Fidelity for Institutional Investors

In our latest market update, Fidelity’s Asset Allocation Research Team reviews the second quarter of 2024 in the markets and shares a look at what might be ahead. Learn more at https://lnkd.in/dPf2EGXs.

Today’s complex investing landscape requires more than a one-size-fits-all approach. Fidelity’s solutions for institutional investors aim to be custom-fit to our clients’ needs, powered by our teams’ deep expertise to help your organizations reach its objectives. Find out how Fidelity portfolio managers like Erika Murphy, CFA, CAIA ensure that they’re uncovering their highest conviction ideas on behalf of our clients. https://lnkd.in/eBeSzjAZ

How can endowments & foundations help preserve their spending power in times of higher inflation? We’re tackling this topic from our full paper, “A playbook for endowments and foundations (E&Fs) to help navigate higher inflation,” below. Check it out. ⬇

Meet Jennifer Bahus. As Vice President of Philanthropic Consulting, Jennifer works with nonprofit organizations, companies, individuals, and families to achieve greater impact through philanthropy.

Check out this Q&A with Fidelity Institutional Portfolio Manager Ian Johnson and StepStone partner Michael Elio as they discuss what endowments and foundations should know about investing in private assets. ◾Navigating the complexities of the asset class ◾Impact of manager selection ◾Current valuations ◾Evolution of secondary private markets https://lnkd.in/eF2_mK3Y 

During the recent Institutional Investor Week event in Newport, RI, Erika Murphy, CFA, CAIA led an Expert Corner workshop session, where she and a cohort of select institutional investors took a deep dive into some of the complex challenges facing institutions and asset managers today, like: ▪️ If traditional asset correlations are valid in today’s high-interest economy ▪️ The new role of hedge funds ▪️ How much of our portfolios should be allocated to private equity Erika was able to offer her nuanced perspective and actionable strategies, all backed by her experience as a portfolio manager in the Global Institutions Solutions (GIS) group at Fidelity. Learn more about solutions for endowments, foundations, and non-profit organizations at i.fidelity.com/nonprofits. Diversification does not ensure a profit or guarantee against a loss.

Read now – Harley Lank, David Gaito, CFA, Karin Fronczke and Christian Pariseault, CFA spoke with Pensions & Investments on Fidelity’s approach to building robust alternative offerings including private credit, private equity, and real estate for the institutional space. https://lnkd.in/gmJExZmM

At the Endowments & Foundations Roundtable East in Boston, Erika Murphy, CFA, CAIA, Portfolio Manager at Fidelity, recently walked a small group of institutional investors through the techniques that may be used to manage liquidity targets. During the breakout discussion, Erika shared insights on how to invest liquidity, as well as when it may be time to reset return expectations. See more of Erika’s liquidity management principles for endowments and foundations—including how to develop a liquidity plan—in her article here: https://lnkd.in/ebiEqY9w

The MFA Network was a lively, two-day networking and business development conference for the #alternativeinvestments industry in Boston. Mitch Livstone, PhD and Chief Investment Officer of Arbitrage & Hedging Solutions, spoke on alternative strategies impacting portfolio management including learning opportunities from 2023, and arbitrage and relative value used in multi strategy portfolios. The event featured educational programming, peer-to-peer discussions, 1:1 connections and more. Take a look!

During a recent event where we hosted some of our key global clients, Vadim Zlotnikov and Casey Condron led attendees through a deep exploration of macro topics, industry trends, and strategy. The clients also had the chance to tour Fidelity Center for Applied Technology®(FCAT). See them all in action!