The Investment Innovators Curve: A New Dimension to Benchmarking Portfolio and Organizational Performance 2021 | Pensions & Investments | 27 October 2021 | Webinar

For almost 20 years, Fidelity Investments has been conducting primary research to understand decision making among institutional investors and provide a benchmark for firms of varying types and sizes. Using a new framework we call the Investment Innovators Curve, this year’s study seeks to help firms define and understand the philosophical drivers of their organization and their investment approach. We believe that adapting and applying this theory in the context of investment management can provide investors with new and meaningful insights into the levers that they and their peers push on to generate returns.

Join Fidelity’s Dirk Hofschire, CFA, senior vice president of asset allocation research, and Stephen Benjamin, CFA, vice president of strategic research and insights, as they share insights derived from the 2021 Fidelity Institutional Investor Innovation Study and reveal how organizations can reflect on their approach to innovation as they navigate the headwinds of a shifting macro-environment.

2021 Speakers

Dirk Hofschire, CFA
Senior Vice President, Asset Allocation Research, Fidelity Investments

Stephen Benjamin, CFA, CAIA
Vice President, Strategic Research & Insights Group, Fidelity Investments

2021 Sponsor

• Fidelity Investments