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Fidelity thinks Differently about Portfolio Design
We integrate past, current, and future market trend data in our approach to constructing portfolios, which is reflected in our forward-looking analysis, multi-time horizon framework, and open architecture approach.
Forward-looking
approach
Fidelity's Asset Allocation Research Team focuses on business cycles and future trends, as well as historical data about asset class performance, to help us deliver actionable insights.
Multi-time horizon
framework
Our framework considers secular (10–30 years), business cycle (1–10 years), and tactical (1–12 months) factors that may cause performance to deviate significantly from longterm historical averages.
Broad access to funds and managers
When reviewing portfolios we take a diversified approach across multiple fund families and asset management firms. We also interview managers to give you the due diligence you need to find the most suitable funds.
Learn How Fidelity Can Help You Build Effective Portfolios
Fidelity offers the research and insight to help build effective portfolios for your clients.
Learn MoreSee What Portfolio Quick CheckSM Can Reveal
This online tool offers a fast, deep analysis of any client portfolio, assessing multiple factors of composition and performance.
Learn More- 1. Source: 2017 Fidelity Investor Insights Study. The 2017 Fidelity Investor Insights Study was an online, blind study conducted during the period of January 18 through February 13, 2017. It involved 1,367 20-minute (on average) online interviews, with the sample being provided by TNS, a third-party research firm not affiliated with Fidelity. The study was focused on understanding affluent investors' attitudes, goals, behaviors, and preferences related to investing, wealth management, and advice. Target sample included respondents across affluence levels, from $50,000 to more than $10 million in total investable assets, excluding 401(k) and real estate investments. “Millionaires” defined as $1 million or more in total investable assets. Gen X/Y=ages 21-51, Boomers+=age 52+.