Fidelity for Institutional Investors

Liability-driven investing was a key topic at Pensions & Investments Pension Derisking conference. Fidelity’s Michael Jarasitis, CFA shared insights on optimizing LDI strategies to help meet objectives alongside David Eichhorn, Stephen Mullin and Shawn Pope, CFA. To learn more about Liability-Driven Investing, click here: https://lnkd.in/gi_xaXDC

How do Fidelity’s Erika Murphy, CFA, CAIA, Neil Constable, and Beau C. help our institutional clients meet their unique investment goals? In short: collaboration. Working with our massive network of research analysts, portfolio managers at Fidelity have unparalleled access to the market and sector insights to inform portfolios that outperform, consistently delivering alpha to their clients. To hear from Erika, Neil, and Beau about how they use collaboration as a powerful investment tool, watch this video: https://lnkd.in/exXnFQPw

The 2024 Fixed Income & Credit conference brought together asset allocators and industry specialists to discuss the latest strategies in fixed income across public and private markets. From insightful panels to engaging discussions, it was a day filled with knowledge and networking. Fidelity's Therese Icuss joined panelists on stage to discuss the role of private credit in institutional portfolios, risks, opportunities in middle-market segments, and shifts in origination amid current market challenges. To learn more about Fidelity's offerings, click here: https://lnkd.in/eM83THHd

Looking for ways to invest in companies developing AI technologies? Our new white paper, “Accessing the breadth of AI-related investments,” explores use cases related to AI, key AI terms, and potential AI-related opportunities to uncover in both public and private markets. Read it here: https://lnkd.in/e3b9JSbe

To deliver alpha to clients, Fidelity portfolio managers Therese Icuss, Chris Lin, and Andrew Dierdorf harness the power of collaboration. Fidelity’s vast investment platform gives them access to insights across asset classes—from fixed income to equities to alternatives. This, coupled with in-depth discussions with our extensive network of research analysts, allows them to synthesize diverse viewpoints to deliver results. Discover how Chris, Therese, and Andrew’s collaborative approach translates into portfolios that outperform—watch our video for an in-depth look: https://lnkd.in/exXnFQPw

“If all goes as the market expects, the Federal Reserve is less than a week away from cutting interest rates for the first time since the onset of the Covid-19 pandemic,” according to a recent Morningstar article featuring Fidelity’s Denise Chisholm, director of quantitative strategy. Read about her perspective on why the Fed is cutting rates and what other indicators she believes investors should be watching: https://lnkd.in/g9rH28dH

When it comes to preserving real wealth for endowments & foundations, which asset classes can help hedge inflation? Part three from our full paper, “A playbook for endowments and foundations (E&Fs) to help navigate higher inflation,” below. Check it out!

What are the opportunities and risk in mezzanine debt? Fidelity’s Fung L. and Andy Rubin, CFA explore the potential for attractive risk-adjusted returns in a misunderstood part of the real estate debt market. https://lnkd.in/gz5VNNJg

In today’s investing environment, it’s becoming more challenging to find unexpected opportunities. That’s why our team takes advantage of Fidelity’s proprietary research and differentiated investing insights to help institutional investors add alpha and help meet their objectives. Discover how portfolio managers like Chris Lin use data to make investment decisions and stay focused on what’s best for our clients. https://lnkd.in/eUbGW32j

Higher education institutions are in the spotlight as Congress eyes expiring tax provisions. Learn more about how the evolving political and tax landscape could impact endowments. https://lnkd.in/eBy-DtNT