All multi-asset mandates begin life with a full analysis of the client's desired outcome. The design process leverages the proprietary research and modelling of Fidelity’s Investment Solutions Design team. We look for investment solutions that meet the client need, are efficient in terms of risk, cost and complexity, are innovative and can adapt to evolving needs and changing markets. In essence, we provide solutions, not products.
Global breadth of coverage
We access a vast scope of possible investments to increase the chance of success. We utilise the full range of securities to meet client outcomes; as well as using core equities and fixed income, we invest in alternatives. Our solutions can include both Fidelity-managed and third party strategies.
The research-driven process
One of our most powerful advantages is the scope and power of Fidelity’s research. It runs through all parts of the multi asset approach. We are fervent believers in the power of turning over more stones and applying our own intelligent analysis to gain insight and an investment edge. This research is proprietary and is only used for the benefit of our clients. It runs through the design, asset allocation and selection stages of the multi asset process.
Risk-controlled delivery is at the heart of our approach, capturing the upside and controlling the downside. We have a deep understanding of risk, beginning with portfolio managers who measure, balance and control. Our risk approach includes full supervision by the CIO, an independent investment risk oversight committee, investment compliance and operational due diligence teams.
Our core process consists of solutions design, strategic asset allocation, tactical asset allocation and manager selection. Within this, our outcomes fall into these broad franchises:
- Volatility Targetted
- Strategic benchmark
- Risk rated multi-asset
- Equity multi-manager
- Tactical total return
- Target date / rolldown
- Open Architecture