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.
Investment Professional | LSEG
3w“So the power of not letting the news and the short term events get to you is one of the most important things.” Brilliant insight Joe Dowling This stood out among the main messages that stuck with me after listening to Nassim Nicolas Taleb’s “Black Swan”