Fidelity: Effective Portfolio Construction

April 27, 2020

[This ETF Industry Perspective is sponsored by Fidelity Investments.]

In today’s rapidly changing financial landscape, it’s more important than ever that advisors think differently about effective portfolio design. That’s why Fidelity looks beyond conventional wisdom at every stage of the portfolio construction process, and that strategy is reflected in our forward-looking analysis, multitime horizon framework, and open architecture approach.

With resources and services designed around the way advisors work, we can help you build portfolios that help meet your clients’ unique needs—taking on as much of that responsibility as you choose.

Click the link to find out more, including the following:

  • Why effective portfolio construction matters now
  • Fidelity’s approach to portfolio design
  • How to build portfolios for any goal


Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money. Fidelity Distributors Company LLC.


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