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Insights & Opinions

Home    Insights and Opinions    Investment

Investment

FutureWise Investment Update

James Monk

James Monk - Investment Director 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, updates on FutureWise performance and outcomes for members, and our progress against sustainability metrics. 

James meets Natasha Richards, Director, Solutions and Multi-Asset, who explains how private assets are being introduced to FutureWise and the benefits that they can provide to you and your members.

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.

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