Equity Overview

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 the portfolios.


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


Integrated Risk Management 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


We invest significant resources to ensure that the fundamental and quantitative research our team uses to build and manage client portfolios is comprehensive. 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.


Equity Platform Overviews

Second Quarter 2014

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


  • Diversified Large Cap Core
  • Large Cap Core
  • Quantitative Large Cap Core
  • Small/Mid Cap Core
  • Small Company
  • Small Cap Core


  • Large Cap Value


  • Focused Large Cap Growth

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

Non-US/Large Core

  • Select International
  • Select International Plus
  • International Growth
  • International Value

Global Large Core

  • Global Core
  • Select Global
  • Select Global Plus

Small Cap

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

Emerging Markets


  • Europe Growth
  • Select Europe
  • Japan Growth

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


Corporate Headquarters
900 Salem Street
Smithfield, RI 02917

Pyramis - 900 Salem St

Low-Volatility Equity Investing for U.S. Corporate Defined Benefit Plan Sponsors

August 2014

This article argues that low-volatility equity strategies may provide an alternative de-risking approach for DB pension plans, particularly those that want to maintain exposure to equity assets in a low and potentially rising interest-rate environment.

A Framework for Evaluating Investments and Reforms in State-Owned Enterprises

August 2014

State-owned enterprises (SOEs) are a sizable portion of the emerging-markets universe and can greatly influence its overall performance. This paper provides a framework for evaluating the investment opportunity in SOEs and the implications of SOE reforms.

Business Cycle Update: Steady Global Environment amid Fragile Rebound in Emerging Markets

August 2014

Dirk Hofschire, CFA, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess global and U.S. economic and financial market trends for August 2014.

To contact a member of our business development team, please use the dropdown below to select your state.

General Inquiries

For non-media inquiries, please call 1-401-292-3431.

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