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Back to Classes

Pitfalls Using Data to Invest

Presented by Denise Chisholm, 

Fidelity Investments



Synopsis

In this AAII VES Class, Denise Chisholm, Fidelity's Director of Quantitative Market Strategy, explores how to interpret and analyze macroeconomic, company-specific and market-related data for effective investing.

Class Details

Duration: 31 Minutes
Credits: 2
Words of Wisdom: Yes
Segment Inc. Bonus:
Topic: Active Investing, Investing Strategies, Stock Investing
Knowledge Level: Beginner to Advanced
Appropriate For: All Investors
Pre-Class Suggestions:
Class-Associated Tools:
EI Course Inclusion : Structured & FlexiLearn

Additional Elements Included:

  • •Class Discussion Forum
  • •Class Survey
  • •Key Terms and Definitions
  • •Learning Objectives
  • •Lesson Summary
  • •Preliminary Education Materials
  • •Presentation Slides (PDF)
  • •Speaker Bio / Contact Info
  • •Testing for Class Credits

About the Instructor

Denise Chisholm

Denise Chisholm

Denise Chisholm is director of quantitative market strategy in the Quantitative Research and Investments (QRI) division at Fidelity Investments. 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, Chisholm is focused on historical analysis, its application in diversified portfolio strategies, and ways to combine investment building blocks, such as factors, sectors, and themes. In addition to her research responsibilities, Chisholm is a popular contributor at various Fidelity client forums, is a LinkedIn 2020 Top Voice, and frequently appears in the media.

Prior to assuming her current position, Chisholm was a sector strategist focused on sector strategy research, its application in diversified portfolio strategies, and ways to combine sector-based investment vehicles. Chisholm also held multiple roles within Fidelity, including research analyst on the mega cap research team, research analyst on the international team, and sector specialist.

Previously, Chisholm performed dual roles as an equity research analyst and director of Independent Research at Ameriprise Financial. In this capacity, she focused on the integration of differentiated research platforms and methodologies. Before joining Fidelity in 1999, Chisholm served as a cost-of-living consultant for ARINC and as a Department of Defense statistical consultant at MCR Federal. She has been in the financial industry since 1999.

Chisholm earned her bachelor of arts degree in economics from Boston University.

For more information on the class details and benefits please see the AAII Video Education Suite agreement.