The document discusses Fidelity International, a global investment management firm. It outlines Fidelity's investment philosophy of active management through fundamental research. It describes Fidelity's global resources including hundreds of portfolio managers and research professionals around the world. It also provides an overview of Fidelity's fund offerings and mentions comments from some of Fidelity's leaders on the current market situation.
Fund Manager's View - What criteria must miners now meet to be attractive for investment?
Objective Capital Global Mining Investment Conference
30 Sep 2009
Fund Manager's View - What criteria must miners now meet to be attractive for investment?
by Mark Brown, Barclays Capital
Fund Manager's View - What criteria must miners now meet to be attractive for investment?
Objective Capital Global Mining Investment Conference
30 Sep 2009
Fund Manager's View - What criteria must miners now meet to be attractive for investment?
by Mark Brown, Barclays Capital
In our push to uncover more insight within the Extel database. The attached provides interesting reading from our 2017 survey and some comparisons to 2007. How times have changed.
Demand for alternative assets remains strong as investors and plan sponsors seek asset diversification, higher yields, and uncorrelated returns. As a result, alternatives are a clear bright spot in the asset management industry. Despite significant headwinds, successful alternative asset managers are growing while many traditional asset managers have or are considering moving into the space. A similar trend is playing out among investment service providers -- traditional servicers are expanding their capabilities to include alternatives. As demand grows for alternative assets, a new FinTech ecosystem is developing to help investors, investment managers, and service providers to access new asset classes and manage their investments and operations with new data, software, and platforms.
Dcc speaker powerpoint presentation 2015 updatedCarl Wilson
Presentation from the 2015 Dorset Charities Conference. Event was hosted by Ward Goodman Chartered Accountants and Financial Advisers. Presentation includes the speakers slides.
Liability Driven Investment Europe 2011Rosa Cortez
Managing pension funds towards a liability efficient frontier in an uncertain global economic environment.
After a one year gap, Finance IQ’s Liability Driven Investment Europe 2011 brings together the entire institutional investment chain including plan sponsors, pension trustees, regulators and carefully selected asset management organisations to discuss cutting edge strategies to mitigate pension fund risk through LDI.
The conference will cover the latest insights into asset – liability matching, strategic asset allocation and upcoming European regulations to educate plan sponsors on building an optimal LDI pension strategy.
Nelson Obus of Wynnefield Capital, Inc. is an American businessman and hedge fund manager As an out-spoken critic of the SEC, Nelson Obus is the president of Wynnefield Capital, Inc., an employee-owned hedge fund, specializing in value stocks of small-cap companies.
In our push to uncover more insight within the Extel database. The attached provides interesting reading from our 2017 survey and some comparisons to 2007. How times have changed.
Demand for alternative assets remains strong as investors and plan sponsors seek asset diversification, higher yields, and uncorrelated returns. As a result, alternatives are a clear bright spot in the asset management industry. Despite significant headwinds, successful alternative asset managers are growing while many traditional asset managers have or are considering moving into the space. A similar trend is playing out among investment service providers -- traditional servicers are expanding their capabilities to include alternatives. As demand grows for alternative assets, a new FinTech ecosystem is developing to help investors, investment managers, and service providers to access new asset classes and manage their investments and operations with new data, software, and platforms.
Dcc speaker powerpoint presentation 2015 updatedCarl Wilson
Presentation from the 2015 Dorset Charities Conference. Event was hosted by Ward Goodman Chartered Accountants and Financial Advisers. Presentation includes the speakers slides.
Liability Driven Investment Europe 2011Rosa Cortez
Managing pension funds towards a liability efficient frontier in an uncertain global economic environment.
After a one year gap, Finance IQ’s Liability Driven Investment Europe 2011 brings together the entire institutional investment chain including plan sponsors, pension trustees, regulators and carefully selected asset management organisations to discuss cutting edge strategies to mitigate pension fund risk through LDI.
The conference will cover the latest insights into asset – liability matching, strategic asset allocation and upcoming European regulations to educate plan sponsors on building an optimal LDI pension strategy.
