Fixed income at Fidelity
Fidelity is one of the largest fixed income managers, with a heritage dating back to 1971.* As a private company, Fidelity has invested heavily in people and technology to navigate the bond market through various market environments.
Fidelity’s fixed income investment process aims to deliver competitive risk-adjusted returns to meet liquidity, income generation, and capital appreciation investment objectives. Our investment process is built on:
An approach grounded in deep, global research and unique insights—relentlessly focused on investment objectives.
Durability and discipline in seeking to outperform benchmarks while mitigating risk.
A culture of collaboration that fosters discussion and debate to generate the best ideas.
Recognition for meeting investor expectations through skillful management and process.
Nonstop innovation to meet the evolving needs of investors.
Learn more about Fidelity’s fixed income investment capabilities and see our investment teams in action.
Fidelity offers a full range of investment solutions aimed at meeting client's evolving income, capital appreciation, and liquidity objectives.
Cash investment options balance risk, liquidity, and return to ensure adequate cash flow to meet immediate, short-, and longer-term goals.
Investment options that meet income generation, capital preservation and growth, and equity diversification goals.
A range of solutions invested in higher-yielding debt to meet income and capital appreciation objectives.
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Let’s talk about fixed income solutions for your clients.
* As of 12/31/22, Pensions & Investments ranked Fidelity Investments 7th out of 164 firms for fixed income assets under management.