Not FDIC Insured. No Bank Guarantee. May Lose Value.
Not NCUA or NCUSIF insured. May lose value. No credit union guarantee.
For institutional investor and investment professional use only.
Unless otherwise disclosed to you, in providing this information, Fidelity is not undertaking to provide impartial investment advice, or to give advice in a fiduciary
capacity, in connection with any investment or transaction described herein. Fiduciaries are solely responsible for exercising independent judgment in evaluating
any transaction(s) and are assumed to be capable of evaluating investment risks independently, both in general and with regard to particular transactions and
investment strategies. Fidelity has a financial interest in any transaction(s) that fiduciaries, and if applicable, their clients, may enter into involving Fidelity’s
products or services.
Fixed income investments entail interest rate risk (as interest rates rise, bond prices usually fall), the risk of issuer default, issuer credit risk, and inflation
risk. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. Lower-quality bonds can be more volatile and
have greater risk of default than higher-quality bonds.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
Past performance is no guarantee of future results.
Data as of 9/30/17. Data reflects the combined resources of Fidelity Institutional Asset Management® and Fidelity Investments.
Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC
or an affiliated company.
759865.5.0 FIDELIT Y INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., 500 SALEM STREET, SMITHFIELD, RI 02917 1117
• Comprehensive range
of solutions seeks to meet
the evolving needs of
• Strong investment management
that seeks to deliver consistent
alpha within a pension risk
• A track record across full
market cycles, derived from a
time-tested investment process
Experienced and Dedicated
• Resources solely focused on
pension risk management
• Experience in developing
and implementing $16 billion
in de-risking solutions for
over 70 clients
• Application of capital market
perspectives and real-world
• Fidelity has managed
fixed income for over
• Over $1 trillion in assets
• Over 150 investment
• A rigorous
Gain access to Fidelity experts in an unprecedented exploration
of Fidelity Fixed Income: go.fidelity.com/explorefixedincome.
Fidelity’s investment approach seeks to integrate in-depth LDI strategy analysis and
consultation with best-in-class fixed income portfolio management—all of which is
tailored to the specific goals, objectives, and constraints of the plan and its sponsor.
Pension Risk Management