With our industry and the world around us perpetually changing in unpredictable ways right now, your role in your clients' lives is more important than ever.
Backed by proven strength and stability and fueled by continuous innovation, Fidelity Institutional is ready to help you drive progress for your business, deliver even more value for your clients, and meet today's challenges head on.
“It's really been amazing the amount of effort and seemless approach that Fidelity has taken with dealing with clients.”—Crescent Grove Advisors
We use our deep experience and the scale of Fidelity to help your business grow.
Client-Focused Expertise
Deep expertise and high-touch service that empower firms to meet their clients' unique needs.
Access to a broad range of experienced specialist consultants—including our portfolio construction team, who have completed 9,100+ portfolio reviews to help our clients optimize performance.
Industry-Leading Financial Solutions
Streamlined investment, trading, and financing solutions at the intersection of trading, technology, and investment management.
Along with our diversified product lineup, we offer access to more than 650 fund families and 20,000 CUSIPs; innovative investment and technology solutions, including Fidelity Managed Accounts Xchange® (FMAX); and alternative and sustainable investing solutions.
Flexible Technology
Flexible platforms and seamless digital experiences that enable our clients to capture the value of digitization more easily.
We've been a privately held company for 75 years, which means we're able to make annual multibillion-dollar technology investments through all market cycles across the enterprise.
Fidelity Institutional by the Numbers
13,500+
13,500+ clients serviced, who oversee 70% of America's $55.6T in wealth1
$4.0T
$4.0T total assets under administration2
$968B
$968B total discretionary assets under management2
259K
259K total average daily trades3
#1
#1 in combined clearing and custody4
Meet our leadership team
“What drives us is our fundamental desire to meet each of our clients' unique needs—and ultimately, to help them serve their customers, business, and purpose.”—Mike Durbin, Head of Fidelity Institutional
Contact us today to discover why Fidelity can help you evolve and grow your business.
Keep Up with Fidelity Institutional
Register for Full Access
easy-to-access premium content and a personalized experience. Registered investment professionals (IPs) have full access to our IP-only content, features, and tools.
Fidelity Institutional Wealth Adviser LLC ("FIWA") is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. Fidelity Managed Account Xchange® ("FMAX") is offered by FIWA, an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC, Members NYCE, SIPC. FMAX provides investment advisory and platform services for a fee. FMAX is not a brokerage product. Fidelity Bond BeaconSM is made available to financial intermediaries, including registered investment advisers, retirement plan administrators, banks, and family offices on a nondiscretionary basis by Fidelity Capital Markets, a division of National Financial Services LLC, Member NYSE, SIPC ("NFS").
1. Fidelity business data as of December 31, 2019. American investor statistic: Hearts & Wallets Portrait of U.S. Wealth, May 2020, and client analysis by Fidelity Institutional Strategic Research & Insights Group, 2020.
2. As of June 30, 2021.
3. As of December 31, 2020.
4. Ranked by assets; Aite Group and Fidelity Institutional Strategic Research & Insights Group, June 2020.
Fidelity Institutional was formerly known as Fidelity Institutional Asset Managment (FIAM).
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With our industry and the world around us perpetually changing in unpredictable ways right now, your role in your clients' lives is more important than ever.
Backed by proven strength and stability and fueled by continuous innovation, Fidelity Institutional is ready to help you drive progress for your business, deliver even more value for your clients, and meet today's challenges head on.
Institutional Investment Solutions
Fidelity Asset Management Solutions develops investment strategies for institutional investors, including corporate, public, and TaftHartley retirement plan sponsors of both defined benefit and defined contribution plans, as well as endowments, foundations, and sovereign entities worldwide.
We offer a broad array of investment strategies across asset classes, including the following:
Domestic equity
High income
International equity
Alternatives
Fixed income
Multi-asset class solutions
We use our deep experience and the scale of Fidelity to help deliver the results your business depends on
Client-focused expertise
Deliver deep expertise and high-touch service to help meet clients' unique needs
Translate client needs into tailored, scalable investment solutions
Provide access to Fidelity's breadth of investment expertise through our diverse business lines
Innovative investment strategies
Leverage specialized, comprehensive global research to generate our best ideas
Offer diverse investment capabilities across a broad multi-asset class spectrum, and end-to-end solutions
Provide elegant, innovative investment solutions at the intersection of client need and investment management
Strength and stability
Reinvest into the business through up or down markets
Invest $1 billion annually in technology to seek to deliver market-leading products and services
Culture of accountability and integrity.
Fidelity by the numbers1
$4.2T
$4.2T total discretionary assets under management
$2.2T2
$2.2T managed on behalf of institutional investors
2. Includes Fidelity-managed investment strategies selected by institutional clients for direct management or as plan investment options.
Fidelity Institutional was formerly known as Fidelity Institutional Asset Management (FIAM).
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Working to Bring More to Our Clients
Demonstrating value in an increasingly complex and competitive
environment is a daily challenge. Our goal is to deliver original insight, tailored sales
support, and a diverse product lineup—the tools advisors need to help stand out from the
competition.
