Fidelity Research Finds Only Half of U.S. Institutional Investors Say They Are Confident They Will Achieve Target Returns Over the Next Three Years
Retrieved on:
Tuesday, October 12, 2021
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For almost 20 years, Fidelity has been conducting primary research to understand decision-making among institutional investors, and this new research aims to help U.S. institutional investors benchmark portfolio and organizational performance against their peers.
Key Points:
- For almost 20 years, Fidelity has been conducting primary research to understand decision-making among institutional investors, and this new research aims to help U.S. institutional investors benchmark portfolio and organizational performance against their peers.
- The majority of institutional investors in the study placed themselves in the middle as either Early Majority (33%) or Late Majority (31%).
- Innovators/Early Adopters said they had a slightly higher actual rate of return in 2020 than Laggards (13.1% vs. 12.3%).
- Fidelity surveyed 500 institutional investors in the U.S. involved in their organizations decision-making processes and conducted interviews with 11 respondents.