The Rise of Systematic Investing | Insight & Outlook
It offers a manager's view on how quantitative and systematic methods are being paired with fundamental research, a topic advisors may encounter when evaluating strategies that aim to reduce emotion and improve consistency. The closing segment on risks and challenges gives the counterweight to the case for the approach.
Summary
By the markets & outlook deskFidelity's Gil Haddad and Karishma Kaul discuss systematic investing, covering how quantitative research feeds investment decisions, how Fidelity combines fundamental research with quantitative capabilities, and how data and portfolio insights are translated into action. The conversation also covers alternative data, AI and machine learning in investing, plus challenges, risks and the future of the approach. The session was recorded on July 15, 2026.
- Fidelity pairs its fundamental research with quantitative capabilities, with attention to liquidity, scalability and transparency.
- The speakers describe strategies intended to remove emotion, improve consistency and enhance decision-making.
- Segments cover how quantitative research drives decisions and how Fidelity approaches systematic investing and alpha generation.
- Later sections address alternative data, AI and machine learning, and the challenges, risks and future of systematic investing.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction: What Is Systematic Investing? | 3 min | |
| How Quantitative Research Drives Investment Decisions | 4 min | |
| Fidelity's Approach to Systematic Investing & Alpha Generation | 8 min | |
| Turning Data, Research & Portfolio Insights into Action | 8 min | |
| Alternative Data, AI & Machine Learning in Investing | 9 min | |
| Challenges, Risks & The Future of Systematic Investing |
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