The Charitable Legacy Pool is managed by Strategic Advisers, Inc., a division of Fidelity Investments® and a registered investment adviser providing investment management services through Fidelity's retail, institutional, and intermediary distribution channels. The portfolio management team:
Emphasis on consistency
Their dedicated global asset allocation and investment strategy research team researches, monitors, and chooses from among thousands of asset classes, investments, and investment management styles. Analysts work to understand how one manager may be more likely to contribute to the Charitable Legacy Pool's performance than another, while adhering to the characteristics that define their particular investment process and style over time. Each of the fund managers that are selected to manage a portion of the Pool must perform in the way that Strategic Advisers, Inc. expects them to. Unlike research services that rely heavily on fund managers' past performance to gauge how they will perform in the future, Strategic Advisers, Inc. researchers place great emphasis on how consistently managers adhere to their stated process and characteristics over time.
Highest fiduciary standards
Strategic Advisers, Inc. seeks management firms with the highest fiduciary standards and with the proper resources and structure necessary to let the investment professionals focus their efforts on managing their portfolios. The management team looks for consistent processes by which the fund managers operate and at how they make their investment decisions. Strategic Advisers, Inc. also looks at how closely their interests and those of their firms are aligned with the interests of their clients.
Shared strategic insights
The research analysts and portfolio managers collaborate to construct investment portfolios. They share their insights into how current market conditions affect various investment managers, asset classes, and investment styles. In order to construct appropriately diversified portfolios, they seek to identify and select managers whose stated strategy aligns with how they manage their portfolios.
Wilfred Chilangwa
Lead Portfolio Manager,
SAI*
Wilfred Chilangwa is a portfolio manager and international equity group leader at Strategic Advisers LLC. Strategic Advisers LLC is a registered investment adviser and a Fidelity Investments company. 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. Chilangwa is responsible for overseeing the international equity investment strategy and managing a variety of funds, including Strategic Advisers International Fund, Strategic Advisers Fidelity International Fund, Strategic Advisers Emerging Markets Fund, Strategic Advisers Fidelity Emerging Markets Fund, as well as the international sub-portfolio for certain Fidelity® Wealth Services (FWS) accounts (formerly Fidelity Portfolio Advisory Service). Additionally, he leads the Fidelity Charitable Gift Fund (CGF) investment efforts within Strategic Advisers where he is responsible for the oversight of all CGF investment pools.
Prior to assuming his current position in 2006, Mr. Chilangwa held various positions of increasing stature within Strategic Advisers. Previously, he was a senior fund analyst and an international strategist.
Before joining Fidelity in 1997, Mr. Chilangwa worked as a senior research analyst and assistant vice president in new product development for global investment and asset administration at State Street Corporation. He has been in the financial industry since 1992.
Mr. Chilangwa earned his bachelor of arts degree in physics and economics from Brandeis University and his master of arts degree in international economics and finance from Brandeis International Business School. He is also a CFA® charterholder.
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Barry Golden is a group leader and portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. 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. Golden leads the U.S. Equity team and manages the Fidelity Focused taxable and retirement models, including the Strategic Advisers Small-Mid Cap Fund, Strategic Advisers Fidelity U.S. Total Stock Fund, and the Fidelity U.S. Large Cap Equity SMA, as well as the U.S. Equity portfolio of the Charitable Legacy Pool.
Prior to assuming his current position in September 2021, Mr. Golden managed the U.S. Equity sub portfolios for certain Fidelity® Wealth Services (FWS) (formerly Portfolio Advisory Service) portfolios. He also held various other roles within Fidelity, including associate director of investments on the Fidelity Charitable Gift Fund, research analyst at Strategic Advisers LLC, and data analyst at Fidelity Management & Research Company (FMR Co.). He has been in the financial industry since joining Fidelity in 2001.
Mr. Golden earned his bachelor of science degree in business information systems from University College Cork in Ireland, where he graduated with first class honors, and his master of science degree in finance (international investments) from Brandeis University’s International Business School. He is also a CFA® charterholder and a Chartered Alternative Investment Analyst (CAIA).
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Jonathan Duggan is a portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. 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. Duggan is responsible for overseeing the taxable Fixed Income investment strategy. Additionally, he manages a variety of funds, including Strategic Advisers Core Income Fund, Strategic Advisers Fidelity Core Income Fund as well as the fixed income sub-portfolios for certain Fidelity® Wealth Services (FWS) accounts (formerly Fidelity Portfolio Advisory Service), Fidelity Index Focused and the Fidelity Charitable Gift Fund Legacy Pool. He is also the lead portfolio manager of Strategic Advisers Short Duration Fund.
