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
easywith 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.
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