Fidelity for Institutional Investors’ Post

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 

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!

Pensions & Investments’ 2023 survey of the largest money managers ranks Fidelity 4th in institutional assets under management, with the biggest year-over-year growth percent change out of the top 10 at 29.54%. Fidelity’s Christian Pariseault, CFA weighs in on what he thinks drove the surge.

15 minutes goes by fast, especially during a lively discussion on opportunities in the direct lending market at the Institutional Investor Private Credit Forum in Chicago. During the interview-style session, David Gaito, CFA, head of Direct Lending at Fidelity Investments, addressed several questions at the top of investors’ minds, including: ▪️ What are the key differentiators that set successful direct lending firms apart in today’s competitive market? ▪️ Are we witnessing a “race to the bottom” in term of loan covenants and borrower standards, due to new entrants to the private credit space? ▪️ Is the private credit market prepared for a potential economic downturn? Didn’t make the event? Learn more about the case for direct lending here: https://lnkd.in/eyTYk9ck

Is China heading for a downturn that mirrors Japan's in the 1990s? Our latest research found differences in their economic paths that could point to a better outcome for China, especially around valuations. Fidelity’s latest white paper, “Why China may follow a different recovery path than Japan,” helps separate fact from fiction when it comes to the parallels between the two countries and offers insights on China’s unique concerns and potential as a global economic leader. Read it here: https://lnkd.in/e5FnGef2