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How Fidelity's target date strategies help solve the retirement savings challenge

Fidelity portfolio managers share their perspectives on the markets and explain why Fidelity's target date strategies are a compelling and differentiated retirement savings option.

Target Date Investing: How Fidelity Helps Investors Navigate Today’s Dynamic Market Environment

Investment insights for advisors and other investment professionals

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Key Takeaways

  • Fidelity Portfolio Managers Brett Sumsion and Finola McGuire Foley believe that the past five years have been an important test of their investment process for Fidelity target date strategies—one that reinforces their belief in diversification as the key ingredient to helping long-term investors navigate different market environments.
  • In discussing their active asset allocation tilts to Fidelity's actively managed target date strategies, the team explains why they have recently favored non-U.S. equities over U.S. equities, and why fixed income securities offer more-compelling value than they have in years.
  • Brett and Finola also discuss how the team uses research on the savings behaviors of Fidelity's retirement plan participants to enhance Fidelity's glide path (strategic asset allocation), and they highlight the need for equities near and in retirement to account for inflation.

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Explore Fidelity's target date strategies

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Views expressed are as of the data indicated, based on the information available at that time, and may change based on the market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

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