Fidelity for Institutional Investors | LinkedIn (2024)

Fidelity offers institutional investors – including retirement plan sponsors and endowments & foundations – access to first-hand market knowledge and investment insights from one of the world’s largest proprietary investment research organizations. Fidelity provides a broad and deep set of tailored institutional investment management capabilities – including Fidelity Institutional Asset Management (FIAM) strategies – across global equities, fixed income, multi-asset class, high income and alternatives.

Website

https://institutional.fidelity.com/app/item/RD_13569_29855/social-media-disclosure.html

External link for Fidelity for Institutional Investors

Industry

Financial Services

Company size

10,001+ employees

Headquarters

Boston, Massachusetts

• Fidelity for Institutional Investors

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  As we enter an era of peak globalization, long-accepted wisdom regarding outsourcing and cost efficiencies may no longer hold true. However new avenues for improving profitability and new areas for structural growth will likely emerge giving global investors investment opportunities. The latest supply chains or manufacturing hubs, helped along by government policies, and technology innovations may open multi-year potential for select companies and industries. Fidelity’s Sammy Simnegar and Yasmin Landy, CFA discuss the implications of peak globalization and its global impacts here: https://lnkd.in/eJ_PMTqu

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  Fixed income is gaining traction, judging by a packed panel at with.Intelligence Pension Bridge The Annual 2024.Featuring Beau C., “Fixed Income: A Defining Moment…” explored some of the many compelling reasons why investors may want to take another look at this asset class even after a decade of suppressed yields, including:• Close to longer-term averages for equity returns• Less volatility than some other asset classes• Potential diversification and attractive yield opportunities in global fixed income portfoliosGet the latest on fixed income news and trends here: https://lnkd.in/dA-HJ_Dz

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  Meet Benjamin Harrison, CFA a portfolio manager on our High Income & Alternatives team. Ben leads a team-based strategy managing high yield bond portfolios that aim to deliver the best risk adjusted yield and total return to Fidelity’s investors.

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  What drives the biggest changes in asset prices? We believe it’s surprises. Check out our 2024 Outlook for 5 potential surprises for the economy and markets—and what they could mean for your portfolio. https://lnkd.in/e_DiTRxy #assetmanagement

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  Institutional Investor: Who They Are and How They Invest

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  Fidelity’s Erika Murphy, CFA, CAIA shares her 3 investing considerations for Endowments and Foundations for 2024 with Chief Investment Officer here: https://lnkd.in/e-Yemart

  3 Investing Considerations for Endowments and Foundations for 2024 | Chief Investment Officer ai-cio.com

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  When it comes to alts, David Gaito, CFA, believes Fidelity’s strategic focus is uniquely positioned to help investors generate alpha through private credit strategies. In this video, David helps to demystify the asset class and explores the benefits of middle market investing. https://lnkd.in/dWjzzEuU

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  Recently, David Gaito, CFA was featured on InsuranceAUM.com’s podcast. Listen to his thoughts around Fidelity’s direct lending business to discover more.

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  Fidelity’s Target Date Team explores how China has become a “fulcrum issue” for asset allocators and what this may mean for Chinese equities and emerging market equities more broadly. https://lnkd.in/eapP8uFJ

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  Access to deep sector expertise helps Therese Icuss avoid secular headwinds and make private credit decisions. Hear more how Therese draws on Fidelity’s level of proprietary data to help deliver strong investment results for our institutional clients: https://lnkd.in/eGqNYH_P

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  Did you miss the most recent edition of Fidelity’s Institutional Insight & Outlook newsletter, featuring the newest investment insights from our thought leaders?Subscribe here for the next one: https://lnkd.in/e8S83bzgHere are a few highlights from our latest:◾ The results from our 2023 Institutional Investor Study showcasing key insights to help institutions navigate the market’s profoundly changing backdrop.◾ New Fidelity research diving into the potential impact of the rising cost of capital, and what it could mean for investors.◾ The biggest themes emerging from the global financial markets in Q1 2024.◾ Plus, two exclusive Outlook and Quarterly Market Update webinars for newsletter subscribers.

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