Helping advisors know what their clients really own

Key Takeaways

Fidelity’s specialists can help advisors make more informed fixed-income positioning decisions for clients by analyzing their aggregate exposures in multiple sophisticated ways, leveraging a database with 500 million data points.
In addition to providing insights to specific clients, the process of analyzing thousands of portfolios has helped the Fidelity fixed-income specialist team share insights that we believe has helped advisors avoid common positioning dangers and seek opportunities for performance improvement.