Fidelity International Usage Agreement

With our offices in London and Liverpool, it’s easy to come to us – or if you prefer, we’ll come to you. Using this information, your financial planner will work with you to  create clear financial goals to work towards, while helping keep things simple so you can focus on what matters. Find details on all publicly known treaty-based investor-State dispute settlement cases. Explore the world’s most comprehensive free database of investment treaties and model agreements. A key point of reference for policymakers in formulating investment policies and negotiating investment agreements.

We are not allowed to offer, sell, resell or deliver this financial product directly or indirectly to natural or legal persons who are domiciled or whose registered office is in a country in which this is prohibited by law. In such a case we are not allowed to offer any product information either. This particularly applies to the USA and «US Persons» as defined in Regulation S under the Securities Act of 1933 as amended. International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries. Digital assets, including cryptocurrencies, are increasingly capturing investor attention as the financial landscape continues to evolve at a rapid pace.

Financed projects

While traditional assets like stocks and bonds are traded on the public markets, alternative investment strategies such as real estate are less sensitive to the movements of global markets. More and more investors are shifting to alternatives to help them achieve their goals. The Investment Management Survey offers a comprehensive picture of the UK investment management industry, covering assets managed by IA members and the trends driving change across global markets.

ICI is also an authoritative source of statistics on the fund industry, collected from ICI member firms and trusted organizations, to provide a comprehensive assessment of the industry and its shareholders at any given point in time. Our analyses and conclusions are of a general nature and do not take into account the personal characteristics of our investors in terms of experience and knowledge, the investment objective, the financial situation, the financial loss-bearing capacity or risk tolerance. Based in the United States, Fidelity Investments is among the most diversified financial services companies in the world.

Read about the issuance and the impact of NIB Environmental Bonds used to finance projects that support the transition to a low carbon economies. We provide long-term loans to corporate and public clients, loan programmes, and other financing solutions. Our industry careers service focuses on widening access to diverse talent including school and college leavers, as well as graduates. It’s specifically geared towards all levels of investment industry professional. The Investment Association and UK Finance in partnership, pioneering an industry-wide initiative to tackle investment fraud. Watch this short film to see how we want to shape the future through the investments we make.

Investment Policy Hub

Major service outages in internet-connected services are in the news and popping up in error messages on our screens with increasing, and alarming, frequency. Major internet service outages are becoming increasingly frequent and disruptive, with significant downstream effects. These incidents demand rapid, large-scale mitigation efforts from affected organizations. ICI’s tabletop exercise simulated a fictional CoreDataX outage to prepare members for cascading impacts of real-world failures. Get the latest markets insights from Barclays Research, straight to your inbox.

• Represented by ICI’s member companies, spanning a diverse range of investment products.
• The 2025 ICI Operational Resiliency Tabletop Exercise, simulated a prolonged outage at AlphaPrime Trust Company caused by its fourth-party vendor, CoreDataX.
• The Investment Company Institute (ICI) provides essential data and insights to strengthen the asset management industry and support informed decisions.
• A key point of reference for policymakers in formulating investment policies and negotiating investment agreements.

View thought-leading perspectives from Barclays Investment Bank’s financial experts and Research analysts.

We finance projects that improve productivity and benefit the environment in the Nordic–Baltic region. Arbitration and mediation case participants and FINRA neutrals can view case information and submit documents through this Dispute Resolution Portal. FINRA Data provides non-commercial use of data, specifically the ability to save data views and create and manage a Bond Watchlist. The Public Register is a list of publicly available information about company meetings of the FTSE All-Share.

We’ll help you understand what questions to ask and how to get a handle on fees and expenses, which affect investment return. In addition, we’ll offer tips on how to choose and successfully work with an investment professional. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Wealth management combines the benefits of both our Financial Planning and Investment Management expertise.

Congress will soon weigh a new set of reforms aimed at boosting capital formation that could translate into faster economic growth, more jobs, and greater household wealth. If you’re looking for better rates of return on deposits than you’d get in an ordinary bank account, cash funds may be an option to consider. They often invest in very short-term bonds known as ‘money market instruments’, which are essentially banks lending money to each other. ICI publishes leading-edge research on financial markets, financial stability, and tax and retirement policy.

Managed by ICI members across mutual funds, ETFs, closed-end funds, and more, underscoring our industry’s economic influence. The 2025 ICI Operational Resiliency Tabletop Exercise, simulated a https://rovenmill.com/ prolonged outage at AlphaPrime Trust Company caused by its fourth-party vendor, CoreDataX. The disruption affected critical processes such as trade matching, settlement, and client reporting, engaging 42 firms and over 50 participants to examine fourth-party risk and strengthen resilience beyond traditional cybersecurity concerns. Our new paper is the most comprehensive analysis exploring the operational considerations for launching an ETF share class within an existing mutual fund portfolio. We put our people, ideas, and capital to work through impact-oriented programs including 10,000 Small Businesses, 10,000 Women, One Million Black Women, Goldman Sachs Gives, and Community TeamWorks.