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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 almost 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
Unique Retirement Insights
Fidelity’s deep knowledge of retirement plans and participant behaviors can cast tremendous insight into portfolio construction.
55%
55% of Fidelity’s $3 trillion in discretionary assets are retirement assets.1
23K
23,000 plans with 17.4 million participants2
- 1. Fidelity Investments data encompasses multiple affiliated companies, and is sourced from Fidelity’s corporate statistics and recordkeeping data as of 9/30/19. Data is unaudited.
- 2. Fidelity Investments Building Futures data, as of 9/30/19.
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.
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
FIAM is Fidelity's distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. It has $765 billion in assets under administration and more than 500 institutional and 60,000 financial advisor clients,* and serves some of the largest institutional investors in the world. FIAM provides actionable strategies, enabling its clients to meet their investment mandates and is a gateway to Fidelity Investment's original insight and diverse investment capabilities across equity, fixed income, high-income, and global asset allocation.
Unless otherwise disclosed to you, in providing this information, Fidelity is not undertaking to provide impartial investment advice, or to give advice in a fiduciary capacity, in connection with any investment or transaction described herein. Fiduciaries are solely responsible for exercising independent judgment in evaluating any transaction(s) and are assumed to be capable of evaluating investment risks independently, both in general and with regard to particular transactions and investment strategies. Fidelity has a financial interest in any transaction(s) that fiduciaries, and if applicable, their clients, may enter into involving Fidelity's products or services.
- * 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.
- Diversification doesn’t guarantee a profit or protect against a loss. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. In general the bond market is volatile, and fixed income securities carry interest rate risk. Fixed income securities also carry inflation, credit, and default risks for both issuers and counterparties. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. Target date investing is designed to help achieve the retirement objectives of a large percentage of individuals, but the stated objectives may not be entirely applicable to all investors due to varying individual circumstances, including retirement savings plan contribution limitations.
- Before investing have your client consider the funds’ investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Have your client read it carefully.
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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
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. 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
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.
Insight shared with clients
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.
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.
- * 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 12/31/17.
- 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.
727250.10
RD_13569_13582
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.
Insight shared with clients
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.
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.
- * 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.
727250.10
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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.
Browse Our Lineup
Variable Insurance Products
Subadvised & Commingled
College Savings
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 InsightsInvesting Tools
All Tools & CalculatorsMarket Commentary
All Commentary- 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.
727250.10
RD_13569_13582
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 almost 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
Research resources described herein include the combined resources of FIAM and Fidelity Investments as of 12/31/19.
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.
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
FIAM is Fidelity's distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. It has $765 billion in assets under administration and more than 500 institutional and 60,000 financial advisor clients,* and serves some of the largest institutional investors in the world. FIAM provides actionable strategies, enabling its clients to meet their investment mandates and is a gateway to Fidelity Investment's original insight and diverse investment capabilities across equity, fixed income, high-income, and global asset allocation.
- * 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.
- Past performance is no guarantee of future results. An investment may be risky, may fluctuate in value, and may not be suitable for an investor’s goals, objectives, and risk tolerance. Investors should be aware that an investment’s value may be volatile and any investment involves the risk that you may lose money. FIAM does not provide legal or tax advice and we encourage you to consult your own lawyer, accountant, or other advisor before making an investment.
727250.10
RD_13569_13582