Speaker
Mayank Goradia
Head of Portfolio Construction Services and FIWA Chief Investment OfficerFidelity
Mayank Goradia is head of Portfolio Construction Services and chief investment officer for Fidelity Institutional Wealth Adviser (FIWA), the registered investment advisor within Fidelity Institutional® (FI). 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 his role, Mr. Goradia leads teams responsible for developing and implementing multi-asset class asset allocation strategies—both strategic and tactical—alongside open-architecture manager research that spans fundamental and quantitative approaches, including private markets. He oversees portfolio management and investment consulting capabilities that serve as critical partners to financial intermediaries, helping them deliver better wealth management outcomes for their clients. His team plays a key role in designing open-architecture model portfolios and advancing Fidelity’s thought leadership in portfolio construction. Additionally, Mr. Goradia drives the development of multi-asset class portfolio construction tools, reinforcing Fidelity’s commitment to innovation and client success.
Previously, Mr. Goradia served as head of Investment Product and Portfolio Analytics (IPPA), where he led FI’s active ETF and Alts product and distribution strategy. In this role, he was responsible for client segmentation, coverage model design, and execution. Prior to that, he managed an internal investment product specialist desk providing investment analytics. Earlier in his career, Mr. Goradia was the finance director within Fidelity Institutional Asset Management (FIAM), overseeing business planning and decision support for the Registered Investment Advisor unit.
Mr. Goradia earned his bachelor of commerce degree in business from Mumbai University, his master of science degree in marketing from Leeds University, and his master of business administration degree in finance from Clark University. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 registrations. Mr. Goradia is also a CFA® charterholder.