Speaker

Jon Knowles, institutional portfolio manager in global asset allocation, Fidelity Investments

Jon Knowles is an institutional portfolio manager within the global asset allocation group at Fidelity Investments. The GAA team provides industry-leading multi-asset solutions and liquid alternatives investment capabilities to the retail and institutional marketplace.

In his role, Knowles is a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process and construction. He assists portfolio managers and their chief investment officers in ensuring their portfolios are managed in accordance with client expectations and contributes key investment thought leadership in support of the team. He’s a principal liaison for portfolio management to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements and marketplace insights for the investment team. Knowles’ focus is on Canadian target-date strategies.

Previously, he was a senior investment analyst at Fidelity Canada Institutional, where he was responsible for providing investment analysis and management of multi-asset solutions for institutional and retail investors. Knowles earned a bachelor of business administration degree from Wilfrid Laurier University and is a chartered financial analyst and a member of the CFA Society Toronto. Beyond his professional endeavours, Knowles is an active member of Fidelity Canada’s charitable giving committee, a group that strives to engage with and support charities across several key areas of impact.