COMPETITORS AS COLLEAGUES: SHARING SUCCESS AND CHARTING THE FUTURE

About

This membership group is designed exclusively for the heads of fixed income at leading investment organizations. In private meeting settings featuring structured programming, Fixed Income Forum members gather to discuss investment and business strategies, as well as management and industry issues. Free from the pressures of the sellside and clients, these meetings are a venue where buyside fixed income leaders can relax, be themselves and call it like they see it. The relationships that many members forge last a lifetime, and in times of crisis they know that their Fixed Income Forum colleagues will take their call.

Benefits

Four annual Roundtable Meetings

The Annual Senior Delegates Roundtable, The Global Fixed Income Institute Senior Delegates Roundtable, The Spring Roundtable and The Fall Roundtable.

Unparalleled industry intelligence

Continually updated publications, research, and relevant surveys pertaining to the issues most important to fixed income buyside professionals.

A proven track record of success

One of thirteen Institutional Investor membership organizations serving investment management executives around the world, FII benefits from the formidable resources and the 32-year track record of Institutional Investor’s membership division.

 The Fixed Income Forum is a place to have honest discussions about issues that many of us are confronting at our firms. More importantly, it provides a chance to build long-term relationships with a diverse group of fixed income professionals across the spectrum of money management.

Curtis Ishii, Managing Investment Director, Global Fixed Income, at California Public Employees’ Retirement System


Members

AB
Advantus Capital Management
AEGON USA Investment Management, LLC
Aetna
BlackRock
California Public Employees’ 
Retirement System
California State Teachers' Retirement System
The Capital Group
Charles Schwab Investment Management
Dodge & Cox
DoubleLine Capital LP
DuPont Capital Management
Federated Investors, Inc.
Fidelity Investments
Fischer Francis Trees & Watts

Franklin Templeton Investments
Genworth Financial
Income Research + Management
John Hancock Financial Services
Loomis, Sayles & Company
MassMutual
McDonnell Investment 
Management, LLC
MetLife Inc
MFS Investment Management
Nationwide Investments
NYL Investors, LLC
Northern Trust Asset Management
Northwestern Mutual Investment
Management Company
Nuveen Asset Management

OMERS Capital Markets
PGIM Fixed Income
RBC Global Asset Management (U.S.) Inc.
State Farm Insurance Companies
State of Wisconsin Investment Board
State Street Corporation
State Street Global Advisors
Sun Life Financial
T. Rowe Price Group, Inc.
TD Asset Management
Thrivent Financial
TIAA Investments
Unum Group
Vanguard Group
Voya Investment Management
Wellington Management Co., LLP

Contact

Questions?

For more information, please contact:

Melissa Murray
+1 212 224 3836
mmurray@iimemberships.com

Upcoming Events
 The opportunity to share ideas, listen to different viewpoints and debate with leading investment professionals about markets and business challenges is the number one reason that I remain an active member of the Fixed Income Forum.

Thomas Girard, Senior Managing Director, NYL Investors


Contact

Questions?

For more information, please contact: 

Randy Klein
212 224 3629
randy.klein@institutionalinvestor.com