In this exclusive demo, Mayank Goradia, VP Head of Investment Product and Portfolio Analytics, Fidelity Investments highlights the key solutions provided including:
- Quick Portfolio Diagnostics - Understand your portfolio's style and sector exposures, correlations among funds, and various risk and return measures.
- Tailored & Actionable Insights - Discover opportunities to improve your portfolio through analytics paired with Fidelity's thought leadership and proprietary insights.
- Customizable Reports & Rich Analytics - Demonstrate the difference your investment strategy makes with customizable reports featuring engaging analytics and charts that you can access at any time.