Pyramis Global Advisors

Fidelity Investments Canada ULC is proud to distribute the products and services of Pyramis Global Advisors, a Fidelity Investments company, to Canadian institutional investors. Pyramis is an investment management firm focused on serving corporate and public retirement funds, endowments, foundations, and other institutions. Pyramis offers actively managed Canadian, U.S., international and global equity, fixed-income, asset allocation and alternative strategies.

Philosophy

Pyramis is guided by 2 simple goals: superior investment performance and exceptional client service. In forming a dedicated business built on the reputation and proven success of Fidelity Investments, we offer our clients a number of advantages for a successful outcome:

• Substantial resources, including a research capability that is powered by one of the industry’s largest and most experienced teams of analysts and portfolio managers. In total, over 413 Fidelity and Pyramis equity research analysts in 13 locations around the globe follow a well-documented and repeatable process to produce independent research.
• A commitment to understanding each client’s business, goals and expectations.
• A client-service culture premised on accountability, accessibility and transparency.
• A performance culture where employees work in an environment of teamwork and meritocracy and compensation is tied to investment performance.

Investment Approach

At Pyramis, we believe the best way to generate alpha for our clients is through security selection, and the building blocks for security selection are extensive research and the astute interpretation of that research. We also understand the importance to institutions of having an investment approach that is transparent, consistent and sustainable, and in which portfolios are managed with clear objectives and risk parameters.

Assets Under Management

As at March 31, 2009, assets under management for Canadian institutional clients totaled $5.5 billion¹. Total Pyramis worldwide assets under management totaled $113 billion².

¹Canadian client assets are represented in CAD

²Assets for worldwide clients is represented in USD