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

Jon Knowles is an institutional portfolio manager in the global asset allocation group at Fidelity Investments. In this role, Knowles serves as 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 portfolios are managed in accordance with client expectations and contributes to investment thought leadership in support of the team. He is also 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 insight back to the investment team. His focus is on Canadian target date strategies.

Previously, Knowles was a senior investment analyst at Fidelity Canada Institutional. In this role, he was responsible for providing investment analysis and management of multi-asset solutions for institutional and retail investors.

He earned a bachelor of business administration degree from Wilfrid Laurier University. He is a chartered financial analyst charterholder and a member of the Toronto CFA Society.