Fidelity appoints sales manager for Queensland advice market

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Fidelity International has appointed Benjamin Lucas as regional sales manager, QLD.  Mr Lucas is based in Brisbane and reports to Simon Glazier, head of Fidelity’s wholesale sales team. Mr Lucas has over 15 years’ experience in financial services and joins Fidelity from Challenger Limited where he was business development manager for four years. He has also

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18 May 2022

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Women’s life choices constrained by money concerns

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One in three women don’t have enough money saved to allow them to make significant life decisions like changing jobs or changing relationship status, according to research by Fidelity International in Australia. The study, The Financial Independence of Women[1], found that many women feel trapped by their financial situation, and lack the confidence or knowledge

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04 Mar 2022

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Fidelity International augments institutional capability with the appointment of Mark Vrkic

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Fidelity International has appointed Mark Vrkic as director, institutional business, based in Sydney. In the role, Mr Vrkic will help manage institutional client and consultant relationships, and grow Fidelity’s institutional business as the firm looks to expand into areas such as fixed income, direct property, and private credit over the coming years. He will report

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27 Jan 2022

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Fidelity International commits to halve emissions from investment portfolio by 2030

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Fidelity International (Fidelity), a global asset manager with total client assets of US$787.1 billion, has introduced an enhanced, engagement-led climate investing policy[1], that aligns its long-term, active asset management strategy with a net zero future. Building on its commitment as a founding signatory to the Net Zero Asset Managers Initiative[2] to reach net zero by

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28 Oct 2021

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Fidelity International called out as ‘Responsible investment Leader’

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Fidelity has been included as a Responsible Investment Leader by the Responsible Investment Association Australasia (RIAA) in its landmark study launched last week. This recognises our commitment to responsible investing and attributes as an investment manager. The Responsible Investment Benchmark Report Australia 2021 show the market for responsible investments in Australia has continued to soar

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06 Sep 2021

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Fidelity International announces first actively managed model portfolio available to clients

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Fidelity International has launched its first Separately Managed Account (SMA), in partnership with Praemium, one of Australia’s largest providers of SMAs. The mandate is an actively-managed Australian equity model managed by Kate Howitt. Fidelity has been working with Praemium and a mutual long-term client for some time to bring the right SMA solution to the

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02 Sep 2021

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Fidelity International further expands sustainable investing capability with appointment of Daniela Jaramillo

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Fidelity International has appointed Daniela Jaramillo as director, sustainable investing, based in Melbourne. In this newly created role, Daniela will work with Fidelity’s investment team to help further integrate sustainability considerations into the firm’s investment process. She will work closely with Fidelity’s large research function on the firm’s proprietary sustainability ratings, support engagement and voting

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13 Aug 2021

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Fidelity International accelerates net zero goal by a decade to 2030

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Fidelity International is accelerating its commitment to reduce company-wide operational carbon emissions to net zero to 2030, 10 years ahead of its previous goal of 2040. Fidelity’s path to net zero will prioritise the avoidance and reduction of emissions through operational improvements in the energy efficiency of its offices, responsible business travel and the use

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03 Aug 2021

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Fidelity International expands voting guidelines with new diversity and climate change policies globally

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Fidelity International, a global asset manager with total client assets of $787.1 billion, has published its Sustainable Investing Voting Principles and Guidelines, introducing new global policies on climate change and gender diversity. Through engagement and voting, Fidelity aims to improve the governance and sustainability behaviours of its investee companies. The new policy will see Fidelity increasingly hold investee companies to

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27 Jul 2021

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Fidelity International hires portfolio manager Ashish Kochar

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Fidelity International, a global asset manager with total client assets of US$739.9 billion, has hired Ashish Kochar, an experienced global growth-oriented portfolio manager. Starting in September and based in the London office, Mr Kochar will join the global equity team as portfolio manager of the Fidelity Global Equities Fund alongside co-portfolio manager Oliver Trimingham. Mr Kochar

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16 Jul 2021

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