Paul Ma is the Vice President and Lead Portfolio Strategist at Fidelity Investments. Fidelity provides a wide range of investment and wealth management services, striving to strengthen the financial well-being of their customers and deliver better outcomes for the clients and businesses.

This episode explores how portfolio construction (PC) analysis tools and innovative review strategies help financial advisors enhance client engagement, improve accuracy, and balance technology.

Topics also discussed:

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• Paul Ma shares his career journey and transition into financial services, emphasizing a passion for finance and his eventual role as a lead portfolio strategist at Fidelity Investments.
  
• Ma supports approximately 7,000 advisors annually, using Fidelity’s brand and asset allocation research to help them build effective, client-centered portfolios.
  
• Paul explains how portfolio construction tools help advisors assess both intentional and unintentional risks, allowing them to make adjustments aligned with market conditions and client goals.
  
• The discussion highlights the importance of financial planning software for goal-based client portfolios, along with regular portfolio reviews, including tools like Monte Carlo simulations to track clients’ progress.
  
• Ma describes Fidelity’s “Portfolio Quick Check” tool, which helps advisors evaluate portfolio alignment with benchmarks and detect asset allocation gaps or misalignments.
  
• He emphasizes balancing technology with personalized service, discussing Fidelity’s Managed Account Exchange (FMAX) for customizable client portfolios, and the potential of AI to enhance portfolio commentary and productivity for advisors.
  

Hear more from Paul in Episode 1 of the Next Great Portfolio: The search for the next great portfolio: A 6-part video series (fidelity.com)

Resources: Fidelity Investments

Fidelity Investments is an independent company, unaffiliated with Advisorpedia.

Fidelity Investments is a registered trademark of FMR LLC.

Fidelity Portfolio Quick Check (PQC) is provided to investment professionals by Fidelity Distributors Company LLC (“FDC”) and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC. Content provided is intended for informational and educational purposes only based on information you entered into the PQC tool. It should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. As an investment professional, you are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for your customer based on your customer’s investment objectives, financial circumstances and risk tolerance.

Fidelity Institutional Wealth Adviser LLC (“FIWA”)® is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA is the sponsor of the Fidelity Managed Account Xchange® program (“FMAX” or the “Platform”). FMAX is a comprehensive wealth management platform consisting of advisory tools, programs and services, and investment products from Fidelity and other leading asset managers. Some services are provided by affiliated and unaffiliated 3rd parties. FMAX offers robust Fidelity service & support and a simplified client experience. FMAX provides investment advisory and platform services for a fee.  FMAX is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC, Members NYSE, SIPC and National Financial Services LLC.  The FMAX Platform is not a brokerage product.

Fidelity Investments^® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.

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