plus strategy invests deliberately across the full range of credit markets. It is designed to be the backbone of your fixed income allocation.

    Consistent track record

    Top quartile performance versus eVestment peer group over 10 years1

    Alpha through credit strategy

    Alpha historically dominated by sector and security selection across the multiple sectors we invest in, with a lower reliance on duration positioning2

    Proprietary approach for scaling risk allocations

    We implement Insight’s Units of Risk approach to scale our multi-sector fixed income allocations in a precise and deliberate manner. This helps us target compelling diversification across multiple fixed income sectors and ensure no one allocation is likely to dominate our investment performance. 

    2008

    strategy inception

    $7.9bn

    strategy assets2

    over 22

    years' experience3

    41

    global credit research analysts3

    A stronger core – dynamic multi-sector investing

    Insight has a long track record and enviable pedigree of delivering nimble and dynamic multi-sector core plus strategies to our clients. Our Senior Portfolio Manager, James DiChiaro, outlines Insight's capabilities, and our commitment to a diversified and intentional multi-sector core plus approach that aims to deliver outperformance primarily from sector and security selection, not through interest rate bets. 

    Meet the team

    Insight's core plus managers draw on our 161 fixed income investment professionals, with specialist expertise ranging across rates, investment grade credit, structured credit, high yield and emerging market debt. 

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    Scott Zaleski, CFA

    Head of US Multi Sector Fixed Income

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    Scott Zaleski, CFA

    Head of US Multi Sector Fixed Income

    Scott is Head of Insight’s US Multi-Sector fixed income team and is responsible for the oversight and management of US core and core plus fixed income strategies. Scott joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He joined Mellon Investments Fixed Income Group in 2014 focusing on global multi-sector strategies. Prior to joining Mellon Investments, Scott worked at the Flatley Company, where he was a senior portfolio manager responsible for managing the fixed income absolute return strategy. Additional experience includes positions at Wellington Management Company as a fixed income portfolio manager and credit analyst focused on corporate credit and structured products. Scott also held investment management positions at Putnam and Fidelity Investments. Scott earned an MS in Finance from Boston College and a BS from Skidmore College. He is a CFA charterholder and is a member of the CFA Institute.

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    James DiChiaro

    Senior Portfolio Manager, Active Management

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    James DiChiaro

    Senior Portfolio Manager, Active Management

    James joined Insight's Fixed Income Group in 1999 (via predecessor company, Cutwater Asset Management) and has worked in the financial services industry since 1998. As a senior portfolio manager, James’s responsibilities include managing the firm’s core, core plus, select income, and high yield strategies.  James also has an extensive history in managing long duration taxable and tax-exempt strategies as well as money market portfolios. James holds a BS degree from Fordham University and an MBA from Pace University.

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    Erin Spalsbury, CFA

    Head of US Investment Grade

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    Erin Spalsbury, CFA

    Head of US Investment Grade

    Erin joined Insight’s Fixed Income Group in August 2019 as a Senior Portfolio Manager responsible for managing credit portfolios, including long duration and customized bond solutions. Erin was promoted to Head of US Investment Grade in 2022. She previously worked at Conning, Inc. as a fixed income portfolio manager, where she managed credit liability-driven portfolios for pension and insurance clients. Prior to Conning, Erin worked at JP Morgan Asset Management as a fixed income portfolio manager, where she managed credit/customized portfolios for a full range of clients with a focus on pensions, and also handled credit trading. Erin holds a BA in Economics/Mathematics from Boston University and is also a CFA charterholder.

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    Brendan Murphy, CFA

    Head of Fixed Income, North America

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    Brendan Murphy, CFA

    Head of Fixed Income, North America

    Brendan joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has worked in the investment industry since 1996. Brendan is Head of Core Fixed Income, North America. In this role, he responsible for all core US Fixed Income including the US Core and Multi Sector, US Rates and Mortgages, US Insurance and US Investment Grade teams. He will continue his responsibilities as the lead portfolio manager for the global and opportunistic fixed income strategies in North America and oversee our associated team. He previously served as senior portfolio manager for non-US, global and opportunistic bond portfolios at Mellon Investments. Before managing portfolios, he was a senior trader responsible for non-US-dollar developed and
    emerging market securities as well as foreign exchange. Prior to joining Mellon Investments, Brendan was a senior trader responsible for investment grade corporate bonds at State Street Research. Brendan received a BA from Trinity College. He is a CFA charterholder and is a member of the CFA Institute.

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