Fidelity Institutional Asset Management®

Fidelity Institutional Asset Management (FIAM) is an organization focused on providing the best investment experience in the institutional marketplace. We serve as a gateway to Fidelity’s broad and deep institutional investment management capabilities. We are dedicated to providing our clients with original insight, tailored access, and diverse investment capabilities to meet their changing needs.

Original insight for identifying better opportunities

FIAM’s clients have access to one of the largest investment and proprietary research organizations serving the U.S. institutional marketplace. FIAM is composed of more than 400 analysts and investment associates located around the world. Our direct exposure to this resource enables us to combine investment insights with actionable solutions to meet the needs of our clients.

A ROBUST RESEARCH PLATFORM
North AmericaAssetAllocationEquityFixedIncomeHighIncome642213798
EuropeEquityHighIncomeFixedIncome21329
Pacific Ex-JapanJapanEquityEquityAssetAllocation20812
AssetAllocationAssetAllocationEquityEquityEquityEquityFixedIncomeHighIncomeHighIncomeFixedIncome9812137292086422213North AmericaEuropePacific Ex-JapanJapan

Unique Retirement Insights

Fidelity’s deep knowledge of retirement plans and participant behaviors can cast tremendous insight into portfolio construction.

62%

62% of Fidelity’s $2 trillion in managed assets are retirement assets1

22K

22,300 recordkept plans with over 15.3 million participants2

Tailored access to asset management professionals

Institutional investors have varying needs and face different challenges as they look to adequately fund their investment and retirement plans. Our sales and asset management teams focus on working with consultants to translate client needs into tailored, scalable investment solutions that can help comply with individual investment mandates.

Work with our consultant relations team to tailor solutions
FIAM Equity Team

This team combines extensive research resources and a collaborative approach to manage fundamental and quantitative strategies across a broad spectrum of disciplines. These disciplines include global, international, and U.S. and Canadian equity.

FMR Equity Team

The team approach to equity management is predicated on what we believe to be one of the ultimate truths of equity investing: stock prices follow earnings.

Global Asset Allocation Team (GAA)

This team develops scalable solutions, aiming to meet complex and diverse investment objectives for institutional and intermediary clients. It integrates a diverse set of investment capabilities to create one-stop strategies.

Fixed Income Team

This stable team of seasoned bond professionals leverages extensive research resources and a collaborative investment approach. Team members manage a wide range of strategies and mutual funds that span the spectrum of duration and credit quality.

Global Institutional Solutions Team (GIS)

This team provides custom multi-asset class strategies or options for institutional investors, including pensions, endowments, foundations, subadvisory clients, and sovereign wealth funds. Team members serve as portfolio strategists for institutional clients and prospects, and bring GAA’s investment capabilities to the market.

Diverse investment capabilities with strength across the asset classes

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. Our lineup is backed by a multidimensional, global research platform built on bottom-up fundamental research, individual accountability, and differentiating perspectives.

Domestic Equity

Over 60 years of experience serving equity clients worldwide

Domestic equity capabilities that leverage extensive research resources to uncover opportunities.

Fixed Income

Over 40 years of experience managing fixed income

Fixed income capabilities backed by experience and unique insight provide a competitive edge.

International Equity

Investing in international markets for more than 50 years

Capabilities based on global research and a local presence in key regional markets.

Asset Allocation and Target Date

Two decades of delivering innovative asset allocation strategies

A broad range of asset allocation offerings, including mutual funds, separate accounts, commingled pools, and custom solutions to help achieve client investment objectives.

Fidelity Institutional Asset Management®

Fidelity Institutional Asset Management is one of the largest investment management organizations serving the U.S. institutional marketplace.* It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals. It also works with institutions and consultants to meet their varying and custom investment needs. Fidelity Institutional Asset Management is a gateway to Fidelity’s original insight and diverse investment capabilities across equity, fixed income, high income, and global asset allocations.

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Working with You to Bring More to Your Clients

Demonstrating your 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 you need to help you stand out from the competition.

Original Insight

You 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 advisors 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 you can put to work for your clients.

No. 1 provider

of 401(k) savings plans

26M people

investing their life savings

$6.8T assets

under administration

12K advisory firm

relationships

23K businesses

managing employee benefit programs

Designed to reshape outcomes

Building investment portfolios has never been harder. Your clients have goals they need to prepare for. Our original insight is designed to help improve client outcomes and take your practice to the next level.

Collaboration with advisors

Reshape Outcomes 1

We have worked with advisors to conduct thousands of custom-tailored portfolio reviews.

Investor behavior discovered

Reshape Outcomes 2

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.

Insight shared with clients

Reshape Outcomes 3

The Evolution of Portfolio Construction : Rethinking Time. Our portfolio construction program is built exclusively for financial advisors.

We know you face choices 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 your clients and offering solutions to put their plans in motion—these are just two of the most important aspects of your role. Our resources are built specifically to help your efforts in these areas.

Tailored Access

Your Fidelity Institutional Asset Management® contact can connect you to Fidelity’s broader expertise and resources through specialists 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 you and your clients face every day. We have designed our coverage model with your evolving needs in mind.

SectorInternationalFixed IncomeAdvisor DCIOFidelity InstitutionalLiquidity ManagementSolutions (FILMS)Institution InsuranceSubadvised SolutionsOffshorePortfolio ConstructionGuidance (PCG)Capital MarketsStrategy Group (CMSG)Your PrimaryFIAM ContactPRACTICESPECIALISTSCONTENTSPECIALISTSASSET CLASSSPECIALISTS

Your Fidelity Primary Contact Contact 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 you make for any planning or portfolio need. You can be sure that when you make that call, you will receive Fidelity’s original 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 are you addressing?

