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FutureWise Investment Update

Fidelity

Fidelity - Investment insights team

Our quarterly review of FutureWise

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. 

FutureWise - 1 year on 
  
James Monk, Investment Director, reflects on the success of the new Target Date Fund strategy against its objectives, both in terms of performance and reducing carbon footprint. He also reflects on key drivers in bond markets with Stacie Mitchinson, Systematic Investment Director.