FIDELITY MANAGEMENT & RESEARCH (JAPAN) LIMITED other names

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Adviser Profile

As of Date:

06/28/2024

Adviser Type:

- Large advisory firm
- Outside the United States
- An investment adviser (or subadviser) to an investment company


Number of Employees:

11 -15.38%

of those in investment advisory functions:

8


Registration:

SEC, Approved, 9/26/2008

AUM:

2,803,049,875 -59.89%

of that, discretionary:

2,803,049,875 -59.89%

Private Fund GAV:

0

Avg Account Size:

311,449,986 -37.60%


SMA’s:

YES

Private Funds:

0

Contact Info

81( xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
8B 7B 6B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Operating Margins Driving Tech Earnings Recovery: Chisholm - Bloomberg
03/28/2024

Denise Chisholm, director of Quantitative Market Strategy at Fidelity Investments, discusses her outlook for the technology sector.

Bloomberg

Fidelity Investments Cuts About 700 Jobs This Week
03/08/2024

Investment giant had hired aggressively in recent years during the market rally

Wall Street Journal

Trend hedge funds come out winners in bond market rout - Fidelity Investments
10/09/2023

LONDON (Reuters) -A fresh rout in government bonds has sparked alarm across world markets, battering equities. Yet in one corner of the hedge fund ...

fidelity.com

Man Group Crypto Hedge Fund - Cryptocurrency Etf Vanguard
09/16/2023

Man Group Crypto Hedge Fund - Cryptocurrency Etf Vanguardbest cheap crypto to buy nowcyber currency etfmid cap cryptofidelity investments crypto. Man ...

team.abff.by

3ac Capital - Hedge Fund Three Arrows Capital - Green Flag Award
09/02/2023

3ac Capital - Hedge Fund Three Arrows Capitalbest penny cryptocurrency to invest in 2022fidelity investments blockchainnew cryptocurrency investment ...

greenflagaward.org

Private Funds

No private funds

Employees




Brochure Summary

Overview

Fidelity Management & Research (Japan) Limited (“FMR (Japan)”) is authorized by the Japan Financial Services Agency (Kanto Local Finance Bureau) to provide investment advisory and discretionary investment management services. FMR (Japan) may supply investment research and investment advisory information or portfolio management services as a sub-adviser with respect to certain clients of Fidelity Management & Research Company LLC (“FMR”), including investment companies in the Fidelity family of mutual funds (the “Fidelity Funds” or “Fidelity group of funds”), and for clients of other affiliated and unaffiliated advisers. FMR (Japan), a wholly-owned subsidiary of FMR, which in turn is wholly-owned by FMR LLC, has been registered with the Securities and Exchange Commission (“SEC”) since 2008. FMR (Japan) may also provide other services to affiliated or unaffiliated parties that may require licensing in the local jurisdiction. FMR (Japan) provides investment supervisory services, including sub-advisory services, to institutional accounts, principally investment companies (also referred to as “mutual funds”) registered under the Investment Company Act of 1940 (the “1940 Act”). FMR (Japan) may provide to certain investment company and other institutional clients of FMR or its affiliates research, investment advisory, and/or discretionary asset management services principally relating to securities of issuers located outside of North America, including Japan and elsewhere in Asia. For its research services, FMR (Japan) may provide this research, which may include written research notes and ratings, to other affiliates and unaffiliated investment managers and financial institutions, in some instances on a delayed basis. FMR (Japan) or its affiliates provide all necessary office facilities and personnel for servicing the funds' investments, and pays the salaries and fees of all officers of the funds, members of the Boards of Trustees who are “interested persons” of the funds, FMR (Japan) or its affiliates, and of all personnel of the funds, FMR (Japan) or its affiliates who perform services relating to research, statistical and investment activities. Though FMR (Japan) advises the mutual funds and other institutional accounts it manages regarding certain commodity interests, FMR (Japan) is not registered as a commodity pool operator or commodity trading adviser. For the Fidelity group of funds, FMR (Japan) or its affiliates, subject to the supervision of the Board of Trustees of each fund in the Fidelity group of funds, provide the management and administrative services necessary for the operation of the Fidelity group of funds. These services include: providing facilities for maintaining each fund’s organization; supervising relations with custodians, transfer and pricing agents, accountants, underwriters and other persons dealing with the funds; at the direction of the funds, preparing all general shareholder communications and conducting shareholder relations; at the direction of the funds, maintaining each fund’s records and the registration and notice filing status of each fund’s shares under federal and state law; developing management and shareholder services for each fund; and furnishing reports, evaluations and analyses on a variety of subjects to the Board of Trustees of each fund in the Fidelity group of funds. In certain instances, FMR (Japan), to the extent permitted
by its advisory contracts, delegates investment discretion over all or a portion of the portfolio to one or more sub-advisers, including FMR (Japan)’s affiliates and various subsidiaries and affiliates of FIL Limited (“FIL”). If FMR (Japan) or its affiliates engage FIL or another unaffiliated entity to sub-advise an FMR (Japan) fund or account, or a portion of an FMR (Japan) fund or account, the sub-adviser’s policies and procedures, including trade allocation and conflicts of interest, will apply to that fund or account, except for certain fund Board-approved affiliated transaction policies subject to applicable law. FMR (Japan) has access to investment research on a substantially delayed basis from various subsidiaries and affiliates of FIL which are investment advisers registered with the SEC operating principally in the United Kingdom, Japan and Hong Kong Special Administrative Region (SAR) or Participating Affiliates (as defined below) of such registered advisers. Certain of FIL’s subsidiaries and affiliates (including Fidelity Investments Canada ULC (“FIC”)), which are companies not registered with the SEC (each, a “Participating Affiliate”), have access to information (such as through employees who work for both a FIL registered adviser and the unregistered FIL subsidiary or affiliate) concerning securities recommendations for the registered adviser’s U.S. clients. FMR (Japan) disclaims that it is a related person of FIL. In the course of FMR (Japan) providing its investment advisory services, portfolio managers, analysts or other employees of FMR (Japan) or its affiliates will, from time to time, express views regarding a particular company, security, industry or market sector. The views expressed by any such person are the views of only that individual as of the time expressed and do not necessarily represent the views of FMR (Japan) or its affiliates or any other person in the Fidelity organization. Any such views are subject to change at any time based upon market or other conditions and FMR (Japan) disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions for an account managed by FMR (Japan) or its affiliates are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any such account. FMR (Japan) or its affiliates generally have authority to determine which securities to purchase or sell and the total amount of such purchases and sales. However, with respect to each discretionary account, FMR (Japan)’s and its affiliates’ authority is subject to certain limitations, including the applicable investment objectives, policies and restrictions. These limitations are based on a variety of factors, including regulatory constraints and policies formally imposed by a client or its governing body (e.g., Board of Trustees) through, for example, a management agreement and can cause differences in an account’s holdings, risk profile, commission rates, timing of trades and overall execution. With respect to FMR (Japan)’s registered investment company clients, many of the applicable investment policies and limitations are set forth in each client’s registration statement filed with the SEC. As of March 31, 2023, FMR (Japan) managed $2,942,503,963 of client assets on a discretionary basis. As of March 31, 2023, FMR (Japan) did not manage any client assets on a non-discretionary basis.