Sustainable Insight Capital Management
Institutional investment firm managing long-only public equities for the mainstream investor.
"The historical approach to investment had been based on the highly subjective opinion of analysts and portfolio managers. We feel strongly that this approach is inherently flawed. When presented with compelling evidence of a purely objective approach, centered around statistical measurements like ‘Analyst Skill’, we became convinced that a method of systematic recruitment would result in more consistent outperformance over the long run. The system was adopted in full and purposely built to capitalize on Analyst Skill. The result is a highly disciplined, systematic, and scalable investment strategy designed to help achieve our clients’ alpha-generating goals."
How We Work
Active & Passive Global Strategies
We provide asset owners a comprehensive suite of disciplined, systematic, and scalable investment strategies designed to help achieve their alpha-generating goals in U.S and International markets.
- US Equity Active Mandate
Long Only versus S&P 500
Since, June 28, 2013
- Global Equity Active Mandate
Long Only versus MSCI World
Since, June 28, 2013
- US Impact Active Mandate
Long Only versus S&P 500
Since, Nov 30, 2020
- US Equity
Long/Short, Market Neutral, Growth/Value, S&P/Russell
- EAFE Equity
Long Only, MSCI EAFE
- Emerging Markets Equity
Long Only, MSCI EM, China
Partnership & Customization
We successfully partner with asset owners and managers to create differentiated products that help clients with ESG and other long-term investment objectives across various investing strategies. Our US Impact Equity portfolio, which we co-manage with ESG data provider, Impact-Cubed, is a prime example of such a collaboration.
We also maintain a deep bench of hypothetical and model portfolios aimed at helping clients enhance existing products, create new ones and expand their equity sleeve. These include Emerging Markets, US Long/Short, China, and a range of other investment options.
Responsible Investing
We take responsible investing seriously. For more details, please read our Responsible Investing Policy. Here are some of the organisations that we have worked with:
SICM officers previously served on the founding Board of Directors and the Investor Advisory Group at SASB. Please read our Responsible Investing Policy
Our People
Meet The Team
A globally diverse and highly experienced group of individuals.
Kevin Parker
Managing Partner & Portfolio Manager
Milan, Italy
40 years experience
Gary Spiropoulos
Director of Portfolio Construction, Risk & Analytics
Sydney, Australia
22 years experience
Steve Roberts
Director of Technology, Data Strategy & Analytics
Brighton, England
21 years experience
George Parker
COO & General Counsel
New York, US
26 years experience
Sonia Bhatnagar
Chief Financial Officer
New York, US
30 years experience
Jodie Jensen
Business Development
New York, US
34 years experience
Jean W. Thomas
Managing Consultant
New York, US
30 years experience