Nelson Obus of Wynnefield Capital, Inc. is an American businessman and hedge fund manager As an out-spoken critic of the SEC, Nelson Obus is the president of Wynnefield Capital, Inc., an employee-owned hedge fund, specializing in value stocks of small-cap companies.
A webinar presented by Santi Burridge, Managing Director of Implemented Portfolios.
Santi covers the following during his presentation:
• What can Australian advisers learn from global trends in financial advice?
• How technology and robo-advice is changing the US market
• Understanding the growth in ETFs and Managed Accounts
• What successful advisers focus on
• What do clients really value?
Fidelity Personal Investing’s market and investment view, January 2014. Assessing main investment themes; equities, bonds, property, and commodities.
https://www.fidelity.co.uk/static/pdf/personal/markets-insights/investment-outlook-january-2014.pdf
More at: https://www.fidelity.co.uk
Similar to Fidelity International, The Worlds Investment Specialist (20)
Fidelity International, The Worlds Investment Specialist
1. Richard R. Feenstra Corporate Communications & Marketing Manager Benelux, Fidelity International November 2008 Fidelity International The World’s Investment Specialist
2. Fidelity’s beleggingsfilosofie “ Fidelity houdt consequent en consistent vast aan haar beleggingsfilosofie; in het verleden, het heden en de toekomst. Wij geloven dat actief management, gedreven door fundamenteel onderzoek in een omgeving van teamwork en volledige toewijding, superieure lange termijn resultaten voor onze klanten zal brengen.” “ Onze onafhankelijkheid geeft ons de kracht en visie om altijd naar de lange termijn te kijken.” Edward Johnson 3d Chairman
3. Wat maakt Fidelity uniek? Fidelity Management & Research opgericht in Boston 1946 Eerste operatie buiten Noord- en Zuid Amerika; Fidelity International 1969
7. Wereldwijde resources North/South America 136 Portfolio Managers 319 Research Professionals FMR Corp FIL Limited (FIL) Team France 3 Portfolio Managers 2 Research Professionals Team Germany 1 Portfolio Manager 3 Research Professionals Team Italy 1 Research Professional Team Korea 2 Portfolio Manager 4 Research Professionals Japan 20 Portfolio Managers 32 Research Professionals Team India 4 Portfolio Managers 10 Research Professionals Team Singapore 3 Portfolio Managers 5 Research Professionals Team Australia 2 Portfolio Managers 5 Research Professionals Pacific ex Japan 27 Portfolio Managers 49 Research Professionals Pan Europe 60 Portfolio Managers 100 Research Professionals These figures reflect the resources of FIL Limited and its subsidiaries, and FMR LLC an affiliate and its subsidiaries. Source: FIL and FMR LLC data as at 31.03.08. Data is unaudited. Research professionals include associates, analysts, country and sector managers who retain research responsibility and technical & quantitative analysts who are part of the research groups.
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10. Fidelity Benelux Team Mike Nikou Managing Director North&SouthEurope Theo van der Meer Executive Director Michel Vermeulen Relationship Director Joan Vos Marketing Associate Institutional Claude Hellers Head of Sales Benelux Frank Wielers Associate Director Marketing Benelux Richard Feenstra Corp. Comm. Manager Barbara Kos Marketing Manager Retail Business Paulo Varela Nunes Sales Director Jacques Dineur Sales Director Luxembourg Karin de Kip Sales Assistant Hein Kuijpers Sales Director Fidelity Benelux as of 30.06.2008 Paul van Olst Head of Distribution Netherlands Ellen Meyvis Sales Associate Belgium Yannick Nelissen Sales Director Belgium Institutional Business
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12. Current market situation … if I look at one hundred I’ll find ten… “ If I look at ten companies, I’ll find one I like… Source: Bloomberg, using Major national index closing prices as as at October 21, 2008 in local currency While no market has escaped the fall out of the credit crisis, some markets have fared better than others. Which ones and why?
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14. Anthony Bolton - President for Investments Anthony Bolton, London’s best-known stockpicker, said at the beginning of October that he for instance had never seen retailing and media shares looking so cheap and that he had begun to put his own money into the equity market at the height of the current financial crisis. “ Shares, in some sectors like retailing and media, are as cheap as I’ve seen them in my lifetime.”