Fidelity: Building The Right Team

April 16, 2018

 

[This ETF Industry Perspective is sponsored by Fidelity Investments]

Manager selection means choosing a specific set of investments to fill out your clients’ portfolios. A due diligence process focused on each potential ETF, mutual fund, or other investment vehicle you might recommend or use is an integral part of an investment plan—an important way to help your clients achieve their goals.

As an advisor today, you face a vastly expanded universe of ETFs and mutual funds. The rapid growth in the number and type of investment options has made manager selection more complex. In addition, a rapid transition to fee-based advisory models, an evolving fiduciary environment, and ongoing innovations in financial technology have shaped the way you evaluate investments and build portfolios.

Despite the challenges and complexity, this landscape in flux creates an exciting opportunity for you to distinguish yourself, and thrive, with an efficient framework for manager selection. Fidelity’s latest insights provide the key to this process and give you the tools you need to build portfolios with confidence. Learn more about building the right team for your client portfolios with this client-approved eBook and get the conversation going.

Click here to read more.

ETFs are subject to market fluctuation, the risks of their underlying investments, management fees, and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. Fidelity Investments Institutional Company, Inc.

 

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