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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.
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.
Fidelity’s deep knowledge of retirement plans and participant behaviors can cast tremendous insight into portfolio construction.
55% of Fidelity’s $3 trillion in discretionary assets are retirement assets.1
23,000 plans with 17.4 million participants2
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.
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.
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.
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.
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.
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.
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.
Over 60 years of experience serving equity clients worldwide
Domestic equity capabilities that leverage extensive research resources to uncover opportunities.
Over 40 years of experience managing fixed income
Fixed income capabilities backed by experience and unique insight provide a competitive edge.
Investing in international markets for more than 50 years
Capabilities based on global research and a local presence in key regional markets.
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.
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.
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.
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.
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.
We have worked with advisors to conduct thousands of custom-tailored portfolio reviews.
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.
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.
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.
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.
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.
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.
Our lineup is backed by a multidimensional, global research platform built on bottom-up fundamental research, individual accountability, and differentiating perspectives.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
Research resources described herein include the combined resources of FIAM and Fidelity Investments as of 12/31/19.
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.
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.
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.
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.
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.
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.
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.
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.