Lisa Emsbo-Mattingly

Managing Director of Research, Fidelity Investments

Photograph of Lisa Emsbo-Mattingly Lisa Emsbo-Mattingly is a managing director of research in the Asset Allocation Research team (AART) 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. AART resides within Fidelity’s Asset Management Solutions division, an integrated investment, distribution, and client service organization dedicated to meeting the unique needs of the institutional marketplace.

In this role, Ms. Emsbo-Mattingly is responsible for leading the Asset Allocation Research Team in conducting economic, fundamental, and quantitative research to develop asset allocation and macro investment recommendations for Fidelity’s portfolio managers and investment teams. AART is responsible for combining empirical research with foundational principles to execute a comprehensive, global, and forward-looking approach to asset allocation across temporal segments of the economy and asset markets. AART works to provide insights across all of Fidelity Asset Management with particular focus on supporting Fidelity Asset Management Solutions and Strategic Advisors.

Prior to assuming her current position, Ms. Emsbo-Mattingly was head of economic research. In this capacity, she built a winning track record of combining economic insight with investment recommendations. Previously, she served as an economic analyst responsible for developing econometric models of industry performance in the market.

Before joining Fidelity in 1996, Ms. Emsbo-Mattingly was an economic analyst at Eastern Research Group and an economic analyst in the international forecasting division at DRI/McGraw-Hill (now IHS Global Insight). She has been in the financial industry since 1990.

Ms. Emsbo-Mattingly earned her bachelor of arts degree in economics and government from Oberlin College and her master’s degree in economics from Boston University. She is the former president of the National Association for Business Economics and of the Boston Economic Club. She is currently the head of the Conference of Business Economists.