For Institutional Use Only
   
Rich Content

Fixed Income Overview

Investment Platform

Our Fixed Income Platform combines extensive research resources and a collaborative investment approach to manage strategies across a broad spectrum of disciplines. The application of our vast research resources allows for the effective management of institutional fixed income assets while building upon expertise that is critical to managing client assets in each asset class.

Investment Process

Macro Assessment

  • Formulate macro views
  • Evaluate tail risks
  • Assess risk

Sector Analysis

  • Evaluate fundamentals by sector
  • Identify relative value
  • Monitor market technicals

Asset Allocation

  • Allocate risk across investable universe
  • Size positions and key rate exposures
  • Model portfolio serves as a guide for portfolio construction

Security Selection

  • Select idiosyncratic exposures
  • Assess fundamentals, relative value and technicals by security
  • Manage liquidity

Portfolio Construction

  • Customize portfolio based on clients' objectives
  • Manage and monitor risk through proprietary tools and oversight
  • Act as a fiduciary for the benefit of our clients
Spotlight
Executive Perspectives
EXECUTIVE PERSPECTIVES

The case for diversifying LDI managers

January 2015

After more than a decade of underfunded status, the Canadian pension landscape is changing, with more and more plans reaching full funding and beyond. Given the turbulence of the past 15 years, alongside the development of liability-driven investment as an accepted risk mitigation strategy, more and more plan sponsors in Canada are investigating the possibility of implementing some form of LDI solution.

Within that framework, diversification of LDI managers can reduce concentration risk, while using active management for LDI can generate alpha.

The case for diversifying LDI managers (pdf)

Fixed Income Products
Rich Content

Diversified

  • Short Duration
  • Canadian Bond
  • Canadian Bond Core Plus
  • Canadian Long Bond Core Plus
  • Global Bond

Active/Single-Sector

  • Investment Grade Credit
  • Global Credit
  • Money Market
  • Mortgage-Backed Securities
  • Inflation Protected Securities
  • Emerging Market Debt
  • High Yield
  • High Yield CMBS
  • Leveraged Loan

Custom Solutions

Terms of Use © 2017 Fidelity Investments Canada. All Rights Reserved.


Privacy © 2017 Fidelity Investments Canada. All Rights Reserved.

 

Accessible Customer Service Policy

 

Multi-Year Accessibility Plan

 

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.

 

By using or logging in to this website, you consent to the use of cookies as described in our privacy policy.