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Fidelity On Air - Managing equity risk in volatile times

Recognising the need for Australian investors to manage risk when markets are volatile, Fidelity has launched a global low volatility equity fund.

Join our live online panel as they discuss the case for active investing in low volatility equities. Hear from:

With more than 8 years managing low volatility portfolios for Fidelity Institutional Asset Management (FIAM), Ben has a wealth of experience in this strategy and the benefits it can bring to client portfolios. Anthony and Richard will discuss the unique risks facing advisers building portfolios for retiree clients and provide real examples which display the upside to managing downside risk.

More specifically the panel will address how low volatility strategies can:

  1. Reduce the overall risk of the portfolio
  2. Provide significant downside protection
  3. Retain meaningful upside participation in equity allocation

This virtual event is for professional investors.

 

Speakers

Ben Treacy

Ben Treacy

Institutional Portfolio Manager, Fidelity Global Low Volatility Equity Fund

Ben Treacy is an institutional portfolio manager at Fidelity Investments, covering quantitative equity strategies. Prior to assuming his current responsibilities, Mr. Treacy was Director, Investment Analysis at Fidelity Management and Research Company (FMR Co.) from 2000 through 2008. He was responsible for product management, product development, and analytical support for Fidelity mutual funds.

Anthony Doyle

Anthony Doyle

Cross Asset Investment Specialist

Anthony Doyle has over 17 years’ experience in global financial markets, working for some of the largest investment management firms in Australia, Europe, and the United Kingdom. In his current role, Anthony helps to explain Fidelity’s broad investment capabilities, strategy, market views and performance to clients. 

Richard Dinham

Richard Dinham

Head of Client Solutions and Retirement

Richard works with Fidelity’s investment and product teams around the globe in developing a range of solutions that meet the current and future needs of wholesale and institutional clients in Australia. Richard joined Fidelity in March 2018 with 25 years of industry experience. Prior to joining Fidelity, his most recent experience was with Macquarie Bank as head of research servicing the investment and research needs of the wealth management and private bank divisions.

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