Overview

The Pyramis Global Investment Strategies Team was formed to pair multi-asset class product solutions with disciplined portfolio construction processes to seek to deliver superior and consistent long term results for institutional investors and investment professionals.

The team is committed to providing world class institutional service that offers a platform of diverse resources and solution sets. The Team continuously develops, tests, and models new portfolio ideas to meet the challenges in an ever changing investment environment.

The Global Investment Strategies Team consists of ten seasoned professionals with experience in investment management, research, consulting, actuarial and corporate finance.

Spotlight

Pyramis Dynamic Asset Allocation Overview

The Global Investment Strategies team has extensive experience in managing dynamic asset allocation portfolios. We believe that combining Pyramis' global fundamental research with our Dynamic Asset Allocation (DAA) process can be a unique source of alpha in the industry.

The DAA process utilizes both systematic inputs and fundamental knowledge.

  • Systematic inputs include proprietary valuation, economic and technical models, which are scored each month in our DAA Dashboard.
  • Fundamental knowledge is derived from Pyramis' proprietary research across the globe.

We are able to leverage the diverse group of analyst and portfolio manager opinions throughout Fidelity to help form our DAA decisions.

Asset Allocation Products

Strategic Alpha

  • Pyramis Active Lifecycle
  • Pyramis Core Lifecycle
  • Pyramis Index Lifecycle
  • Strategic Balanced

    • Dynamic Alpha

    Diversified Alpha

    • Diversified Alpha Large Cap Core
    • Total return and LDI asset allocation support

      • Client Solutions

      For more information on asset allocation products, please contact Mark Olbrys at pyramisassetallocation@pyramis.com.

Defined Contribution Offerings

For more information on investment strategies for Defined Contribution plans, please click here.

CONTACT US
Institutional Sales »
Consultant Relations »
General Inquiries »

Corporate Headquarters
900 Salem Street
Smithfield, RI 02917
pyramis@pyramis.com


Pyramis - 900 Salem St
Events

aiCIO Summit

LDI 2.0: Adding Complexity and the Endgame—panel with Craig Anzlovar, VP, Investment Director


April 12-13
New York, NY - the Harvard Club

Insights

Business Cycle Update: Policy Risks Resurface Amid Mixed Economic Data

April 2012

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, review U.S. and global financial and economic trends and provide their investment outlook in this April 2012 monthly business cycle update.

Download »

Business Cycle Update: Employment Improving

February 2012

The rebound in employment has gained momentum, and helped make the U.S. mid-cycle economic expansion increasingly self-sustaining, Dirk Hofschire, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, write in this business cycle update.

Download »

Business Cycle Update: Inflation Pressures Fading

January 2012

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, review monthly U.S. economic indicators and provide their market outlook.

Download »

If you are a corporate or public defined benefit plan, endowment or foundation, please use the dropdown below to select your state.

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Art Greenwood

    Senior Vice President, Relationship Manager

    401-292-4729

    art.greenwood@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Sue Curran

    Senior Vice President, Relationship Manager

    401-292-4722

    sue.curran@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com

  • Public Plans

    Gerard Branka

    Senior Vice President, Relationship Manager

    401-292-4713

    gerard.branka@pyramis.com

    Corporates, Endowments & Foundations

    Joe Dattilo

    Senior Vice President, Relationship Manager

    401-292-4723

    joe.dattilo@pyramis.com
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This website is for informational purposes only. This website does not provide investment advice or recommendations, nor is it an offer or solicitation of any kind to buy or sell any investment products. Pyramis provides asset management services to Institutional Investors, and those services are generally only available to Institutional Investors. This website is intended to be made available only to persons residing in the United States. If you are not a US resident, please see the Global Home Page for information related to Pyramis international offices. The information on this website is provided only for Institutional Investors, consultants or members of the media. Information contained on this website is not intended for Institutional Investors in any jurisdiction in which distribution or purchase is not authorized.

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Jack Sholl

SVP Consultant Relations

415-445-7923

jack.sholl@pyramis.com

Angie Holbrook

VP Consultant Relations

401-292-4732

angie.holbrook@pyramis.com

Pamela Clancy

VP Consultant Relations

401-292-4719

pamela.clancy@pyramis.com
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General Inquiries

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For media-related questions, please call 617-563-5800.

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