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Fidelity's approach to portfolio construction and the potential benefits of investment consulting

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"Fidelity's approach to portfolio construction and the potential benefits of investment consulting"

In today’s rapidly evolving investment landscape, Fidelity's deep portfolio construction capabilities are uniquely positioned to provide advisors with world-class investment resources to address their biggest challenges.

Portfolio construction is growing increasingly complex, with new asset classes, products and vehicles, and an evolving economic environment. Advisors are seeking new and innovative ways to scale their businesses, institutionalize their approaches to investment management, connect financial planning to investment execution, and deliver more value to their clients.

Working with Fidelity, advisors can leverage the firm's proprietary asset allocation views, manager research, and analytical tools to deliver comprehensive insights and customized solutions. These capabilities allow advisors to spend more time focusing on client needs, growing their businesses, and potentially improving their investment outcomes.


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