Fidante’s Response to COVID-19

The Coronavirus (COVID-19) situation is evolving rapidly and the health and safety of our clients, employees and the community is our primary concern.
Fidante has put measures in place to ensure our business can continue to operate effectively during this time. We have implemented our Pandemic Plan and assembled a team to continually monitor, review and manage our response to COVID-19.

The health crisis and volatility in investment markets is unprecedented.  Our fund managers are focused on navigating the short-term impact on portfolios, as well as identifying investment opportunities that will produce rewards for investors as the global economy recovers.  We recognise that we are stewards of investors’ capital and are committed to transparency and regular updates during this extraordinary time.

Managing the safety of our clients and employees

To help ensure the health and safety of our employees and minimise risks associated with the virus, as of Monday 23 March, we have closed our offices globally and most of our employees are working from home until further notice.

Meetings with customers, business partners and other external parties are continuing via phone or teleconference.

Maintaining business continuity and service delivery

We have thoroughly tested our business continuity plans and are confident we are well prepared with appropriate IT infrastructure and support in place for our employees.

We are following the guidelines from the Australian Government and the jurisdictions of our offices globally and are updating our processes where necessary to ensure that we can continue to deliver our services to clients.

These are difficult times for everyone, and we are working together to closely monitor the situation and adapt as needed.

Managing investments

The active management approach of our boutiques and strong risk management underpin our ability to successfully navigate the current volatility. Their efforts during this time are focused on their investment process and positioning portfolios to generate long term returns for investors.  All our managers are fully operational and continue to manage portfolios as normal.  Our key service providers who ensure the continued safe custody of our clients’ assets retain our full confidence.

If you have any questions or concerns, please contact us on 13 51 53. If you are an adviser, please contact your local Fidante Business Development Manager or call us on 1800 195 853.

We hope you and your family stay safe during this difficult time.

John Burke
Global Head of Fidante Partners