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 Tim Heffernan and Young Chin
October 2009
Pyramis Chief Investment Officer Young Chin interviews portfolio manager Tim Heffernan on the 18-year anniversary of the U.S. Market Neutral strategy.
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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.
A message from our CIO
July 2009
Pyramis chief investment officer Young Chin reviews the investment markets in the second quarter and discusses the expanding role of non-directional investing strategies in clients' portfolios.
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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Crunch time for credit markets?
July 2009
Portfolio managers Brian Miron and Harley Lank and Peter Drake, VP Retirement and Economic Research, give their perspective on the current state of fixed-income markets.
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.
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Pyramis "Pulse Poll" Uncovers Top Concerns and Strategic Views from Pension Investors in North America, U.K., and Northern Europe
February 2010
The November 2009 Global Pension Pulse Polls conducted by Pyramis Global Advisors 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.
Learn more about the views of Canadian Plan Sponsors:
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.
Opportunities in Canadian and Global Credit Markets
Second quarter 2009
This paper examines the opportunity for institutional investors to capitalize on the tightening of credit spreads since the beginning of 2009 and how Pyramis' fixed income product line-up offers diversified exposure to the fixed income markets.
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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.
The Classic Active versus Passive Debate: Takes on New Dimensions in Lifecycle Strategies
Third Quarter 2008
The active versus passive debate, which has raged for years in Defined Benefit (DB) circles, is taking on new dimensions within the Defined Contribution (DC) arena. This paper, written by Peter Chiappinelli, CFA, CAIA, Senior Vice President and Asset Allocation Strategist, explores the primary rationales that plan sponsors have shared as to why they have made the choices they have in selecting lifecycle strategies to be added to the investment options offered in retirement savings plans.
International Total Market Investing: Does Your Plan Have an International Small-Cap "Gap"?
First Quarter 2008
There has been a sharp rise in interest in the international small-cap asset class due, in part, to recently announced changes to the Morgan Stanley Capital International (MSCI) equity indices. This white paper provides institutional investors with perspective on the increasing small-cap focus, and how the changes to the benchmark may affect investment policies.
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Exploring New Ground: Key Global Pension Strategies for Today's Investment Landscape
February 2008
This comprehensive survey of 157 pension plan sponsors was conducted in partnership with the Canadian Pension Fund Directory in the spring/summer of 2007. Learn about the current state of corporate and public defined benefit plans and gain insight into the investment strategies plan sponsors are considering in response to a new landscape of pension 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.
