Strategies

Fidelity's world-class quantitative investment research and insights

Discover our quantitative experts' insights—leveraged from decades of Fidelity data and advanced technology—and the team's unique collaboration on quantitative and fundamental strategies.

Quantitative investment research informs our process, creating more opportunity for your clients

Given the enormous amount of investment data now available, quantitative investing is more important than ever. At Fidelity, our quantitative investment strategies and core, fundamental investment processes all benefit from our wealth of data—producing insights that are:

Tested and systematic

Our sound investing principles, the systematic techniques we use, and a commitment to rigorous testing allow us to produce investing insights that can help improve investment outcomes.

Targeted and innovative

Using decades of proprietary fundamental research and new, alternative data sources, we continually analyze and refine our approach to uncover today's market opportunities, generate new ideas, and enhance the investment process.

Efficient and actionable

Our scale, technology, and expertise allows us to develop and apply cutting-edge approaches to data analysis—and collaboratively translate our findings into insights for asset managers and advisors.

Explore our latest research & insights

Find details on our quantitative investing approach, the team, and how Fidelity’s quantitative techniques can construct better investing insights and strategies.
Commentary
Higher U.S. interest rates may not derail stocks—or tech
Economic growth could provide a strong backdrop even if the Fed hikes
COMMENTARY
Will 2026 bring lower inflation and higher earnings?
Falling unit labor costs could signal lower inflation and durable earnings growth.
SERIES
Quarterly Sector and Investment Research Update
By synthesizing market information using three quantitative approaches, Director of Quantitative Market Strategy Denise Chisholm evaluates potential opportunities across equity market sectors.
INVESTING IDEAS
Building modern multi-asset class portfolios with active ETFs
The surging popularity of active ETFs has broadened the range of strategies accessible via the vehicle and created new possibilities for the role ETFs can play in portfolios.
Investing Ideas
An enhanced approach to core equity ETFs
Fidelity Enhanced ETFs strive to generate better-than-passive performance while maintaining core equity exposure.
Investing Ideas
Don’t call it a comeback: Improving portfolio durability with liquid alternative strategies
Alternative investment styles, such as equity market neutral and managed futures, have grown significantly in daily liquid wrappers as investors recognize their ability to enhance portfolio diversification while providing ease of implementation.
PRODUCT STRATEGY
Liquid alternatives: The power of equity options-based strategies
Thoughtfully designed and well-executed equity options-based strategies are outcome focused investments that allow investors to remain invested while mitigating downside risk, reducing volatility, or generating income.
COMMENTARY
Will stocks continue their rise?
Technology's earnings have been trending up. Historically, that has been a good sign for the sector and for earnings in the broader market.
PERSPECTIVE
Quantitative Investment Strategy Insights
The Quantitative Stock Selection Model
PERSPECTIVE
Quantitative Investment Strategy Insights
A Framework of Systematic Solutions
PERSPECTIVE
Quantitative Investment Strategy Insights
Investment Approaches in Quant Equity and Quant Fixed income: Implementation Alpha and Risk Return Profiles
Investing ideas
The power of factor investing
An overview of the growing trend of factor investing.
Investing Ideas
Putting factors to work
Three approaches to consider when implementing factor-based investment strategies.
SERIES
Market Insights

Stay up-to-date on the factors driving current economic conditions. Listen as leaders from Fidelity Investments share their observations and analysis of domestic and global market trends.

Learn more
SERIES
Investment Research Update

By synthesizing market information using three quantitative approaches, Director of Quantitative Market Strategy Denise Chisholm evaluates potential opportunities across equity market sectors.

Learn more

Want to know more?

Let's talk about quantitative investing solutions for your clients.

Contact us

You may also be interested in:

View all
INVESTING IDEAS
Five Allocation Ideas for 2023
Downside potential still exists, although riskier asset classes and segments could offer attractive rewards in the new year.
INVESTING IDEAS
Bonds May Be on Their Way Back
History suggests both bonds and stocks could advance in the next 12 months.
INVESTING IDEAS
Stocks on the Rocks? Maybe Not
Contrarian indicators suggest the market may advance despite the banking crisis.

Why quant matters

Find out how Fidelity unites decades of propriety data, advanced systematic approaches, and expert human insight to help uncover opportunity for your clients.

Learn more

Quant investments

Explore Fidelity's innovative investment solutions and how they can help you deliver more value to clients.

Learn more

Explore more investment products & solutions

Products

Asset Classes

Strategies

Retirement

1092770.3
14D23410A8084105AF02F1AB387B7740