You are on the Fidelity website for Institutional Investors.
Provided by FIAM LLC, a registered investment adviser.
FIAM STRATEGIES
FIAM Pension Journey Pools
The pools seek capital growth while hedging varying degrees of interest rate risk typically embedded in traditional annuity obligations of corporate defined benefit plans. This is accomplished by diversifying across a range of equity and fixed income securities. The mix between the two corresponds with typical hedging allocations across a policy glide path.
Commingled Pools are only available to certain qualified retirement plans.
Investment approach
Each pool employs a fund-of-funds approach, with the ability to invest in collective investment trusts, mutual funds, and/or exchange-traded funds (ETFs) to seek to achieve the desired return-seeking and liability-hedging exposures and seeks to add value from two independent alpha sources: active asset allocation within stipulated manager/security selection decisions.
Unique challenges require unique solutions
Increasingly for many corporate plan sponsors the definition of success is reaching fully funded status–whether or not they intend to terminate.
Fidelity's legacy of asset management and retirement expertise gives us a unique view into the challenges plan sponsors face. In response, we have developed a first-of-its-kind series of commingled pools that are intended to provide plan sponsors with a structured path towards full funded status in a cost-efficient manner.
For illustrative purposes only.
Each pool provides a different balance of return-seeking and liability-hedging exposures to match a pension in its individual journey to fully funded status. The variety of pools allows sponsors to react to changes in funded status, risk profile, or investment objectives quickly and easily.
Contact a Fidelity representative
FIAM STRATEGIES
Asset allocation strategies
An institutional focus on managing asset allocation strategies across disciplines.
793535.5
2C4FF4B28F744DCAA32C4BA5BB46D239