Leadership Series

Featured Insights

Customized Solutions – Helping Clients Achieve Their Investment Goals

Chuck McKenzie, Head of Global Solutions for Pyramis Global Advisors, provides an in-depth look at outsourcing and...

View

First Quarter 2014 Compendium

The first quarter Leadership Series Compendium assembles thoughtful content published in the first quarter that...

View

2013 Pyramis US Corporate Mid-Market Pulse Poll

In September and October 2013, Pyramis Global Advisors surveyed executives from 166 mid-sized corporations to better...

View

2012 Pyramis Global Institutional Investor Survey Results

The Pyramis global institutional investor survey regularly asks leading pension plan sponsors about the challenges they...

View

Money Markets: Bank Regulatory Environment and Impact on Money Market Funds

Members of Fidelity’s institutional portfolio money market management team review the impact of Basel III banking...

View

Stretching for Yield in the Fixed Income Market

Jeff Moore, CFA, portfolio manager, examines the risks of stretching beyond historical risk tolerances in pursuit of...

View
     
Previous Next
pdf

Comparing Retail and Institutional Money Market Mutual Funds

Publication | August 2014

This educational piece provides a high-level overview of how the SEC’s final rules create a new distinction between “retail” prime and municipal money market mutual funds and “institutional” prime and municipal money market mutual funds.

pdf

Weekly Bond Market Update

Publication | August 1, 2014

This week, U.S. bond markets were focused on the Fed meeting, economic data, and geopolitical events.

pdf

Understanding Government and U.S. Treasury Money Market Mutual Funds

Publication | July 2014

This one-page educational piece provides a high-level overview of how the SEC’s new rules are expected to affect Government and U.S. Treasury money market mutual funds.

video

Overview of Final SEC Money Market Mutual Fund Regulations

Audio | July 2014

This podcast is intended to provide the listener with an overview of the SEC’s new regulations for money market mutual funds, which will be implemented over a multi-year period.

pdf

Glossary of Key Terms for Money Market Mutual Fund Regulation

Publication | July 2014

Part of the Fidelity Investments’ Money Market Reform Communication Series, the glossary provides brief definitions of key terms related to the SEC’s new rules for the regulation of money market mutual funds.

pdf

Weekly Bond Market Update

Publication | July 25, 2014

This week, U.S. bond markets were focused on geopolitical events.

pdf

Capitalizing on Inefficiencies in Mega-Cap Equities

Publication | July 2014

This is an updated June 2012 paper that discusses why these stocks are attractive and the reasons for taking an active approach to mega-cap investing.

pdf

Key Money Market Mutual Fund Regulations 2014: Overview of Final SEC Rules

Publication | July 2014

Grid presentation summarizing the July 2014 changes to Rule 2a-7.

video

Fixed Income Quarterly Perspectives

Video | Second Quarter 2014

Bob Brown, president of bonds, shares our current thoughts on the fixed income markets.

pdf

Fixed Income Sector Spotlight: Investment-Grade and High-Yield Credit

Publication | July 2014

This Spotlight looks at the corporate bond segment of the fixed income market—investment grade and high yield—and provides an update on supply and, an overview on valuations, and the portfolio manager’s outlook.

To contact a member of our business development team, please use the dropdown below to select your state.

General Inquiries

For non-media inquiries, please call 1-401-292-3431.

For media-related questions, please call 617-563-5800.