What is quantitative investing?

Quantitative investing, or systematic investing, is an investment strategy that leverages data-driven analysis, advanced statistical techniques, technology and expert insights to identify investment opportunities.

 

Why quantitative investing is important

The data industry is a dynamic and ever-evolving landscape, and quantitative tools are essential for analyzing this data quickly and efficiently in the investment process in order to achieve beneficial financial outcomes.

At Fidelity, we harness vast amounts of data, using the most advanced systematic approaches, combined with human insights, to bring innovative strategies that can be used to pursue investment goals.

 

 

Fidelity’s quantitative edge

Our quantitative strategies are shaped by

 

Decades of proprietary research

We leverage over 20 years of exclusive data from tenured analysts and portfolio managers, shared among our quantitative experts and fundamental managers to uncover new opportunities. 

Advanced technology

Committed to continually pursuing technological advancements to quickly and efficiently transform data into investment insights, leveraging our cutting-edge technology, resources and abilities to scale. 

A network of investment talent and expertise

With dedicated investment teams aligned by asset class, the Fidelity Quantitative Research and Investments team includes over 200 quantitative developers and technologists passionate about identifying innovative investment insights. 

 

Benefits of quantitative investing

 

Consistent outcomes

Repeatable model-driven processes can be applied across large datasets, leading to more consistent outcomes. 

Diversification

A quantitative approach can be applied across various asset classes, accessing larger opportunity sets. 

Customization

Technology allows the ability to tailor strategies based on risk and tax-management preferences. 

Cost savings

Generally, a quantitative investing approach is more cost efficient, as transaction fees can be lower. 

 

Learn more about Fidelity’s quantitative insights and solutions.