Fidelity International - Asset Management Services

Fidelity International (Fidelity) provides asset management services across Europe, the Middle East, Africa and the Asia-Pacific region, with over 4,000 members of staff operating across the globe.

Our US affiliate, Fidelity Management and Research (FMR), serves the Americas region and is one of the USA's largest mutual fund companies. Fidelity maintains close links with FMR and the two companies draw on each other's extensive research capabilities, giving our portfolio managers access to detailed up-to-date analysis on companies that make up 95% of global market capitalisation.

Asset management

The independence we enjoy as a privately owned company enables us to concentrate on developing innovative products and providing the highest levels of customer service. We have always believed it is in the interest of our investors to focus exclusively on asset management.

We believe Fidelity's success as an international financial services provider is a result of our commitment to act in the best interests of our clients. Not only do we strive to achieve the best investment returns, we continue to invest heavily in technology to make our business as efficient as possible.

At Fidelity International we offer the full range of products and customised solutions (including Fiduciary management services).

Our investment approach

At Fidelity, we’ve always been committed to carrying out fundamental in-depth research on the companies we invest in and we do this not only for equities but for fixed income and cash as well. Our reputation and presence in the marketplace give us excellent access to the senior management of companies we invest in, so Fidelity’s portfolio managers can rely on our own independent analysis when building their funds.

We’re able to draw on the research and analysis generated by one of the largest in-house research networks in the industry, with access to more than 600 investment professionals from all over the world. We have recently expanded this network with a global sector team which is looking at how increasing globalisation affects the companies and markets we invest in.

Mutual fund expertise

We maintain close links with Fidelity Management and Research (FMR), our US affiliate, which was founded in Boston in 1946, and is one of the largest mutual fund companies in America. Fidelity and FMR share a global communications network, enabling all investment professionals to distribute research findings to each other immediately.

While our investment professionals work as a team, it is portfolio managers who are ultimately responsible for picking stocks. Fidelity has always maintained that portfolios are managed much more successfully when investment decisions are based on individual responsibility and accountability rather than being made by a committee.

Corporate governance at fidelity

At Fidelity we believe we have a duty to satisfy ourselves that the companies we invest in are managed legally and responsibly. This responsibility is part of share-ownership and is a key element of our commitment always to act in the best interests of our clients.

As an active investor and long-term shareholder, Fidelity has an unparalleled amount of contact with companies in which we invest, both through regular meetings and informal dialogue with senior management.

Our 'Principles of Ownership' document details our approach towards the stewardship of our investments as well as our views on remuneration policy, voting, take-over bids, returns to investors and socially responsible investment.