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About us

We are focused on developing solutions to serve the investment needs of Canadian institutional investors including corporate and public plans, endowments, foundations, and other institutions as well as international investors. Our multi-asset-class investment platform features proprietary global sector, quantitative, and technical research. Backed by Fidelity, one of the world’s largest research capabilities, the platform seeks to generate diversified sources of alpha and a rigorous approach to risk management for clients. We feel our thought leadership and consultative approach make us exceptionally qualified to serve as a strategic partner.

 

Why Fidelity Institutional Asset Management

Client-focused alignment

We serve a diversified client base across all major asset classes, focusing on corporate retirement plans, public plans, E&F and MEPPs.

Diverse investment capabilities

We provide a wide array of global investment capabilities, driven by fundamental analysis and security selection.

Breadth and depth of research

We have access to over 400 research professionals around the globe with teams dedicated to fundamental equity and credit research for institutional clients with our comprehensive, globally integrated research platform.

Customized Solutions

We deliver multi-asset class solutions customized to client objectives and package offerings into customized solutions for our clients.

Culture of excellence

We align our investment capabilities by investment style, capitalization, and geographic regions to achieve our comprehensive and rigorous approach to investment and risk management.

Leadership
Team
Andrew D. Wells
Vice Chairman
Team
Rob Strickland<br />
President
Team
Michael Barnett<br />
Executive Vice President, Institutional
Team
Andrew Marchese
President and Chief Investment Officer
Team
Pam Holding<br />
Chief Investment Officer<br />

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This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. This website is intended to be made available to only institutional investors in Canada, and the information on this website is only for such persons.

 

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