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Paul Aulicino

Senior Investment Analyst at Fidelity Investments Canada

Paul Aulicino is a Portfolio Strategist at Fidelity Canada.12 He works as part of the Portfolio Solutions team, conducting portfolio consultations with advisors across Canada.1 In his role, Paul provides in-depth analytics and reviews of advisors' portfolios, ranging from individual client portfolios to full model review suites.1

Paul utilizes Fidelity Portfolio Intelligence, a risk analytics and portfolio construction platform powered by MSCI, to analyze portfolios and provide insights to advisors.1 His work involves examining various aspects of portfolios, including:

  • Currency exposure
  • Regional tilts
  • Style factor tilts (value, growth, momentum, dividend yield)
  • Fixed income exposure to credit spreads, interest rates, and inflation
  • Stress testing portfolios for historical and hypothetical market scenarios1

Prior to his current role, Paul worked with U.S. equity portfolio managers at Fidelity, regularly reviewing risk reporting from MSCI.1 His experience allows him to provide a sophisticated level of portfolio analysis to advisors, similar to what Fidelity's own portfolio managers use.1

Paul frequently participates in discussions and presentations about investment strategies and career opportunities at Fidelity Canada.23 He collaborates with other team members, such as Matt MacMull, Director of Product Research, to share insights about working at Fidelity and career paths within the company.23

Highlights

Feb 18 · fidelity.ca
Articles, webcasts & podcasts - Fidelity Investments Canada
Jan 25 · imdb.com
Paul Aulicino - IMDb
Oct 3 · fidelity.ca
Fidelity Portfolio Intelligence POWERED BY MSCI
Jan 4 · reddit.com
New year, new job? Here is what it's like to work at Fidelity Canada!

Related Questions

What specific strategies does Paul Aulicino use in his portfolio consultations?
How does Fidelity Portfolio Intelligence differ from other portfolio analytics platforms?
What are some common "what if" scenarios that Paul Aulicino and his team stress test?
How has the partnership with MSCI enhanced Fidelity's portfolio intelligence?
What feedback has Paul Aulicino received from advisors about the Fidelity Portfolio Intelligence platform?
Paul Aulicino
Paul Aulicino, photo 1
Paul Aulicino, photo 2
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Location

Toronto, Ontario, Canada