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.


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

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.

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