Fidelity Management & Research (Japan) Limited

Overview

Fidelity Management & Research (Japan) Limited operates as an institutional-focused investment manager that primarily serves institutional clients through portfolio management for investment companies and pooled investment vehicles. The firm is structured under a combination of domestic-entity and individual ownership and performs CPO/CTA functions alongside its advisory work. Its fee arrangements include asset-based fees, performance fees and other negotiated structures. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser or a related adviser to another registered firm. The firm’s regulatory footprint dates to 2008 and its business affiliations extend beyond pure advisory activity: filings indicate connections with broker-dealers, banking or thrift institutions, trust companies, insurance companies and roles as sponsor or manager of pooled vehicles. That mix suggests the firm operates within a broader financial-services ecosystem and places emphasis on managing institutional mandates and pooled products rather than retail wealth management.

Assets & Accounts

Investments & Alternatives