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Tim Sutton
Tim Sutton

Business Development Director, UK & Ireland Institutional

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+44 (0)207 074 5224
7 Deadly wins - Fidelity client strategies for 2009
2009 Financial News Awards for excellence in Institutional Client Service

Defined Benefit Pension Plans - UK and Ireland

The recent past has been a turbulent period for defined benefit (DB) pension provision in the UK and Ireland. A combination of new accounting rules, painful market conditions and changes in mortality have created extremely challenging circumstances for many pension funds. Sponsors have been increasingly forced to prioritise pensions in their financial planning.

At Fidelity, we know that successful pension funds need to manage short-term risks while aiming to deliver long-term returns. We offer a wide range of solutions to companies, local authorities and charities as they look for new solutions to work through the current funding challenges. Our investment products focus on delivering performance for the long term and include:

  • Global and UK fixed income
  • Global, UK and regional equities
  • Multi-asset and diversified growth strategies
  • Cash management

Our "7 Deadly Wins" look at a number of strategies that are relevant in the current environment and where we believe Fidelity has a competitive edge. From global equity to UK real estate we have highlighted investment ideas that institutional investors are likely to find of interest.
We offer effective management of cash reserves through the Fidelity Institutional Cash Fund (ICF).
We have established a strong reputation in the management of institutional fixed income assets through our well defined investment philosophy, commitment to in-house research and rigorous and repeatable process.
Our Diversified Growth Fund builds on our many years' experience of managing multi-asset portfolios. It offers access to a broad range of asset classes, through a "best of breed" approach incorporating external fund managers in a flexible fund structure.
We have developed a range of equity funds that enable institutional investors to benefit from our extensive research resources and the stockpicking skills of our investment management team.
LDI
We are ideally positioned to help our clients with their Liability Driven Investment (LDI) requirements.