Who we are

[00:00:01] When you think of Fidelity Canada Institutional, what comes to mind?  Perhaps it’s Fidelity’s 70 years of successfully managing money for their clients?  Our reliability as a dedicated institutional partner?  Or maybe it’s how we listen and deliver on clients’ unique needs.  In a data-driven world, you need quality insights and information to deliver results.  Fidelity Canada Institutional is uniquely positioned to offer just that and more.

[00:00:34] Why are we the right choice?  It starts with a worldwide network, giving you real-time access to insights and analysis.  Fidelity’s global offices are supported by headquarters in Toronto, Boston and London. 

[00:00:50] Every day, hundreds of Fidelity research professionals hit the ground running, meeting with executives to gain valuable insights on individual companies, their competitors and industry sectors, critical intelligence that informs better investment decisions.

[00:01:06] The value of our data is unmatched.  Let’s look at how this can work for you:  Imagine a power shortage affects operations at a palladium producer in Africa, meaning a computer chip manufacturer in Asia will produce fewer chips, resulting in an auto manufacturer in America producing fewer cars.  It may appear to be one inconsequential piece of information, but when interpreted through our research network, it can create significant information advantages across multiple global portfolios.

[00:01:40] Every company we analyze receives a buy, hold or sell rating. These proprietary ratings are part of the Fidelity Advantage. Take a look at our Canadian Equity research ratings. Historically, our buy-rated companies have far outperformed our sell-rated companies. The gap between these lines clearly demonstrates the value-add of our active management approach.

[00:02:06] What does this mean for you? By meeting with more companies, more often, and in more regions of the world, we can build portfolios that offer stable growth and are capable of meeting your target returns without taking outsized risk.

[00:02:24] Our experience working with a vast range of institutional customers, through numerous market cycles, means we can help deliver the kind of performance and service that meets your expectations.

[00:02:40] So when you’re ready for a long-term investment partner, think about how our global institutional team, proprietary analytics and decades of successful investment expertise can do more for you.

[00:02:54] Think Fidelity Canada Institutional.