Portfolio investment strategies
Power up your clients’ portfolios—and your business—with our suite of world-class investment solutions. So you can spend more time where it counts: building better client relationships.
Put our powerful portfolio management capabilities to work for you
Backed by more than 75 years of Fidelity's investing and portfolio management experience, our broad range of portfolio investment strategies and model portfolios can help you create portfolios tailored to your clients' investment goals. Our suite of active and passive investment solutions can provide you with standout benefits such as:
Depth of experience & capability
Experience the confidence that comes with our long history of managing risk-based portfolios, deep research capabilities and portfolio construction expertise, and the reliability that comes from managing $4.2 trillion in discretionary assets. (Fidelity Investments, as of 3/31/2023).
A wide range of options
Choose from among our broad and diverse platform of capabilities across equity, fixed income, asset allocation, and alternatives in a variety of investment vehicles.
Robust service & support
Discover the difference our best-in-class service can make, featuring expertise and insights that include proprietary manager research, market insights, and thought leadership.
Our model portfolio solutions
Powered by our depth of investment experience, our model portfolios can help you effectively manage your clients' investments—allowing you more time to focus on meeting their needs.
Diversified, core portfolios that can be aligned to a client’s level of risk.
Portfolios that align to a range of risk profiles and help clients stay invested through a pre-set target drawdown* percentage.
Models with SMAs
Diversified portfolios that include separately managed accounts (SMAs) and can be aligned with your client’s level of risk.
Model portfolios designed to serve as or complement the bond portion of a client portfolio.
Model portfolios designed to generate a high level of income in a client portfolio.
Model portfolios designed to serve as or complement the equity portion of a client portfolio.
Model portfolios designed to dynamically adjust based on Fidelity’s proprietary research of and views on the business cycle.Diversified portfolios that include SMAs.
Discover more portfolio investment strategies
Our diverse lineup can help your clients achieve their biggest investment goals.
Our mutual funds cover a wide spectrum of investment opportunities, so you can build better portfolios with funds tailored to help your clients achieve their strategic investment objectives.
Whether seeking to add core or targeted exposure to your clients’ portfolios, or simply rebalancing portfolios to a strategic asset allocation, our ETFs help you and your clients meet essential investment goals.
Separately Managed Accounts (SMAs)
Our SMAs combine Fidelity’s equity intelligence with our institutional expertise to provide you compelling SMA models to use with clients seeking capital appreciation.
Want to know more?
Check out how Fidelity can give you a scalable, personalized portfolio construction framework for managing portfolios more efficiently and effectively.
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* Diversification does not ensure a profit or guarantee against a loss.
Fidelity Portfolio Quick Check (PQC) is provided to investment professionals by Fidelity Distributors Company LLC ("FDC") and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC. Content provided is intended for informational and educational purposes only based on information you entered into the PQC tool. It should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. As an investment professional, you are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for your customer based on your customer's investment objectives, financial circumstances and risk tolerance.
Screenshots are for illustrative purposes only.