Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come.
As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for over 50 years.
We offer our own investment solutions and access to those of others, and deliver services relating to investing; for individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way.
For institutions including pension funds, banks and insurance companies we offer tailored investment solutions and full-service asset management outsourcing. And for employers we provide workplace pension administration services on top, or independently of, investment management.
Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.
Building on active, bottom-up research, we create the competitive advantage that is able to deliver superior returns for our clients. Because markets are only semi-efficient, we act on intelligent insight.
Our investment approach
Investing requires a continuous research commitment to build a deep understanding of what is driving industries and individual businesses. This is where our global research capabilities with 416* investment professionals and research support staff around the world come in. Fidelity International is committed to generating proprietary insights and our analysts work together across asset classes, e.g. combining insights from equity, credit, macro and quantitative research, to form a 360° view on the health and prospects of companies.
Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.
- Over the course of a year, we estimate across the entire Fidelity research group, covering fixed income and equities, that we conduct in excess of 16,000* company meetings each year – or one every 8 minutes on average between them.
- We commission over 250* bespoke surveys and reports a year to understand the market potential of companies’ product and service innovations. As part of our fixed income research, we run over 60* different proprietary quantitative models to add a top-down perspective to our fundamental credit analyst output.
- Our in-house research, which is unavailable to other investors, covers 90% of our fund holdings.
- In addition, our Manager Research team maintains a buy-list of ~160* active and passive third party strategies as well as 85* Fidelity in-house managers.
Thanks to an industry-leading technology platform, our investment professionals have mobile access to all research and reporting in one place. This includes risk monitoring, unique modelling and forecasting tools. Portfolio managers are also able to initiate trades anytime from anywhere for execution by our 24-7 global trading team. This is how we find growth opportunities or income streams that have not been priced in by the market.
How we run our business
We believe that responsible investing - considering environmental, social and governance aspects - is essential in protecting and enhancing returns to our clients. We are stewards of our clients’ money and have an important role to play in improving the governance of the companies in which we invest our clients’ money – helping companies become better companies.
Our portfolio managers are compensated on their long-term performance so that client and manager interests are aligned. The same is true for our senior/higher management, whose shareholdings in our company are for the duration of their careers with the firm.
We train many of our portfolio managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. To our clients we offer tried and tested funds as a matter of principle.
It’s an approach that works: more than 100 awards across Europe and Asia in 2018 (to date) recognise the consistent strong achievements of our investment and client service teams.
*All data as at 30 September 2020