Equity Overview
Process

The Pyramis Equity group employs both fundamental and quantitative strategies, utilizing varying degrees of active management. All portfolios employ processes focused on research and risk management. This process is complemented by a team-based structure to ensure depth of management and continuity in all of our portfolios.

People

In addition to collaborating with the broader Fidelity global research platform, our institutionally-focused Pyramis team employs:

people

Integrated Management Risk Framework

Managing risk is a critical component of our process. Our strategies span a full range of risk utilization and active management:

Many are diversified with more than 100 holdings, although specific strategies may utilize less

Are largely managed sector, currency and region neutral to their benchmarks

Seek to build minimum levels of cash

Leverage our proprietary quantitative risk modeling

Generate returns through bottom up stock-selection

Innovation

We invest significant resources to seek to ensure that the fundamental and quantitative research our team uses to build and manage client portfolios is second to none. Whether it involves the development of proprietary tools or the hiring of personnel, we are continuously looking for opportunities to improve our portfolio management efficiency, effectiveness and performance.

Spotlight

Equity Platform Overviews

First Quarter 2012

We are pleased to provide our latest platform overviews delivering information on research resources for the following:

Core

  • 130/30 Large Cap Core
  • Large Cap Core
  • Quantitative Large Cap Core
  • Diversified Large Cap Core
  • Small/Mid Cap Core
  • Small Cap Core
  • Total Market

Value

  • Large Cap Value
  • Diversified Large Cap Value
  • Mid Cap Value
  • Small/Mid Cap Value

Growth

  • Focused Large Cap Growth
  • Large Cap Growth
  • Earnings Growth
  • Diversified Large Cap Growth
  • Mid Cap Growth
  • Small/Mid Cap Growth

For more information on these products, please contact Jim Dwinell at pyramisequity@pyramis.com

Core

  • Select International
  • Select International Plus
  • Select Global
  • Select Global Plus
  • Select Europe
  • Select Japan
  • Select UK
  • Select Pacific Basin

Small Cap

  • Select Global Small Cap
  • Concentrated International Small Cap
  • Select International Small Cap
  • Concentrated Global Small Cap

Emerging Markets

  • Select Emerging Markets Equity
  • Emerging Markets Equity

Value

  • International Value

Growth

  • International Growth
  • Europe Growth

For more information on these products, please contact Jim Dwinell at pyramisequity@pyramis.com

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

U.S. Stocks and Monetary Policy: Wash, Rinse, Repeat

April 2012

Jurrien Timmer, portfolio manager, asks where we are in the current financial market cycle, and whether markets can continue to rally without further monetary stimulus in this April 2012 monthly commentary.

Download »

CIO Roundtable

April 2012

Leaders of each of the Fidelity Asset Management investment divisions gathered in March 2012 to discuss market conditions, significant risk factors, and other dynamics driving financial market performance. Read a summary of their remarks.

Download »

EXECUTIVE SUMMARY The Risks of Forbearance: Banking Crises in Japan and the U.K.

March 2012

Read the executive summary of a recent Fidelity Asset Management market research piece comparing the Japanese banking crisis and the U.K. in the wake of the 2008 financial crisis.

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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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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