Tag: Fidelity Investments

Asset Allocation May 25, 2021

Fidelity 401(k) Plan Balances Rise to New High in Q1

Despite economic fallout from the pandemic, defined contribution plan balances remain strong.

Research March 3, 2021

Retirement Account Balances Rise to Record Levels in Q4

Women are ‘saving more for retirement than ever before’ with record contribution rates.

Asset Allocation November 15, 2019

Baby Boomers Carry Risky Levels of Stocks, Says Fidelity

Almost 1 in 3 of them are heading into retirement equity-heavy, fund house finds.

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2021 Outsourced-Chief Investment Officer Survey

2020 Transition Management Survey

2020 Liability-Driven Investment Survey

2021 CIO Influential Investors Forum and Industry Innovation Awards Dinner

December 7, 2021 | Chelsea Piers, Pier 60 New York

Clint Coghill discusses the data challenges facing the institutional investment community

Backstop Solutions Group CEO Clint Coghill provides insight in the challenges Institutional investors face in today's data-driven marketplace.

Sponsored by Backstop Solutions

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.
Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.
China Fixed Income: a fast-growing and strategic asset class With global government bond yields low or negative, investors are increasingly searching for alternative diversifiers to equities. An active approach to China fixed income can serve as a powerful diversifier in global fixed income portfolios.