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Mayank Goradia is the Senior Vice President and Head of Integrated Portfolio Construction Delivery at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses.
This episode covers the evolving role of portfolio construction and how Fidelity supports advisors with innovative and traditional products to meet their PC needs.
Topics also discussed:
- Mayank shares his journey from accounting and finance to his current role at Fidelity, where he works on portfolio construction and supports advisors.
- How Fidelity aids advisors with three main aspects: portfolio construction principles, institutional-quality tools, and consulting for personalized investment strategies.
- Rising industry challenges, like geopolitical tensions and shifting market cycles, which have made portfolio construction more essential for advisors.
- Mayank outlines Fidelity's advisor personas (outsourcers, engineers, and customizers) and the tailored tools Fidelity offers, such as model portfolios, ETF options, and custom models to meet their specific needs.
- Recent trends, including a shift to equities, increased alternative assets, and the growing use of ETFs, as well as the benefits of Fidelity's tools for benchmarking, personalization, and consistent alignment with clients’ goals.
Hear more from Mayank as the host of the Next Great Portfolio: The search for the next great portfolio: A 6-part video series (fidelity.com)
Click to learn more about Fidelity Portfolio Quick Check
Resources: Fidelity Investments
Related: The Power of Innovation in U.S. Large Cap Growth
Fidelity Investments is an independent company, unaffiliated with Advisorpedia.
Fidelity Investments is a registered trademark of FMR LLC.
Fidelity Investments® 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; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.