We have been providing fixed-income solutions for more than 40 years and manage more than $1 trillion globally.1
Extensive, independent and proprietary research spanning the capital structure
Proprietary, integrated and rigorous risk management platform
Our fixed-income specialist teams work in collaboration with our equity analysts to form a 360° view on issuers, providing information and screening advantage.
Our integrated approach enables us to increase the number and diversity of strategies employed in a portfolio.
We have strong expertise designing bespoke solutions for clients, including a dedicated team specializing in Liability-Driven Investing.
Portfolios employ proprietary risk measurement systems and are supported by strong compliance and oversight functions.
A well-defined investment philosophy based on in-house credit, quantitative and macro research, along with specialist teams across the globe, ensures we deliver portfolios aligned with our clients’ investment goals.
Fidelity’s LDI solutions platform is based on four key principles:
Dedicated specialists with expertise in pension plan risk management across assets and liabilities.
Real-world implementations that take into consideration current capital market dynamics and implementation challenges.
Seeks to consistently deliver alpha in a pension risk management framework.
De-risking solutions that seek to meet the evolving needs of pension clients.
This information is designed to provide an indication of certain attributes of these strategies and is subject to change. For full details of the applicable mandates, including the investment objectives, please contact Fidelity Canada Institutional.
We offer a comprehensive lineup of institutional investment strategies and mutual funds available on all major recordkeeping platforms.
1 Fixed income assets under management as at March 31, 2017, in Canadian dollars.