Investing Ideas
Fidelity’s approach to portfolio construction and the potential benefits of investment consulting
Fidelity’s portfolio construction capabilities leverage the firm’s proprietary asset allocation views, manager research, and analytical tools to deliver comprehensive insights and customized solutions.
Key Takeaways
- Portfolio construction continues to grow increasingly complex, with new asset classes, products, vehicles, and an evolving economic environment that can create challenges for advisors.
- Asset allocation and manager research are critical inputs into the portfolio construction process and can impact portfolio performance.
- Fidelity’s Portfolio Construction Guidance (PCG) team leverages the firm’s proprietary asset allocation views, open-architecture manager research, and tools to offer highly customized investment consulting solutions that can be scaled for individual advisors or home offices.
- Advisors who partner with Fidelity on portfolio construction may be able to spend more time focusing on client needs, growing their businesses, and potentially improving their investment outcomes.
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Fidelity's approach to portfolio construction and the potential benefits of investment consulting
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