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Equity Overview

Process

The FIAM Equity group employs both fundamental and quantitative strategies, utilizing varying degrees of active management. All portfolios employ processes focused on research and risk management. This process is complemented by a team-based structure to ensure depth of management and continuity in all of the portfolios.

Integrated Management Risk Framework

Managing risk is a critical component of our process. Our strategies span a full range of risk utilization and active management:

Many are diversified with more than 100 holdings, although specific strategies may utilize less

Are largely managed sector, currency and region neutral to their benchmarks

Seek to build minimum levels of cash

Leverage our proprietary quantitative risk modeling

Generate returns through bottom up stock-selection

Innovation

We invest significant resources to ensure that the fundamental and quantitative research our team uses to build and manage client portfolios is comprehensive. Whether it involves the development of proprietary tools or the hiring of personnel, we are continuously looking for opportunities to improve our portfolio management efficiency, effectiveness and performance.


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Canadian Core

The Canadian Core equity portfolio seeks to provide excess return relative to the S&P/TSX Capped Composite Index over a full market cycle by investing in a diversified portfolio of Canadian equities while maintaining similar sector weights relative to the benchmark.


Canadian Systematic

The Canadian Systematic equity portfolio seeks to provide excess return relative to the S&P/TSX Capped Composite Index over a full market cycle by investing in a diversified portfolio of Canadian equities while maintaining similar super sectors weights relative to the benchmark.


Canadian Focused Equity

The Canadian Focused Equity portfolio seeks to provide excess return relative to the S&P/TSX Capped Composite Index over a full market cycle by investing in a diversified portfolio of Canadian equities, where active sector and capitalization allocation are the result, primarily, of bottom-up stock selection.


Canadian Low Volatility

The Canadian Low Volatility Equity portfolio seeks to provide long-term growth of capital primarily through investment in the Canadian equity universe, while maintaining an overall risk profile that is lower than the market, and by focusing on absolute return and absolute risk while still being a fully invested, long-only strategy.


For more information on these products, please contact FidelityCanadaInstitutional@fmr.com

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