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Investment Team
Your investments can benefit from our experience
Each of our managed portfolios is developed and managed by Fidelity’s Strategic Advisers, Inc., a team of more than 70 highly trained investment professionals working on your behalf.
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Professional management for your investments
Your assets will receive our rigorous research and our disciplined, steady approach to investing in changing market conditions.
Our professionals perform three major tasks for each managed portfolio:
Select Investments
In-depth research and analysis results in a pool of over 2,300 funds and other investments from which we construct our managed portfolios.
Construct Managed Portfolios
Several guiding principles are used to create carefully allocated, broadly diversified, and risk-appropriate managed portfolios.
Manage and Monitor
Ongoing management is provided to ensure our managed portfolio stays in line with your financial situation and risk tolerance.
See how these tasks result in an asset mix for your situation.
Select Investments
Our investment research process is a structured approach:
Preliminary Phase
- Classify and rank funds within proprietary peer groups using performance ratings and hands-on analysis
Intensive Research Phase
- Analyze fund strategy, holdings, and performance
- Meet with fund managers and personnel to gain knowledge of strategy, research, and firm-wide operations
- Verify findings from fund company visits with in-house analytical tools
Recommendation Phase
- Combine analysis into comprehensive report with buy/sell recommendations
- Convey research to portfolio managers
Monitoring Phase
- Track fund strategy, performance, and changes over time
- Monitor daily returns, updated fund holdings, and other data
Construct Managed Portfolios
We follow several key guidelines when constructing our managed portfolios:
- Diversification: We carefully determine an appropriate mix of stocks, bonds, cash, and alternative asset classes. This broad investment exposure seeks to minimize risk and maximize what we believe is the potential for return.
- Implement ideas: We utilize what we believe are the research teams’ best ideas to provide proper exposure. Often, we may combine funds with different management styles to further diversify a managed portfolio.
- Tactical opportunities: We may also pursue additional opportunities, for example, overweighting or underweighting a security relative to its typical weight in a managed portfolio to manage potential risk.
Manage and Monitor
We give our professional attention to the managed portfolio by:
- Rebalancing: To compensate for market activity, we adjust the managed portfolio in an effort to maintain your account’s return potential while seeking to minimize risk.
- Restructuring: We continue to monitor the performance, risk, holdings, and management team of each security included in the managed portfolio, making changes as needed.
*The hypothetical example assumes an investment that tracks the returns of the Standard & Poor's 500 Index (S&P 500®) Index and includes the reinvestment of dividends and other earnings.
There is volatility in the market, and a sale at any point in time could result in a gain or loss. This illustration is hypothetical and isn't intended to represent the performance of any security in a Fidelity account. Investing in this manner involves risk, including the risk of loss, and will not ensure a profit. Past performance is no guarantee of future results. The S&P 500® Index is a registered service mark of The McGraw-Hill Companies, Inc., and has been licensed for use by Fidelity Distributors Corporation and its affiliates. It is an unmanaged market-capitalization weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. Stock prices are more volatile than those of other securities. It is not possible to invest directly in an index. U.S. Treasury bills, which are backed by the full faith and credit of the U.S. government, maintain a stable value (if held to maturity), but returns are generally only slightly above the inflation rate.
Source: Ibbotson Associates, 2009.
Diversification/asset allocation do not ensure a profit or protect against loss.
Keep in mind, investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Did You Know?
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The benefits of Strategic Advisers include:
- Our in-person visits to speak with hundreds of fund companies annually to assess their strength
- Knowing investors trust us with over $52 billion in assets under management (As of December 2008)
