How Quantitative Strategies Are Reshaping Traditional Portfolios | Insight & Outlook

A webinar replay from Fidelity Institutional in which Brian Henze, senior vice president of liquid alternatives, speaks with Gil Haddad, chief investment officer and head of advanced strategies and research, about converting the firm's research, portfolio manager input and alternative data into systematic investment strategies. The conversation covers the evolution of systematic investing, Fidelity's Fusion Alpha platform and what the speakers describe as three alpha engines: analysts, portfolio managers and alternative data. It closes with discussion of turning investor insights into signals, alternative data in stock selection, and risk management through market dislocations.

1. The discussion frames systematic investing as an evolution rather than a break from traditional research-driven investing
2. Fidelity's Fusion Alpha platform is presented as the vehicle for turning decades of proprietary research into systematic strategies
3. Three sources of alpha are described: analysts, portfolio managers and alternative data
4. Later segments cover converting investor insights into signals, alternative data in stock selection, and risk management during market dislocations