About Fidelity International

Who we are and what we do

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 nearly 50 years.

“We are responsible for total client assets of £305 billion from over 2.2 million clients across Asia Pacific, Europe, the Middle East, and South America.”

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.

 

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Our history

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

Finding growth opportunities or income streams that have not been priced in by the market allows us to consistently add value for our clients.

Global focus

With over 400 investment professionals and research staff around the world, our research capabilities are some of the largest, globally.

Proprietary insights

Our portfolio managers have access to in-house research and proprietary insights on 90% of our fund holdings.

Independent analysis

Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.

Staying informed

Over the course of a year, our portfolio managers and analysts attend more than 16,000 company meetings – or one every 10 minutes on average.

Responsible investing

We believe that responsible investing - taking into account Environmental, Social and Governance aspects - is essential in protecting and enhancing returns to our clients.

Working collaboratively

Our analysts work together across asset classes, e.g. combining insights from equity and credit research, to form a 360° view on the health and prospects of companies.

Manager research

Our Manager Research team covers approximately 170 third party investment strategies which can be built into bespoke client portfolios.

On-the-go technology

Our industry-leading technology platform provides mobile access to unique modelling and forecasting tools, risk management and reporting, enabling trades to be placed anytime from anywhere.

How we run our business

Our portfolio managers are compensated on their long-term performance so that client and manager interests are aligned. The same is true for our management, whose shareholdings are for the duration of their careers with the company.

“To our clients we offer tried and tested funds as a matter of principle.”

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.

We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. 

It’s an approach that works: More than 170 awards across Europe and Asia in 2017 to date recognise the consistent strong achievements of our investment and client service teams.

All data as at 31 March 2017

Corporate Citizenship

Since establishing a business presence in the UK in 1979, we’ve maintained a tradition of community involvement and charitable giving. We seek to direct our resources and efforts towards the places where they will yield the greatest possible reward.