Jeff Moore
Jeff Moore is a Portfolio Manager in the Fixed Income Division at Fidelity Investments, one of the largest financial institutions in the United States. In his role, Jeff manages portfolios across retail and institutional assets, including managing Fidelity and Fidelity Advisor Tactical Bond Funds, among others. Additionally, he is a presenting member of Fidelity's Asset Allocation Committee. He joined Fidelity as an analyst in 1995 and began managing portfolios in 2000. Prior to assuming his current position, Jeff was a fixed income analyst assigned to several sectors, including sovereign debt, energy, real estate investment trusts (REITs), Yankee banks, and Canada. Previously, he worked at Dominion Bond Rating Service in Toronto and at the Government of Canada’s Department of Finance. Jeff has been in the financial industry since 1990. He is also a CFA® charterholder.
Jeff Moore Professional Experience / Academic History
Professional Experience
-
Portfolio Manager, Fixed Income Division
Academic History
-
Bachelor of Arts, Economics
-
Master's Degree, Economics
FIDELITY FUNDS MANAGED – Portfolio Manager
Fidelity Global Investment Grade Bond ETF Fund
Fidelity Investment Grade Total Bond Fund
Fidelity Multi-Asset Innovation Fund
Fidelity Premium Tactical Fixed Income Private Pool
Fidelity Tactical Fixed Income Fund
FIDELITY FUNDS MANAGED – Sub-Portfolio Manager
Fidelity American Balanced Fund
Fidelity Global Asset Allocation Fund
Fidelity Global Monthly Income Fund
Fidelity Northstar Balanced Fund
Fidelity U.S. Monthly Income Fund
EARLY CAREER
Jeff was a credit analyst following Canadian provincial, municipal and government debt for Dominion Bond Rating Service.
He was a financial analyst in the financial markets analysis and economic development groups of the Canadian Government's Department of Finance.
He was selected into the Accelerated Economist Training Program, serving at the Treasury Board and at the Privy Council Office.
Jeff and his team received Morningstar's 2016 U.S. Fixed-Income Manager of the Year Award for Fidelity Total Bond Fund.
PUBLICATIONS
Jeff has authored a number of thought leadership papers, most recently “Active Multi-Sector Fixed Income Investing in an Uncertain Yield Environment” in 2013.
He authored “Stretching for Yield in the Fixed Income Market” in 2012, and “What Does Risk Free Mean Now?” in 2012.
He also authored the paper “The Art and Science of Fixed
Income” in 2009 and co-authored the paper “The Social Cost of Labor Taxes” for the Canadian Tax Journal in 1990.
MEDIA & APPEARANCES
Jeff has appeared as a guest on Real Vision.