Fidelity Financial Advisor Solutions today announced the Q2 results of
the Fidelity® Advisor Investment Pulse, a survey that
captures the investment topics on the minds of more than 200 advisors in
order to share common concerns and deliver resources to help them
navigate changing market conditions.
The survey found that advisors were increasingly focused on market
volatility in the second quarter of 2014 - it took the No. 1 spot in
this survey vs. Q1 when it was No. 3, behind managing portfolios and
fixed income. Many advisors surveyed cited the challenge of ensuring
that their clients continue to benefit from the bull market, while also
protecting them against the downside.
"Based on our Q2 survey results, we know that many advisors are thinking
about a possible market correction, but at the same time they are
looking for ways to find growth and generate income for their clients,"
said Scott E. Couto, president, Fidelity Financial Advisor Solutions.
"We believe that the differences between winners and losers among asset
classes and individual securities are likely to increase, favoring
active asset managers with the ability to conduct the research necessary
to identify those opportunities offering the best chances for growth.
"Our investment and research teams see signs pointing to continued
growth in equities, for example, in value stocks and certain segments of
the economy, including the technology sector and the health care
sector," continued Couto. "We've seen many advisors take advantage of
sector investing to diversify their clients' portfolios, manage risk and
help generate potential alpha."
Fidelity offers a range of insights that can help advisors navigate this
approach to investing. For access to the insights and resources that
Fidelity offers, advisors can visit: advisor.fidelity.com/investmentpulse.
About the Fidelity Advisor Investment Pulse
The Advisor Investment Pulse is an ongoing primary research effort that
captures the views of more than 1,000 FFAS advisor clients annually. All
FFAS advisor clients in the broker-dealer and registered investment
advisor communities are asked to participate in the online survey.
Respondents are asked an open-ended question: "Thinking about the
investing environment and outlook, and the potential impact on your
client portfolios, what investment challenge or opportunity would you
say is top-of-mind for you right now?"
The survey reports "Top of Mind" themes of most concern to financial
advisors in both their practices and in the financial markets. These
themes are distilled from individual financial advisor comments. The
chart reflects the most current five themes that represent the most
widely held views. Given the variability of the number of responses over
time, and the ongoing nature of this effort, confidence levels also will
About Fidelity Investments
At Fidelity, our goal is to make financial expertise broadly accessible
and effective in helping people live the lives they want. We do this by
focusing on a diverse set of customers: from 23 million people investing
their own life savings, to 20,000 businesses needing help managing their
employee benefit programs to 10,000 advisors and brokers needing
technology solutions to invest their own clients' money. Privately held
and with 41,000 employees around the world, Fidelity is a leading
provider of investment management, retirement planning, portfolio
guidance, brokerage, benefits outsourcing and many other financial
As of June 30, 2014, the company held assets under administration of
$4.9 trillion, including managed assets of $2.0 trillion. It is one of
the largest mutual fund companies in the United States and the No. 1
provider of both workplace savings plans and Individual Retirement
Accounts (IRAs). For more information about Fidelity Investments, visit www.fidelity.com.
The content provided herein is general in nature and is for
informational purposes only. This information is not individualized and
is not intended to serve as the primary or sole basis for your decisions
as there may be other factors you should consider. Fidelity Investments
does not provide advice of any kind. You should conduct your own due
diligence and analysis based on you and your firm's specific needs.
Stock markets are volatile and can decline significantly in response to
adverse issuer, political, regulatory, market or economic developments.
In general the bond market is volatile, and fixed-income securities
carry interest rate risk. (As interest rates rise, bond prices usually
fall, and vice versa. This effect is usually more pronounced for
longer-term securities.) Fixed-income securities also carry inflation,
credit and default risks for both issuers and counterparties.
The registered trademarks and service marks appearing herein are the
property of FMR LLC.
Fidelity Institutional Wealth Services provides brokerage products and
services and is a division of Fidelity Brokerage Services LLC. National
Financial is a division of National Financial Services LLC through which
clearing, custody and other brokerage services may be provided. Both
members NYSE, SIPC.
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Products and services provided through Fidelity Financial Advisor
Solutions (FFAS) to investment professionals, plan sponsors and
institutional investors by Fidelity Investments Institutional Services
Company, Inc., 500 Salem Street, Smithfield, RI 02917.
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