Fidelity has leveraged systematic investing for decades, using data and quantitative insights to inform investment decisions, uncover potential sources of alpha, and manage risk. Join Fidelity experts as they discuss the evolving active exchange-traded fund (ETF) landscape and how a data-driven approach leveraging a diverse set of alpha insights powers our Enhanced ETF suite.
Learn more about:
• The active ETF trends and market themes shaping client portfolios and driving industry growth.
• How actively managed ETFs can help improve investment outcomes by going beyond traditional index investing through data-driven insights and risk management.
• How our Quantitative Research and Investments (QRI) team uses proprietary return drivers to build portfolios with stronger return opportunities through our Enhanced ETF suite.
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ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses.
Securities selected using quantitative analysis can perform differently from the market as a whole as a result of the factors used in the analysis, the weight placed on each factor , and changes in the factors' historical trends.
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Craig Ebeling is vice president, head of ETF Strategists for FI Analytics & Commercialization at Fidelity Institutional®. Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. Ebeling is responsible for collaborating with Fidelity’s investment management, product development, and distribution channels to act as liaison between Fidelity’s Exchange Traded Fund (ETF) strategies and FI clients.
Before joining Fidelity in 2023, Mr. Ebeling was a regional director at Dimensional Fund Advisors. In this role he was responsible for ETF business development within the registered investment advisor and multi-family office channels. Previously, Mr. Ebeling was a regional investment consultant at Charles Schwab Asset Management and an institutional ETF specialist at FactSet.
Mr. Ebeling earned his bachelor of arts in strategic communications from The Ohio State University and his master of business administration degree from Indiana University’s Kelley School of Business. He is a Certified Investment Management Analyst (CIMA®) and holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 63 licenses.
Jessica Stauth is a chief investment officer of Active Strategies in the Quantitative Research and Investments division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. QRI supports our investors with timely and actionable insights, manages systematic products and solutions, and enables scale through adoption of common platforms.
In this role, Jessica is responsible for the oversight of portfolio management and systematic equity research and for driving strategic initiatives that contribute to investment performance and portfolio risk management. Jessica works on the Systematic Equity Strategies team. The Systematic Equity team designs and manages a set of investment strategies, harnessing fundamental insights, Fidelity’s proprietary data, rigorous economic theory, and statistical methods.
Prior to assuming her current role, Jessica was chief investment officer at Geode Capital Management (Geode) where she had oversight of Geode's active portfolio management and research teams. Previously, Jessica worked at Fidelity Labs at Fidelity Investments as a managing director responsible for exploring and launching fintech startup businesses. Prior to that, Jessica worked at Quantopian as a managing director, Thomson Reuters as a vice president, quant strategy and Starmine Corporation as a senior quant research analyst. Jessica joined Fidelity in 2019 and has
been in the financial industry since 2008.
Jessica earned her Bachelor of Arts from Colby College and her PhD from University of California, Berkeley.
Dominic Maister is a senior vice president of ETF Product Management in the Investment Product Group division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Dominic is responsible for driving ETF product educations and adoption. In addition, he strategically reviews the product lineup, messaging, and positioning to refine the client experience.
Prior to assuming his current role, Dominic was a manager director at Blackrock where he served as the Global Head of ETF Due Diligence from 2010 to 2023. Previously, Dominic held various roles at Morgan Stanley from 1998 to 2010 where he led the ETF research team which was recognized by Capital Link for the best ETF research in 2009 and 2010. Dominic joined Fidelity in 2023 and has been in the financial industry since 1998.
Dominic earned his Bachelor of Science from Washington University's John M. Olin School of Business.
Pranay Kirpalani is a research analyst and portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. Kirpalani is responsible for providing research and recommendations on several stocks across Global Infrastructure. Additionally, he serves as portfolio manager of Fidelity Infrastructure Fund, Fidelity Select Utilities Portfolio, Fidelity VIP Utilities Portfolio, and Fidelity Advisor Utilities Fund. He is also a co-manager of Fidelity Telecom and Utilities Fund, FIAM Small/Mid Cap Core Commingled Pool and FIAM Small/Mid Cap Core Utilities Sub Portfolio. As a member of Fidelity’s Stock Selector Large Cap Group, he is also responsible for managing the utilities sleeves for various diversified sector-based portfolios.
He has been in the financial industry since 2013.
Mr. Kirpalani earned his Bachelor of Arts in economics from The University of Pittsburgh
Ford O’Neil is a portfolio manager in the Fixed Income division at Fidelity Investments*. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Mr. O’Neil serves as the co-lead manager for Fidelity and Fidelity Advisor Strategic Dividend & Income Funds, Fidelity and Fidelity Advisor Strategic Income Funds, Fidelity and Fidelity Advisor Strategic Real Return Funds, Fidelity and Fidelity Advisor Sustainable Core Plus Bond Funds, Fidelity and Fidelity Advisor Total Bond Funds, and Fidelity VIP Strategic Income Portfolio. He also co-manages Fidelity and Fidelity Advisor Multi-Asset Income Funds, Fidelity Total Bond ETF, Fidelity VIP Investment Grade Bond Portfolio, and various institutional taxable bond portfolios.
Prior to assuming his current position in August 1992, Mr. O’Neil was an analyst in Fidelity’s Asset Management division. In this capacity, he was responsible for the electric utility sector.
Before joining Fidelity in 1989, Mr. O’Neil was an associate in the Investment Banking department at Advest, Inc., where he advised corporations on capital raising. He has been in the financial industry since 1985.
Mr. O’Neil earned his Bachelor of Arts in government from Harvard College and his Master of Business Administration from The Wharton School at the University of Pennsylvania.
