Fidelity Worldwide Investment (Fidelity) was established over 40 years ago to provide asset management services to investors outside the Americas. We now manage assets worth more than £135 billion.

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. 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 best interests of our investors to be specialising and focusing exclusively in the field of asset management.

Our portfolio managers have access to detailed, up-to-date analysis on companies that make up 95% of global market capitalisation – our bottom up fundamental analysis of these companies forms the foundation upon which our client portfolios are constructed.

Services

We provide investment solutions to local authorities, pension schemes, charities, building societies and insurance companies. UK local authority pension funds are an extremely important part of our business. Today we manage £3 billion for local authorities on a pooled and segregated basis. We provide a range of products including:

• Global, UK and regional equities
• Global and UK fixed income
• Multi-asset strategies
• UK & European real estate

Segregated Solutions

Fidelity has an established history of managing segregated portfolios for local authority clients. Our approach enables us to tailor our service to the individual needs of clients. As part of this service we offer an extensive, bespoke administration and reporting package. This encompasses regular investment and valuation reports, as well as regular meetings and a leading client extranet information and reporting facility.

Pooled Funds

Fidelity has been managing pooled funds for institutional clients since 1988. Each of our broad range of funds is driven by the same investment process as our segregated accounts.

Our range includes:

• Global equities
• UK and regional equities
• Global fixed income
• UK core and core plus fixed income
• Multi-asset strategies
• Real estate

Commitment

We have been managing local authority money for 14 years and are fully committed to providing the highest levels of performance and client service. In addition, the value we place on local authority pension funds is demonstrated by the fact we are heavily involved in supporting and researching the market.

Contact

For more information about Fidelity’s services for local authority pension funds, please contact Nick Birchall.