The Pyramis Asset Allocation and Investment Strategies Team was formed to pair multi-asset class product solutions with disciplined portfolio construction processes to seek to deliver superior and consistent long term results for institutional investors and investment professionals.
The team is committed to providing world class institutional service that offers a platform of diverse resources and solution sets. The Team continuously develops, tests, and models new portfolio ideas to meet the challenges in an ever changing investment environment.
The Asset Allocation Team consists of ten seasoned professionals with experience in consulting, actuarial and corporate finance.
The Pyramis Asset Allocation team manages $32.9 Billion in assets as of September 30, 2009.
The Asset Allocation suite includes multi asset class product solutions with disciplined portfolio construction processes that strive to deliver positive and consistent long term results for institutional investors.
ClearPathTM Lifecycle Solutions are designed to deliver superior performance with a level of risk appropriate for the plan member, whether retirement is three years or thirty years away. Our proprietary glidepath design allocates assets according to the plan member’s risk tolerance and retirement year, to help maximize long-term cumulative returns and preserve capital. As the member approaches the target retirement year, appropriate diversification and reduced exposure to risk are maintained. Clearpath Lifecycle Solutions are available as mutual funds or institutional strategies.
The Balanced Trust Service is a fully customizable offering in which clients build a Balanced portfolio by choosing Pyramis disciplines in each asset class to be included in their portfolio, their desired target mix, and their preferred rebalancing tolerance bands. On a monthly basis, Pyramis will automatically rebalance the portfolio if the asset mix deviates outside of the client's pre-established tolerances.
The Strategic Balanced portfolio seeks capital growth and income by diversifying across a range of asset classes, including equity and debt securities. The Pool will typically invest approximately 60% of its assets in Canadian and non-Canadian equity securities and the remainder in fixed-income securities by investing in underlying disciplines advised by Pyramis Global Advisors LLC (PGA) and/or its affiliates. The underlying investment strategies are combined in a manner such that risk-adjusted expected return is maximized. The positioning of each investment strategy is monitored to ensure the overall portfolio composition is consistent with the target allocations.
For more information on these products, please contact pyramiscanada@fmr.com.
Fidelity Investments Canada ULC
483 Bay Street, Suite 300
Toronto, Ontario
M5G 2N7
1 (800) 817-5448
pyramiscanada@fmr.com
Media Relations
Chris Pepper
Director, Corporate Affairs
(416) 307-5388
Pyramis Global Pension "Pulse" Poll
January 2010
Leading global pension plans believe future growth to come from active equity management
Lifecycle Investing - Avoiding the Mistakes
March 2009
Plan Sponsors across North America are considering making Lifecycle Funds either the cornerstone of their DC plan design, or the default choice for members. Evaluating key issues for such an important investment option can be intimidating. This presentation lays out the five most common pitfalls that plan sponsors often make with lifecycle investing and how to avoid them.
Events
DC Plan Summit February
- February 10-12, Whistler, B.C.