Original Insight
Advisors should be collaborating with a division of Fidelity Investments that not only
provides timely and relevant insight into the markets, but one that also understands how
to help them meet increasingly complicated investor needs.
At Fidelity Institutional Asset Management®, our direct exposure to Fidelity
Investments’ broad, intermediary, and institutional trends enables us to combine
investment insights with actionable solutions that can be put to work for clients.
No. 1 provider
of 401(k) savings plans
30M people
investing their life savings
$7.8T assets
under administration
>
13.5K advisory firm
relationships
22K businesses
managing employee benefit programs
Scroll down for important additional information regarding
Fidelity Investments statistics.
Designed to reshape outcomes
Building investment portfolios has never been harder. Clients have goals
they need to prepare for. Our original insight is designed to help improve
client outcomes and enable advisors to expand their practice.
Collaboration with advisors
We have worked with advisors to conduct thousands of custom-tailored
portfolio reviews.
Investor behavior discovered
Through this work, we discovered that investors have been holding on to
certain myths that could cause them to miss out on investment
opportunities and return potential.
We know there are choices to make when deciding which fund
providers to use and whose insight to solicit to address client needs. Our
portfolio construction program was built to help financial advisors stand
out.
Ongoing support to manage investment decisions
Conveying the importance of planning to clients and offering solutions to
put their plans in motion—these are just two of the most important aspects of
an advisor’s role. Our resources are built specifically to help these efforts.
Tailored Access
Advisors can contact their Fidelity Institutional Asset Management® representative to gain access to
Fidelity’s broader expertise and resources—via specialists working across practice
types, products, and asset classes as well as important content areas, such as capital
markets strategy and portfolio construction guidance.
Our sales professionals know the challenges clients face every day. We have designed our coverage model with an advisor's
evolving needs in mind.
Your Fidelity Primary ContactContact Fidelity
Fidelity network and specialist
teams
DCIO & VA Core Team Support
Fixed-Income & Sector Core Team
Support
PCG & CMSG Core Team Support
Practice, Product, and Content
Specialists
Our mission is simple: to be the first call made for any planning or portfolio need. Advisors can be sure that when they make that call, they will receive Fidelity’s best insights and actionable solutions.
Diverse Investment Capabilities
At Fidelity, we understand the importance of flexibility and work to deliver investment
options that leverage a specialized focus within asset classes, combined with a broad
reach across various disciplines. The Fidelity family offers a wide range of products
across each asset class and a variety of vehicles, including mutual funds, ETFs,
multi-asset-class subadvised portfolios, CITs, and liquidity management solutions.
What portfolio or planning questions need to be addressed?
What is the client’s time horizon?
Will future interest rate hikes impact fixed income
portfolios?
Are portfolios overweighted or underweighted in a particular
sector?
How much of the equity allocation is international?
How are liquidity needs managed? Are operating, short-term and long-term strategic needs differentiated, and are plans implemented accordingly?
Our lineup is backed by a multidimensional, global
research platform built on bottom-up fundamental research, individual
accountability, and differentiating perspectives.
* FIAM is a division of Fidelity Investments. Fidelity Investments has assets under administration of $7.8 trillion, including assets under management of $2.8 trillion as of September 30, 2019.
Fidelity Investments data encompasses multiple
affiliated companies, and is sourced from Fidelity’s corporate statistics and
recordkeeping data as of December 31, 2017.
The No. 1 provider of 401(k) savings plans statement is based upon the results of a
combination of independent media surveys. Fidelity ranked first in assets under
administration as of December 31, 2018, by Pensions & Investments’ Survey; first in total recordkeeping assets and participants as
of December 31, 2018, by PLANSPONSOR; and first in DC assets record-kept as of December 31, 2018, in Cerulli Associates
Quantitative Update Retirement Markets 2018.
Investing involves risk including the risk of loss. Diversification is no guarantee of
future results.
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About Us
Fidelity Investments is one of the world’s largest mutual fund and financial services firms, with customer assets of more than $7.8 trillion.1 Fidelity Institutional Asset Management (FIAM) has been supporting financial advisors since 1946 to help them work with investors as they pursue their long-term financial goals.
Our Investment Capabilities
FIAM offers investment management products, including Fidelity Advisor Funds®, Variable Insurance Product (VIP) Portfolios, systematic investment plans, institutional money market funds and a comprehensive line of retirement products to investment professionals, plan sponsors, and consultants at institutions nationwide.
We span the globe to provide financial solutions across the investment spectrum to help financial advisors respond to the ever-changing needs of investors. Our mutual fund lineup and products are designed to help your clients meet a wide range of investment objectives, asset allocation requirements, and risk tolerances.
A fundamental part of our commitment to financial advisors is conducting research and analysis on critical financial issues and transforming our findings into actionable insight and planning tools. This insight has ranged from investment perspectives to retirement planning and income strategies.
1. FIAM is a division of Fidelity Investments. Fidelity Investments has assets under administration of $7.8 trillion, including assets under management of $2.8 trillion as of September 30, 2019.
Third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company.
Not NCUA or NCUSIF insured. May lose value. No credit union guarantee.
Investing involves risk, including risk of loss. Click on each product link to find out more information including their respective risks and expenses.
