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Fidelity: The Case For Using A Sector-Based Framework In Equity Portfolio Construction

FYI: .Using a sector-based framework to build equity portfolios can help investors achieve a variety of investment objectives and greater control in managing portfolio risk.•

.Beyond company-specific factors, sector exposure has been the most influential driver of the variability in equity market returns over time, yet sector-based portfolio construction remains an underutilized strategy in the marketplace.•

.Equity sectors have a variety of attributes, including stable classification, consistent earnings drivers, high return dispersion, clear volatility patterns, and low correlations, which together can help investors generate an efficient portfo
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