For Institutional Use Only
   
Rich Content

Investment Approach

 

Research Excellence

Our global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across domestic, US and global markets as well as quantitative and technical portfolio managers and analysts. Portfolio managers can take advantage of the best equity and fixed income ideas from our sector teams and credit analysts who leverage analyst research and may access the research of over 400 research professionals across the entire Fidelity complex.

 

Investment Process and Platform

We provide multi-asset-class, institutional-quality investment capabilities to customize solutions for our clients, who benefit from:

  • Stable team of seasoned portfolio managers and analysts with career track records
  • Diversified sources of potential alpha developed by our global sector approach and disciplined fundamental and quantitative research
  • Rigorous risk management and compliance infrastructure with robust investment processes and oversight
  • Dedicated equity and fixed income trading operations built on leading-edge technology and providing global capabilities
  • Access to Fidelity’s broad research platform, including credit research analysts across high-yield and investment-grade fixed income

 

Global Research Resources

Global Research Platform1

  • Over 421 research professionals worldwide
  • 119 research professionals based locally in Toronto, Montreal, London, Hong Kong, and Tokyo
  • More than 88% coverage of MSCI ACWI2

Global Equity Sector Teams1

  • 8 Global Sector Leaders
  • Coverage on securities with market capitalization >$100 Million USD

Fixed Income Teams1

  • 39 dedicated investment grade credit analysts
  • 29 traders focused on fixed income strategies
  • 30 fixed income portfolio managers with average tenure of 20 years

Quantitative Platform1

  • Quantitative team formed in 1985
  • 6 dedicated Quantitative Research Analysts

Technical1

  • Dedicated team of technical researchers with an average 20 years experience

1Research resources described herein reflect the resources of Fidelity Investments as of June 30, 2016.

2Represents coverage of free float-adjusted index. Calculation of Market Cap Covered is based on Total Market Cap across indices and cannot be adjusted for free-float.

 

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