Who This Is For
Who this is for
Different investors can use the same research platform in different ways
Institutional Investor
- Diversify into explainable long-term quant products
- Customised products and research services
- Research library access
- Test your own strategy
Wealth Managers
- Diversify client portfolios
- Customise products for risk and goals
- Research library access
- Test mutual funds or indices
Individual Investor
- Start with low-ticket quant products
- Test mutual funds or your own strategy
- Learn systematic fundamental investing
- Review product notes and live performance
Who We Are
Thousands of data points moving as one
“Like a murmuration of starlings, thousands of data points moving as one.”
Who We Are
FidelFolio is an investment research firm
We focus on fundamental analysis using statistical investment models and explainable machine learning
ResearchFundamentalsStatisticsExplainable ML
Investor Trust
Research to lasting investor trust
Evidence, transparency and disciplined implementation create a foundation for durable relationships
7.5mnhistorical portfolios studied
5+years of live track record
90%investor retention rate
300,000investment strategies tested
Values
Explain.
Educate.
Empower.
We explain our research transparently, help investors make informed decisions and provide tools to explore ideas independently
explaineducateempower
Explain: Research Library
Product notes, live performance, methodology, research papers, white papers and videos.
Educate: Learning Centre
Learn Quant, rolling returns, backtesting, behavioural finance and guided videos.
Empower: Backtesting Tool
Test mutual funds, indices, FidelFolio products or your own investment strategy.