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Fidelity Advisor

Investment Pulse Survey*

In Q1 2015, portfolio management and international surge as top concerns for advisors. In addition, for the first time since results of the Fidelity Advisor Investment Pulse were published, the international market is ranked within the top five themes that are top-of-mind for advisors.

Q1 2015 Survey Results

Q3 2014 Fidelity Advisor Investment Pulse Results

Q3 2014 Fidelity Advisor Investment Pulse Results

Source: Q1 2015 Fidelity Advisor Investment Pulse Survey

About the results

Portfolio management took the No. 1 spot during the quarter – up from No. 3 in Q4 2014. Topics such as market volatility, interest rates, fixed-income, and yield remain important for advisors, taking the No. 2, No. 3, No. 4, and joint No. 5 spots, respectively. When combined, these themes help to explain advisors’ overall focus on portfolio management and asset allocation.

Top Five Q1 2015 Topics

  1. Portfolio Management
  2. Market Volatility
  3. Interest Rates
  4. Fixed-Income
  5. Yield/International

Fidelity insights

Fidelity offers a range of insights that can help advisors navigate through a new era in portfolio management – focusing on both the near- and long-term environment.

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* Survey data from an ongoing, open-ended survey of 200+ advisors per quarter.

Investing involves risk, including risk of loss.

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