portfolio construction

Portfolio construction tools & services

Spend less time on portfolio management—and more time with clients—with industry-leading portfolio construction tools and services, including portfolio analysis, competitive intelligence, and product positioning.

Why choose our portfolio construction tools & services?

We’re focused on helping you build effective, efficient portfolios that deliver the results your clients need—taking on as much of that responsibility as you choose. We understand that managing money for your clients is the foundation of what you do. That’s why we’re strategically positioned to help you—because managing money for individuals and institutions is also the foundation of what we do.

Portfolio construction know-how

Our portfolio construction solutions, tools, and insights make it possible for you to provide customized portfolios to your clients, while freeing up time to have more meaningful conversations and build holistic financial plans.

Asset class expertise

Our deep level of asset class expertise, competitive intelligence, product positioning, and knowledge of industry trends help give you more opportunities to showcase your value to clients.

Discover our personalized approach

Experience what it means to have Fidelity’s world-class team in your corner, with disruptive and innovative thinking unleashed at every stage of the portfolio design and construction process.

Want to know more?

Check out how Fidelity can give you a scalable, personalized portfolio construction framework for managing portfolios more efficiently and effectively.