A Strategy for all Markets
May 2010
Joe Morgart explains how market-neutral investing diminishes volatility.
Pyramis Pulse Poll Series: Emerging Asset Allocation Structures Global Pension Survey
April 2010
This video reviews the findings from the Pyramis Global Pulse Poll research which focused on identifying the top concerns, attitudes and future intentions of defined benefit (DB) pension plan sponsors. Separate polls were conducted in the US, Canada, the UK and Northern Europe.
A Conversation with Steve Balter and Chris Galizio
April 2010
Pyramis U.S. Large Cap Growth portfolio managers Steve Balter and Chris Galizio discuss their investment philosophy, the strategy's success to date and the opportunities they see in the U.S. large cap space.
A message from our CIO
January 2010
Pyramis Chief Investment Officer, Young Chin discusses 2009 results for Pyramis, results for the markets in 2009 and asset classes as compared to 2008, and the turnaround in the investment markets.
A message from our CIO
December 2009
Pyramis chief investment officer Young Chin reviews the investment markets in the third quarter and discusses the expanding role of non-directional investing strategies in clients' portfolios.
The art and science of fixed income risk management
October 2009
Portfolio manager Jeff Moore explains why a robust partnership between quantitative and fundamental analysis is essential to effective risk management.
An Interview with Cesar Hernandez and Young Chin
October 2009
In this interview, César provides insight on Select International's success and how he has applied his consistent investment process to create a franchise of international and global investment portfolios based on the "Select" process.
Emerging markets and your pension plan
July 2009
Portfolio manager Ravi Mantha discusses the opportunity for adding emerging markets exposure to your pension plan.
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Emerging Asset Allocation Structures
Q1 2010
Pyramis Global Pension Pulse Polls Reveal Strategic Views from North America, the UK, and Northern Europe
Canadian Pensions Begin New Path for Future
Q1 2010
Responses by Canadian DB plan sponsors to the Pyramis Pulse Poll survey reveal they are taking proactive steps to address challenges and maintain value.
Market-Neutral Strategies: A Key Component of Asset Allocation in All Markets
Second quarter 2009
During 2008, virtually all equity asset classes, including most alternative strategies, moved in the same direction—downward. However, an investment strategy—equity market neutral—provided some relief. Joe Morgart Pyramis Senior Vice President, Alternative Strategies has completed an extensive review of the performance of market neutral strategies during 2008 presented in this white paper.
Operational Risk Assessment Is Key to Effective Manager Evaluation
Second quarter 2009
Although investment risk control is a critical dimension of a manager's value proposition, this article focuses on assessing operational risks, defined for this purpose as the quality of an investment manager's risk management infrastructure and controls.
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DB Plan Sponsors at a Crossroad: Choices and Challenges for the Future
Fourth Quarter 2008
A rare in-depth look at the Canadian defined benefit market based on a survey of 108 Canadian plan sponsors. The report provides insight on a number of Issues including: plan sponsor top concerns, their view of current pension reform proposals, funding and solvency levels, current asset allocation status and attitudes towards alternative investing and other strategies such as portable alpha, 130/30, socially-responsible investing and LDI.
Equity Market Neutral: A Key Component of Asset Allocation in Varying Market Conditions
March 2010
Joseph Morgart explains the attraction of market-neutral investing.
Federal budget analysis
March 2010
Read about how Ottawa is balancing the need for stimulus with fiscal responsibility.
Narrowing down the risk factors
Third quarter 2009
By Andrew Marchese, Head of Canadian Equities Pyramis Global Advisors
Emerging Markets - Making the most of the opportunity that can't be ignored
Second Quarter 2009
By Ravi Mantha, International Equity Portfolio Manager, Pyramis Global Advisors
Operation: Risk
Second Quarter 2009
By Joseph Morgart, Senior Vice President, Alternative Investment Strategies, Pyramis Global Advisor
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The hedge fund industry: Evolving in volatile times
First Quarter 2009
By Joseph Morgart, Senior Vice President, Alternative Investment Strategies, Pyramis Global Advisor
Border Crossings - New Research Suggests that DB Plan Sponsors Are Finally Ready to Go Global
January 2008
Benefits Canada
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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
2009
Pyramis Grows Global Distribution
Pyramis adds distribution presence in Europe and the Middle East.
2008
Pyramis Expands
Pyramis opens offices in Canada and the United Kingdom.
2005
Pyramis Formed
Pyramis Global Advisors is formed to focus on institutional investing.
2001
Canadian Pools Offered
Fidelity offers institutional pools and separately managed accounts to Canadian clients.
1987
Established Canadian Office
Fidelity Investments Canada ULC is formed.
1981
Fidelity Management Trust Company Established
Fidelity Management Trust Company is established to offer trustee and investment management services to institutional clients.
1969
FIL Limited Is Founded
FIL Limited, a leading asset manager in Europe and the Asia-Pacific region, is founded.
1964
Fidelity Investments Establishes FMR Investment Management Service, Inc.
Created to provide investment advisory services to large corporate pension clients.
1946
Fidelity Investments Is Founded
Established Fidelity Management & Research Company (FMRCo.), which is now the investment advisor to one of the largest mutual fund companies in the U.S.
