Equity

European Equities

Our equity investment process is bottom up, based upon individual stock selection decisions. Fidelity's in-house team of analysts are the main driver of identifying profitable investment opportunities with the portfolio manager capturing them via portfolio construction. Our global network of research resources ensures comprehensive coverage based on independent analysis and in-depth company meetings.
 
Fidelity’s fundamental research focuses on two key factors: expected earnings and relative valuation. The evaluation of a company's competitive position is also important. Analysis of vendors and/or end market users is facilitated through consultation with other Fidelity analysts assigned to related industries around the world. The interaction between the analysts and portfolio managers is a key strength of our process and leads to more rigorous research meetings and ultimately achieves better investment decisions.
 
The portfolio managers construct portfolios consistent with clients' objectives. Based upon the attractiveness of the stock, conferred via the research rating, the portfolio managers exercise full discretion over the selection and weighting of stocks in their portfolio. This discretion is exercised within pre-determined controls set against the benchmark in consultation with the client. A number of checks and controls built into our process monitor the composition of the portfolio and ensure that each portfolio manager is operating with in agreed guidelines.
 
Global Equity Solutions

To help institutional clients find the most appropriate global equity strategy for their needs, Fidelity has developed a range of solutions which cover the risk/reward spectrum. Each approach reflects our firm belief that superior returns are most likely to be consistently achieved through informed research-driven stock selection decisions.
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Regional Focus

Clients can benefit from Fidelity's global research resources and the stock picking skills of our investment management teams across the world. As well as our core disciplines, clients can access a number of higher alpha solutions with greater potential for out-performance.
 
European equity markets have offered investors both challenges and opportunities as the region has matured from a collection of fragmented domestic markets into a major economic trading bloc. They have, however, historically outperformed most other equity markets, with lower volatility than the majority. Fidelity has developed a range of European equity funds that enable institutional investors to benefit from our extensive research resources and the stock picking skills of our investment management team.
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Asia Pacific Equities

The recent increased pace of economic development within the Asia Pacific (ex Japan) region has created many opportunities for investors which we aim to capture in both our pooled funds and segregated mandates. Drawing on over two decades of local experience we are well positioned to achieve this as few companies can match Fidelity's strength and resources in this extremely diverse region.
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