FIL Fund Management (Ireland) Limited

FIL Fund Management (Ireland) Limited

Who we are & what we do

Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come.  As a private company, we think generationally and invest for the long term.  Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for nearly 50 years.

We offer our own investment solutions and access to those of others, and deliver services relating to investing:  For individual investors and their advisers we provide guidance to help them invest in a simple and cost-effective way.  For institutions, including pension funds, banks and insurance companies, we offer tailored investment solutions, consultancy, and full-service outsourcing of asset management to us.  For employers, we provide workplace pension administration services on top of, or independently from, investment management.  We are responsible for total client assets of US$414 billion / €356.9 billion from 2.4 million clients across Asia Pacific, Europe, the Middle East and South America.

Our history

Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

Our investment approach

Investing requires a continuous research commitment to build a deep understanding of what is driving industries and individual businesses.  This is where our global research capabilities with over 400 investment professionals and research staff around the world come in:  Fidelity International is committed to generating proprietary insights and our analysts work together across asset classes, e.g. combining insights from equity, credit, macro and quantitative research, to form a 360° view on the health and prospects of companies.

  • Our analysts carry out their research on the ground – visiting the shop floor, speaking to customers, competitors, suppliers, and independent experts to form conviction.
  • Over the course of a year, our portfolio managers and analysts attend more than 16,000 company meetings – or one every 8 minutes on average between them.
  • We commission over 250 bespoke surveys and reports a year to understand the market potential of companies’ product and service innovations. As part of our fixed income research, we run over 60 different proprietary quantitative models to add a top-down perspective to our fundamental credit analyst output.
  • Our in-house research, which is unavailable to other investors, covers 90% of our fund holdings.
  • In addition, our Manager Research team maintains a buy-list of ~160 active and passive third party strategies as well as 85 Fidelity managers. 

Thanks to an industry-leading technology platform, our investment professionals have mobile access to all research and reporting in one place.  This includes risk monitoring, unique modelling and forecasting tools.  Portfolio Managers are also able to initiate trades anytime from anywhere for execution by our 24-7 global trading team.  This is how we find growth opportunities or income streams that have not been priced in by the market – allowing us to consistently add value for our clients.

How we run our business

We believe that responsible investing - considering Environmental, Social and Governance aspects - is essential in protecting and enhancing returns to our clients.  We are stewards of our clients’ money and have an important role to play in improving the governance of the companies in which we invest our clients’ money – helping companies become better companies.

Our portfolio managers are compensated on their long-term performance so that client and manager interests are aligned. The same is true for our management, whose shareholdings in our company are for the duration of their careers with the firm.

We train many of our fund managers through our rigorous Portfolio Manager Academy programme. New portfolio managers initially manage pilot funds to test their ideas with our own money first. To our clients we offer tried and tested funds as a matter of principle.

It’s an approach that works: More than 200 awards across Europe and Asia in 2017 to date recognise the consistent strong achievements of our investment and client service teams. (All data as at 30 September 2018)

Address

FIL Fund Management (Ireland) Limited

Contact

Dorcas Phillips

Director, ETFs

Phone: +44 (0)20 70 74 59 55

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