Adjust Browser Window width to 480px
to view Responsive Layout.

Accessing the following links constitutes your agreement to the IP User Agreement & Terms of Use.
Fidelity Investments
Fidelity Institutional Asset Management
 Evolve Your Approach to Portfolio Construction
We hope you enjoyed hearing Paul Ma's thoughts on equity portfolio construction myths and realities. In our meeting, we discussed:
Why sectors matter when constructing portfolios
How active management can outperform in less-efficient markets and why it may help pinpoint international opportunities
Key considerations for managing inflation risk
One of our primary goals is to offer actionable insights you can use to help differentiate, protect, and grow your practice. These resources can help you evolve your portfolio construction discussions with clients and prospects:
pdf The Evolution of
Portfolio Construction
 The Evolution
of Portfolio
web Active Management
Can Outperform
pdf Raymond James Alignment Flyer
For more information about our portfolio construction program offerings or to schedule a portfolio review, call your Fidelity representative at 800‑544‑9999 or visit
The Fidelity Portfolio
Construction Program
Our program offers
advisors a range of
portfolio construction and
fund analysis services,
Detailed portfolio reviews
Online portfolio quick check
In-depth insights
  Pyramid top
Fidelity Institutional Asset Management - Original Insight - Tailored Access - Diverse Investment Capabilities
Not FDIC Insured - May Lose Value - No Bank Guarantee
Not NCUA or NCUSIF insured. May lose value. No credit union guarantee.
For investment professional use only.
Unless otherwise disclosed to you, in providing this information, Fidelity is not undertaking to provide impartial investment advice, or to give advice in a fiduciary capacity, in connection with any investment or transaction described herein. Fiduciaries are solely responsible for exercising independent judgment in evaluating any transaction(s) and are assumed to be capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies. Fidelity has a financial interest in any transaction(s) that fiduciaries, and if applicable, their clients, may enter into involving Fidelity's products or services.
Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. • In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation, credit, and default risks, for both issuers and counterparties. • Sector funds can be more volatile because of their narrow concentration in a specific industry.
Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company.
Before investing, have your client consider the fund's investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Have your client read it carefully.
796576.2.1  |  FIAM-BD
This email is promotional in nature and may be considered advertising under federal law. If you do not want to receive this type of email, please go to: (If you have difficulty opening the form, please email us at Note that you may still receive other types of emails from Fidelity Investments Institutional Services Company, Inc., unless you expressly indicate to us otherwise. Please allow 10 business days from the date of receipt of your email for your request to be effective.