  • What is the client’s time horizon?
  • Will future interest rate hikes impact your fixed income portfolios?
  • Are your portfolios overweighted or underweighted in a particular sector?
  • How much of your equity allocation is international?
  • How are liquidity needs managed? Do you differentiate the operating, short-term strategic, and long-term strategic needs and implement plans accordingly?

Our lineup is backed by a multidimensional, global research platform built on bottom-up fundamental research, individual accountability, and differentiating perspectives.

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

26M people

investing their life savings

$6.8T assets

under administration

12K advisory firm

relationships

23K businesses

managing employee benefit programs

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

Reshape Outcomes 1

We have worked with advisors to conduct thousands of custom-tailored portfolio reviews.

Investor behavior discovered

Reshape Outcomes 2

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.

Insight shared with clients

Reshape Outcomes 3

The Evolution of Portfolio Construction: Rethinking Time. Our portfolio construction program is built exclusively for financial advisors.

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.

SectorInternationalFixed IncomeAdvisor DCIOFidelity InstitutionalLiquidity ManagementSolutions (FILMS)Institution InsuranceSubadvised SolutionsOffshorePortfolio ConstructionGuidance (PCG)Capital MarketsStrategy Group (CMSG)Your PrimaryFIAM ContactPRACTICESPECIALISTSCONTENTSPECIALISTSASSET CLASSSPECIALISTS

Your Fidelity Primary Contact Contact 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.

About Us

Fidelity Investments is one of the world’s largest mutual fund and financial services firms, with managed assets of more than $6.8 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.

Browse Our LineUp

Original Insight

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.

Investing Insights

All Investing Insights

Investing Tools

All Tools & Calculators

Market Commentary

All Commentary

Fidelity Institutional Asset Management®

Fidelity Institutional Asset Management (FIAM) is an organization focused on providing the best investment experience in the institutional marketplace. We serve as a gateway to Fidelity’s broad and deep institutional investment management capabilities. We are dedicated to providing our clients with original insight, tailored access, and diverse investment capabilities to meet their changing needs.

Original insight for identifying better opportunities

FIAM’s clients have access to one of the largest investment and proprietary research organizations serving the U.S. institutional marketplace. It is composed of more than 400 analysts and investment associates located around the world. Our direct exposure to this resource enables us to combine investment insights with actionable solutions to meet the needs of our clients.

A ROBUST RESEARCH PLATFORM
AssetAllocationAssetAllocationEquityEquityEquityEquityFixedIncomeHighIncomeHighIncomeFixedIncome9812137292086422213North AmericaEuropePacific Ex-JapanJapan

Tailored access to asset management professionals

Our clients have varying needs and face different challenges as they look to adequately fund their investment and retirement plans. Our sales and asset management teams focus on working with clients to translate their needs into tailored, scalable investment solutions that comply with individual investment mandates.

Work with our sales team to tailor solutions
FIAM Equity Team

This team combines extensive research resources and a collaborative approach to manage fundamental and quantitative strategies across a broad spectrum of disciplines. These disciplines include global, international, and U.S. and Canadian equity.

Global Asset Allocation Team (GAA)

This team develops scalable solutions to meet complex and diverse investment objectives for institutional and intermediary clients. It integrates a diverse set of investment capabilities to create one-stop strategies.

Fixed Income Team

This stable team of seasoned bond professionals leverages extensive research resources and a collaborative investment approach. Team members manage a wide range of strategies that span the spectrum of duration and credit quality.

Global Institutional Solutions Team (GIS)

This team provides custom multi-asset-class solutions for institutional investors, including pensions, endowments, foundations, subadvisory clients, and sovereign wealth funds. Team members serve as portfolio strategists for institutional clients and prospects, and bring GAA’s investment capabilities to the institutional market.

Diverse investment capabilities with strength across the asset classes

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. Our lineup is backed by a multidimensional, global research platform built on bottom-up fundamental research, individual accountability, and differentiating perspectives.

Domestic Equity

A fully integrated, institutional approach to managing equity strategies across multiple disciplines

Disciplined investment processes are driven by opportunistic idea generation to meet the complex needs of institutional clients.

Fixed Income

Over 40 years of experience serving institutional fixed income clients worldwide

Our Fixed Income Platform combines extensive research resources and a collaborative investment approach to manage strategies across a broad spectrum of disciplines.

International Equity

Capabilities based on global research expertise and a local presence in key regional markets

Our capabilities allow for geographical and market cap flexibility as well as the ability to select from among different benchmark providers within a chosen investment strategy.

Asset Allocation

Over 20 years of delivering innovative asset allocation strategies

Fidelity offers a broad range of asset allocation offerings, including mutual funds, separate accounts, commingled pools, and custom solutions, to help achieve client investment objectives.

Fidelity Institutional Asset Management®

Fidelity Institutional Asset Management is one of the largest investment management organizations serving the U.S. institutional marketplace.* It works with financial advisors and advisory firms, offering them resources to help investors plan and achieve their goals. It also works with institutions and consultants to meet their varying and custom investment needs. Fidelity Institutional Asset Management is a gateway to Fidelity’s original insight and diverse investment capabilities across equity, fixed income, high-income, and global asset allocations.

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