Deep insights. Investment expertise. Client focus.

“I work with Fidelity's 50-plus person manager research team, which forms a very solid foundation for our open architecture solutions platform. This is important because we're able to bring in top talent to our client portfolios across asset managers, making sure that we're bringing our highest conviction ideas to client portfolios.”

“Achieving a successful outcome in a target date fund is very much a collaboration between a plan sponsor, their participants in the plan, and the investment manager. What we bring to the table for a plan sponsor is the ability to navigate the different kinds of uncertainties that the participant, the plan sponsor, and the investment manager are going to experience throughout one's retirement lifetime.”

“Fidelity has always been and always will be an active management shop. We're not a quant shop. We're not a fundamental shop. We're an alpha shop. That requires the quantitative skill set blended together with traditional, deep understanding of companies and issuers of bonds. Those things need to be melded together to give our clients the best opportunity to add alpha in their portfolios.”