Fidelity Launches Portfolio Quick Check®, Expanding Portfolio Construction Solutions for Advisors

New Digital Analytics Tool Provides On-Demand Analysis to Help Advisors Enhance Their Active Investment Strategies

BOSTON–(BUSINESS WIRE)–Fidelity Institutional®, the division of Fidelity Investments dedicated to providing technology, solutions and insights to wealth management firms and institutions, today announced the expansion of its suite of portfolio construction solutions with the launch of Fidelity Portfolio Quick Check® (PQC). This free, fully digital tool builds upon the access Fidelity Institutional® offers its advisors, allowing them to now analyze and compare investment strategies in minutes to manage portfolios more efficiently. The launch is the latest example of Fidelity’s commitment to continually invest in technology and tools to meet the changing needs of client and customer needs.

Through on-demand scenario planning and analysis of portfolio composition, performance, fees and risk, advisors can discover new opportunities to improve investment strategies and demonstrate the benefits of actively managing investments to their clients. PQC has been in pilot with 300 wealth management firms since the end of 2021 and is now available to all Fidelity Institutional clients.

According to a recent Fidelity study on advisor investment decision-making, client risk tolerance (83%) and unique needs (74%) are the top determinants of an advisor’s portfolio construction strategyi. By providing a less time-intensive option than its manual counterparts, PQC helps advisors personalize experiences for investors. It can also help advisors navigate the challenges associated with today’s market environment by providing quick insights that help them make more informed decisions aligned to economic activity.

“As advisors look to navigate the challenges created by headwinds in today’s global macro markets, our PQC offering allows them to instill an industrial portfolio construction framework that is scalable and personalized,” said Mayank Goradia, head of investment product and portfolio analytics for Fidelity Institutional. “We are drawing on Fidelity’s 75-plus-year history of money management and technology leadership to provide a tool that not only helps advisors improve their outcomes, but also frees up time for advisors to have more meaningful conversations with their clients on life goals and fulfillment.”

PQC delivers a multi-level analysis on portfolio composition and performance attribution, packaged neatly as a customized report for investors. The analysis includes:

Portfolio Observations, providing qualitative insights into improving a client’s and an advisor’s portfolio and alignment to robust Fidelity thought leadership for more details that can help guide client discussions

Fixed Income Analysis, Fidelity’s proprietary evaluation of holdings-based data for uncovering hidden exposures, as well as opportunities across sectors, credit quality diversification and fixed income characteristics

Equity Analysis, enabling portfolio comparisons to the 11 commonly recognized Global Industry Classification Standard (GICS) sectors by style and market cap, as well as geography and equity characteristics

Performance & Risk, evaluating 3- and 5-year performance statistics, comparing Sharpe ratio measures (risk-adjusted returns), observing market participation and reviewing the overall correlation between individual securities

Historical Market Events, insulating portfolios from unnecessary risks by analyzing performance in hypothetical and previous market conditions

Asset Allocation, seeing how assets compare to the benchmark an advisor sets for their client’s portfolio by region, asset class, management style and at the fund level.

Portfolio Quick Check enhances Fidelity’s mission of bringing portfolio management to scale, expanding access, and creating more efficiency for advisors. It joins Fidelity’s suite of portfolio construction solutions, including one-on-one consultations and custom model analyses that advisors can request through their Fidelity wholesaler or relationship manager.

For more information about Fidelity Portfolio Quick Check, please visit i.fidelity.com/quickcheck.

About Fidelity Investments

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $10.5 trillion, including discretionary assets of $4.0 trillion as of April 30, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs more than 58,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

Fidelity Portfolio Quick Check (PQC) is provided by Fidelity Distributors Company LLC (“FDC”) and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC, depending on your relationship. Content provided is intended for informational and educational purposes only and should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. You, the investment professional, are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for you or your customer based on your or your customers’ investment objectives, financial circumstances and risk tolerance. You remain solely responsible for your compliance with applicable federal and state laws, rules and regulations. You should consult your legal, investment or tax professional regarding your or your customers’ specific situation.

Fidelity Institutional® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 245 Summer St., Boston, MA 02210.

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i Fidelity Institutional, “Advisor Investment Decision-Making: Discretion and Portfolio Decisions,” August 2021

Contacts

Corporate Communications

(617) 563-5800

fidelitymediarelations@fmr.com

Anjelica Sena

(201) 915-7814

anjelica.sena@fmr.com

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