Prior to assuming his current responsibilities, Mr. Duggan was a team leader at Strategic Advisers LLC, managing a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S. fixed income area.
Before joining Fidelity as a senior research analyst in 2007, Mr. Duggan was an assistant vice president and research analyst at Deutsche Bank. Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial. Prior to that, Mr. Duggan worked at Reidy and Company, Inc. and New England Financial. He has been in the financial industry since 1994.
Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University’s Sawyer School of Management. He is also a CFA® charterholder, a member of CFA Society Boston and Certified Financial Planner (CFP®).
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Barry Golden
Group Leader/Portfolio Manager
SAI*
Wilfred Chilangwa is a portfolio manager and international equity group leader at Strategic Advisers LLC. Strategic Advisers LLC is a registered investment adviser and a Fidelity Investments company. 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. Chilangwa is responsible for overseeing the international equity investment strategy and managing a variety of funds, including Strategic Advisers International Fund, Strategic Advisers Fidelity International Fund, Strategic Advisers Emerging Markets Fund, Strategic Advisers Fidelity Emerging Markets Fund, as well as the international sub-portfolio for certain Fidelity® Wealth Services (FWS) accounts (formerly Fidelity Portfolio Advisory Service). Additionally, he leads the Fidelity Charitable Gift Fund (CGF) investment efforts within Strategic Advisers where he is responsible for the oversight of all CGF investment pools.
Prior to assuming his current position in 2006, Mr. Chilangwa held various positions of increasing stature within Strategic Advisers. Previously, he was a senior fund analyst and an international strategist.
Before joining Fidelity in 1997, Mr. Chilangwa worked as a senior research analyst and assistant vice president in new product development for global investment and asset administration at State Street Corporation. He has been in the financial industry since 1992.
Mr. Chilangwa earned his bachelor of arts degree in physics and economics from Brandeis University and his master of arts degree in international economics and finance from Brandeis International Business School. He is also a CFA® charterholder.
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Barry Golden is a group leader and portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. 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. Golden leads the U.S. Equity team and manages the Fidelity Focused taxable and retirement models, including the Strategic Advisers Small-Mid Cap Fund, Strategic Advisers Fidelity U.S. Total Stock Fund, and the Fidelity U.S. Large Cap Equity SMA, as well as the U.S. Equity portfolio of the Charitable Legacy Pool.
Prior to assuming his current position in September 2021, Mr. Golden managed the U.S. Equity sub portfolios for certain Fidelity® Wealth Services (FWS) (formerly Portfolio Advisory Service) portfolios. He also held various other roles within Fidelity, including associate director of investments on the Fidelity Charitable Gift Fund, research analyst at Strategic Advisers LLC, and data analyst at Fidelity Management & Research Company (FMR Co.). He has been in the financial industry since joining Fidelity in 2001.
Mr. Golden earned his bachelor of science degree in business information systems from University College Cork in Ireland, where he graduated with first class honors, and his master of science degree in finance (international investments) from Brandeis University’s International Business School. He is also a CFA® charterholder and a Chartered Alternative Investment Analyst (CAIA).
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Jonathan Duggan is a portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. 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. Duggan is responsible for overseeing the taxable Fixed Income investment strategy. Additionally, he manages a variety of funds, including Strategic Advisers Core Income Fund, Strategic Advisers Fidelity Core Income Fund as well as the fixed income sub-portfolios for certain Fidelity® Wealth Services (FWS) accounts (formerly Fidelity Portfolio Advisory Service), Fidelity Index Focused and the Fidelity Charitable Gift Fund Legacy Pool. He is also the lead portfolio manager of Strategic Advisers Short Duration Fund.
Prior to assuming his current responsibilities, Mr. Duggan was a team leader at Strategic Advisers LLC, managing a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S. fixed income area.
Before joining Fidelity as a senior research analyst in 2007, Mr. Duggan was an assistant vice president and research analyst at Deutsche Bank. Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial. Prior to that, Mr. Duggan worked at Reidy and Company, Inc. and New England Financial. He has been in the financial industry since 1994.
Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University’s Sawyer School of Management. He is also a CFA® charterholder, a member of CFA Society Boston and Certified Financial Planner (CFP®).
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Jonathan M. Duggan
Portfolio Manager
SAI*
Wilfred Chilangwa is a portfolio manager and international equity group leader at Strategic Advisers LLC. Strategic Advisers LLC is a registered investment adviser and a Fidelity Investments company. 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. Chilangwa is responsible for overseeing the international equity investment strategy and managing a variety of funds, including Strategic Advisers International Fund, Strategic Advisers Fidelity International Fund, Strategic Advisers Emerging Markets Fund, Strategic Advisers Fidelity Emerging Markets Fund, as well as the international sub-portfolio for certain Fidelity® Wealth Services (FWS) accounts (formerly Fidelity Portfolio Advisory Service). Additionally, he leads the Fidelity Charitable Gift Fund (CGF) investment efforts within Strategic Advisers where he is responsible for the oversight of all CGF investment pools.
Prior to assuming his current position in 2006, Mr. Chilangwa held various positions of increasing stature within Strategic Advisers. Previously, he was a senior fund analyst and an international strategist.
Before joining Fidelity in 1997, Mr. Chilangwa worked as a senior research analyst and assistant vice president in new product development for global investment and asset administration at State Street Corporation. He has been in the financial industry since 1992.
Mr. Chilangwa earned his bachelor of arts degree in physics and economics from Brandeis University and his master of arts degree in international economics and finance from Brandeis International Business School. He is also a CFA® charterholder.
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Barry Golden is a group leader and portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. 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. Golden leads the U.S. Equity team and manages the Fidelity Focused taxable and retirement models, including the Strategic Advisers Small-Mid Cap Fund, Strategic Advisers Fidelity U.S. Total Stock Fund, and the Fidelity U.S. Large Cap Equity SMA, as well as the U.S. Equity portfolio of the Charitable Legacy Pool.
Prior to assuming his current position in September 2021, Mr. Golden managed the U.S. Equity sub portfolios for certain Fidelity® Wealth Services (FWS) (formerly Portfolio Advisory Service) portfolios. He also held various other roles within Fidelity, including associate director of investments on the Fidelity Charitable Gift Fund, research analyst at Strategic Advisers LLC, and data analyst at Fidelity Management & Research Company (FMR Co.). He has been in the financial industry since joining Fidelity in 2001.
Mr. Golden earned his bachelor of science degree in business information systems from University College Cork in Ireland, where he graduated with first class honors, and his master of science degree in finance (international investments) from Brandeis University’s International Business School. He is also a CFA® charterholder and a Chartered Alternative Investment Analyst (CAIA).
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
Jonathan Duggan is a portfolio manager at Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company. 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. Duggan is responsible for overseeing the taxable Fixed Income investment strategy. Additionally, he manages a variety of funds, including Strategic Advisers Core Income Fund, Strategic Advisers Fidelity Core Income Fund as well as the fixed income sub-portfolios for certain Fidelity® Wealth Services (FWS) accounts (formerly Fidelity Portfolio Advisory Service), Fidelity Index Focused and the Fidelity Charitable Gift Fund Legacy Pool. He is also the lead portfolio manager of Strategic Advisers Short Duration Fund.
Prior to assuming his current responsibilities, Mr. Duggan was a team leader at Strategic Advisers LLC, managing a team responsible for the evaluation and selection of open-architecture mutual funds and institutional strategies, as well as asset class analysis and recommendations in certain portions of the U.S. fixed income area.
Before joining Fidelity as a senior research analyst in 2007, Mr. Duggan was an assistant vice president and research analyst at Deutsche Bank. Previously, he held various other roles, including senior research analyst at the Federal Reserve Bank of Boston, investment research analyst in the Investment Strategy group at John Hancock Financial Services, and financial analyst in the Wealth Management and Brokerage group at Fleet Boston Financial. Prior to that, Mr. Duggan worked at Reidy and Company, Inc. and New England Financial. He has been in the financial industry since 1994.
Mr. Duggan earned his bachelor of science degree in business administration from Babson College, as well as his master of science in finance and master of business administration degrees from Suffolk University’s Sawyer School of Management. He is also a CFA® charterholder, a member of CFA Society Boston and Certified Financial Planner (CFP®).
* Strategic Advisers Inc. (SAI) is a registered investment adviser and a Fidelity Investments® company.
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