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.

 

What’s new in quantitative investing at Fidelity?

 

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.