For over 20 years, Fidelity Investments has been providing investment management services to institutional investors worldwide. Privately owned, Fidelity manages $160 billion in defined benefit assets around the globe.

Fidelity Retirement Services provides a full range of institutional investment disciplines for corporate pension plans throughout Canada. At the heart of our institutional investment service is one of the industry’s largest and most sophisticated investment research organizations. Fidelity offers a full line-up of investment disciplines including equity, fixed income and balanced plus a variety of specialty mandates.

All of our disciplines:

• boast firmly established track records
• have a worldwide client base
• are managed to comply with established investment mandates

Our new Canadian investment disciplines – Canadian Core Equity, Canadian Concentrated Equity, Canadian Systematic Equity, and Canadian Balanced – benefit from the research capabilities of one of the industry’s largest buy-side investment teams dedicated to the Canadian market.

Fidelity’s exceptional service standards ensure our corporate clients receive plan information and support by way of:

• comprehensive monthly statements and quarterly investment reviews
• meeting with our analysts
• access to a dedicated team of Fidelity client service representatives
• educational forums, newsletters and research papers

Plan Sponsors can rest assured that Fidelity meticulously covers all aspects of plan administration and investment management for both Defined Contribution and Defined Benefit plans. We make it easy – with our leading-edge systems, administrative excellence, investment expertise, unparalleled international resources, and commitment to market leadership.

To find out how to put Fidelity’s institutional investment expertise to work for you, contact Jeff Horbal, Vice President, Institutional Investments at 416-307-7134.