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FutureWise Investment Update

James Monk

James Monk - Fidelity International

Our quarterly review of FutureWise

James Monk, Investment Director, reflects on the performance of FutureWise against the challenging market backdrop caused by Liberation Day and global tariffs. Hear how governance has come to the fore and private assets are being added to the investment strategy to provide further diversification.

James Monk, Investment Director, reflects on the third quarter of 2024 and how our award winning default investment solution, FutureWise, is delivering against its performance and sustainability objectives.

This quarter, James and Julie-Ann Ashcroft, Portfolio Manager - Sustainability, talk us through the introduction of four new bond funds to the strategy.

James Monk, Investment Director, reflects on the second quarter of 2024 and how our default fund for workplace pensions, FutureWise, is delivering against its objectives, both in terms of performance and reducing carbon footprint. This quarter, we also get insight from Jihad Younan, Director, Client Solutions, on FutureWise’s dynamic de-risking approach and how it helps to support good member outcomes on the approach to retirement. 

James Monk, Investment Director, reflects on the first quarter of 2024 and how the Target Date Fund strategy is delivering against its objectives, both in terms of performance and reducing carbon footprint. With the launch of Fidelity’s Nature Roadmap, we explore the importance of biodiversity and deforestation with Emilie Goodall, Head of Stewardship, Europe.