Research

How advisors scale their practice with portfolio construction

Findings from Fidelity’s 2025 Financial Advisor Community survey

Key Takeaways

Portfolio construction tools have become essential for advisors to achieve the right balance in their day to manage investments as well as manage their client relationships.
Many advisors see an impact on their clients' portfolios by using portfolio construction tools, including an increase in investment returns and a reduction in portfolio volatility.

Get the full white paper

How advisors scale their practice with portfolio construction

Next steps to consider

Portfolio Construction Solutions

Get ready to manage your client portfolios—and relationships—more effectively with Fidelity's powerful portfolio construction insights, tools, and solutions.

Learn more

Portfolio Insights

Portfolio Insights

Stay up-to-date on the latest portfolio trends with our insights, fueled by thousands of portfolio reviews over the year.

Learn more

For important information, see the full linked content.

1194622.3

31C1C3A4EC014FDDA53BBCCF9304BF0E

Past performance is no guarantee of future results.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.