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Research is the foundation of our Target Date strategies and we believe research will help us to continue to innovate our capabilities and identify investment opportunities. Our research team is organized by functional responsibilities that tie directly to the Target Date investment process: strategic asset allocation, active allocation and fundamental research, which creates alignment. Our process emphasizes institutional standards, repeatability, and transparency, which we believe leads to superior long-term performance and outcomes for our target date strategies.
Name | Title | Since | Until |
---|---|---|---|
Brett F. Sumsion | Portfolio Manager | 2014 | Now |
Biography | Brett Sumsion is a portfolio manager in the Global Asset Allocation (GAA) group at Fidelity Investments. In this role, he is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Income Replacement Funds, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Sumsion joined Fidelity in 2014 and has been in the investments industry since 2001. Mr. Sumsion earned his bachelor of arts degree from Brigham Young University and his MBA from The Wharton School at the University of Pennsylvania. He is a CFA charterholder. | ||
Andrew Dierdorf | Portfolio Manager | 2012 | Now |
Biography | Andrew Dierdorf is a portfolio manager in the Global Asset Allocation group at Fidelity Investments. In this role Mr. Dierdorf is responsible for co-managing multiple target date portfolios, including Fidelity ClearPath Portfolios, Fidelity Freedom Funds, and FIAM Target Date Strategies. Mr. Dierdorf joined Fidelity in 2004 and has been in the industry since 1993. Mr. Dierdorf earned his bachelor of science degree from the University of Delaware. He is a CFA charterholder, a Fellow of the Society of Actuaries, Chartered Market Technician, and Member of the American Academy of Actuaries. |
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