PLANSPONSOR - October/November 2018 - 33

SPONSORED RESEARCH
SPONSORED RESEARCH
It's the trust between us and investment partners that has been created over the years
that is important to us. Technology and its advances will not have a profound effect on
this trust, which becomes a very beneficial factor in the coexistence of both parties.
- SURVEY RESPONDENT, EUROPEAN ENDOWMENT/FOUNDATION
It's the trust between us and investment partners that has been created over the years
that is important to us. Technology and its advances will not have a profound effect on
this trust, which becomes a very beneficial factor in the coexistence of both parties.
- SURVEY RESPONDENT, EUROPEAN ENDOWMENT/FOUNDATION
HAVE YOU EXPLORED WAYS TO INCORPORATE TECHNOLOGIES SUCH
AS ARTIFICIAL INTELLIGENCE AND OTHER ADVANCED ANALYTICS INTO
YOUR INVESTMENT DECISION-MAKING PROCESS?
HAVE YOU EXPLORED WAYS TO INCORPORATE TECHNOLOGIES SUCH
AS ARTIFICIAL INTELLIGENCE AND OTHER ADVANCED ANALYTICS INTO
YOUR INVESTMENT DECISION-MAKING PROCESS?
71%
23%
1%
6%
71%
23%
1%
6%
33%
14%
33%
14%
42%
42%
Americas
Americas
Rest of World
12%
Numbers may not sum to 100% due to rounding.
Rest of World
12%
ImplNumbers may not sum to 100% due to rounding.ications for Institutions
Implications for Institutions
Yes, we have fully integrated it
into our decision-making process
Yes, we are currently testing it in
our decision-making process
No, but we are exploring its
capabilities
No, but we are exploring its
capabilities
Yes, we are currently testing it in
our decision-making process
No, with no immediate plans
to consider
No, with no immediate plans
to consider
Yes, we have fully integrated it
into our decision-making process
About the Survey
The Fidelity Global Institutional Investor
Survey is one of the largest in the industry.
The survey polled chief executive officers,
chief investment officers, treasurers,
and other investment executives at 905
institutions in 25 countries across the
Americas, Europe, and Asia.*
About the Survey
The Fidelity Global Institutional Investor
Survey is one of the largest in the industry.
The survey polled chief executive officers,
chief investment officers, treasurers,
and other investment executives at 905
institutions in 25 countries across the
Americas, Europe, and Asia.*
At the
Based on the survey's findings, we encourage institutional investors to
examine their commitment to having the right team in place to embrace new
technologies. For those testing AI, blockchain, and other innovations-and
even those still sitting on the sidelines-now is the time to build a deeper
understanding of these powerful new tools, and a clear sense of how peers
and partners are using them. As with any cutting-edge approach, unanticipated
risks will emerge and caution is advisable. But those who are not exploring
transformative technology and recognizing its potential impact on the
i anvestment ecosystem could rapidly find themselves falling out of touch.
Based on the survey's findings, we encourage institutional investors to
examine their commitment to having the right team in place to embrace new
technologies. For those t sting AI, blockchain, and other innovations-and
even those still sitting on the sidelines-now is the time to build a deeper
understand ng of these powerful new tools, and a clear sense of how peers
nd partners are using them. As with any cutting-edge approach, unanticipated
risks will emerge and caution is advisable. But those who are not exploring
transformative technology and recognizing its potential impact on the
investment ecosystem could rapidly find themselves falling out of touch.
For more data and insights, see go.fidelity.com/globalsurvey.
* Regions (countries) surveyed include the Americas (Brazil, Canada, Mexico, United States), Asia
ex. Japan (Australia, China, Hong Kong, Singapore, South Korea, Taiwan), Europe ex. UK (Denmark,
Finland, France, Germany, Iceland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland,
South Africa), Japan, and the United Kingdom.
† Fidelity Investments and FIAM are unaffiliated with Strategic Insight, Inc., and the Financial Times.
The article content is provided by Fidelity Institutional Asset Management®
For more data and insights, see go.fidelity.com/globalsurvey.
* Regions (countries) surveyed include the Americas (Brazil, Canada, Mexico, United States), Asia
ex. Japan (Australia, China, Hong Kong, Singapore, South Korea, Taiwan), Europe ex. UK (Denmark,
Finland, France, Germany, Iceland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland,
South Africa), Japan, and the United Kingdom.
† Fidelity Investments and FIAM are unaffiliated with Strategic Insight, Inc., and the Financial Times.
The article content is provided by Fidelity Institutional Asset Management®
(FIAM®
PLANSPONSOR are unaffiliated.
All trademarks and service marks presented herein belong to FMR LLC or an affiliate, except for
third-party trademarks and service marks, which belong to their respective owners.
Information presented herein is for discussion and illustrative purposes only and is not a
recommendation or an offer or solicitation to buy or sell any securities.
FIAM does not provide legal or tax advice, and we encourage you to consult your lawyer, accountant,
or other advisor before making any financial decisions.
© 2018 FMR LLC. All rights reserved.
(FIAM®
PLANSPONSOR are unaffiliated.
All trademarks and service marks presented herein belong to FMR LLC or an affiliate, except for
third-party trademarks and service marks, which belong to their respective owners.
Information presented herein is for discussion and illustrative purposes only and is not a
recommendation or an offer or solicitation to buy or sell any securities.
FIAM does not provide legal or tax advice, and we encourage you to consult your lawyer, accountant,
or other advisor before making any financial decisions.
© 2018 FMR LLC. All rights reserved.
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., 500 SALEM ST., SMITHFIELD, RI 02917
864422.1.0
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., 500 SALEM ST., SMITHFIELD, RI 02917
86442210
). FIAM and
). FIAM and
time of the survey, these organizations
cumulatively represented more than
$29 trillion (USD) in investable assets.
Institutional investors surveyed included
private- and public-sector pensions,
insurance companies, endowments and
foundations, and sovereign wealth funds.
Fidelity Institutional Asset Management
(FIAM) conducted the survey of
institutional investors from June through
July 2018. The surveys were executed in
association with Strategic Insight, Inc., in
the United States and Canada, and with
FT Remark, a Financial Times company,
in Europe, Asia, and the remaining
countries.†
At the
time of the survey, these organizations
cumulatively represented more than
$29 trillion (USD) in investable assets.
Institutional investors surveyed included
private- and public-sector pensions,
insurance companies, endowments and
foundations, and sovereign wealth funds.
Fidelity Institutional Asset Management
(FIAM) conducted the survey of
institutional investors from June through
July 2018. The surveys were executed in
association with Strategic Insight, Inc., in
the United States and Canada, and with
FT Remark, a Financial Times company,
in Europe, Asia, and the remaining
countries.†
Institutional executives
responded to an online questionnaire or a
telephone inquiry.
Institutional executives
About the Fidelity Research Institute
The Fidelity Research Institute presents
forward-leaning thought leadership,
curated for institutional investors and
bolstered by Fidelity's experience in
building and enhancing multi-asset class
portfolios. The mission of the Fidelity
Research Institute is to help institutional
clients find solutions that address their
most pressing needs.
About the Fidelity Research Institute
The Fidelity Research Institute presents
forward-leaning thought leadership,
curated for institutional investors and
bolstered by Fidelity's experience in
building and enhancing multi-asset class
portfolios. The mission of the Fidelity
Research Institute is to help institutional
clients find solutions that address their
most pressing needs.
responded to an online questionnaire or a
telephone inquiry.

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PLANSPONSOR - October/November 2018

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