According to a news release from the company, the site now provides institutional clients with increased reporting capabilities and access to more detailed quarterly investment data on their separate accounts and/or commingled pools managed by Fidelity.
Fidelity said the investment data available include:
- top holdings
- asset allocation
- risk measures
- sector diversification
- equity characteristics
- purchases and sales
The site, which is customized to the investment mandates of each client, allows FMTC’s clients to assign access to users of their choice, including consultants.
Fidelity said that site enhancements also allow clients to:
- archive, download and print historical quarterly portfolio data
- access real-time updates on various indices including the Russell 2000 and 10-Year Treasury
- access a library of industry publications.