A Deep Dive into Building High Conviction Portfolios

Researching opportunities and seeking to mitigate risk can be the building blocks to design a strong core portfolio. 

Join the experts at Fidelity Investments in this 30-minute LiveCast to hear all about how they’ve constructed their Fundamental ETFs to pursue competitive risk-adjusted returns for your clients over the long-term.

April 16, 2024
12pm PT | 3pm ET
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Topics will include:

  • A discussion covering Fidelity’s core active equity strategies that curate Fidelity’s highest conviction ideas into a single ETF
  • How their Fundamental ETFs maintain style consistency through a well-defined risk management process


Jessica Stauth, PhD

CIO: Active Strategies, Quantitative Research and Investments
Fidelity Investments

Benjamin Treacy, CFA

Institutional Portfolio Manager
Fidelity Investments

Todd Rosenbluth

Head of Research

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