Investing Ideas

Helping advisors know what their clients really own

How Fidelity works with advisors to generate balanced fixed-income portfolios for clients.

By: Nils Bierkamp Brian Donnelly Jonathan Cain David Hays
Updated: 2/5/2025
Key Takeaways
  • Fidelity’s specialists can help advisors make more informed fixed-income positioning decisions for clients by analyzing their aggregate exposures in multiple sophisticated ways, leveraging a database with 500 million data points.
  • In addition to providing insights to specific clients, the process of analyzing thousands of portfolios has helped the Fidelity fixed-income specialist team share insights that we believe has helped advisors avoid common positioning dangers and seek opportunities for performance improvement.
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Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or a solicitation to buy or sell any securities. Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.


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