Asset allocation capabilities that are designed to help achieve investment goals

Broad expertise in managing strategies that perform across market cycles

Over 25 years delivering innovative asset allocation strategies

Wide range of solutions designed to meet the needs of your clients

Over $434 billion1 asset allocation assets under management

Asset allocation resources combined with fundamental research leads to results

  • 48 Investment professionals1
  • 11 Fund managers1

Featured Resources

Featured Portfolio

VTV
VIP Target Volatility

Seeks total return while managing portfolio volatility

VTV
VIP Target Volatility

Seeks total return while managing portfolio volatility

From Our Video Library

ALL ASSET ALLOCATION VIDEOS

Related Commentary

ALL ASSET ALLOCATION INVESTMENT INSIGHTS

Video Library and Related Commentary content feature the most recent content related to the asset class. Featured presenters and authors may not be directly associated with the products listed on this webpage.

  • Fidelity VIP Portfolios are available for investment only by the separate accounts of insurance companies. You must register as an investment professional to obtain access to locked content, which is noted with a "key" symbol.
  • 1. Fidelity Management & Research (FMR) LLC and Fidelity Institutional Asset Management (FIAM), as of 3/31/2020. Data is unaudited. These figures reflect the resources of FMR LLC, a U.S. company, and its subsidiaries. Assets under management include mutual fund, trust, and other assets, including subadvised mutual funds, stable value products, partnerships, and state cash pools. Investment professionals include research analysts, research associates, traders and investment others.
  • Neither asset allocation nor diversification ensures a profit or guarantees against loss.
  • Target date portfolios are 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.
  • In general the bond market is volatile, and fixed-income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed-income securities also carry inflation, credit, and default risks for both issuers and counterparties.
  • Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
  • Investing involves risk, including risk of loss. You may gain or lose money over time. See individual portfolio pages for portfolio-specific risks.
  • VIP refers to Variable Insurance Products.
  • Annuities are long-term investments. Taxable amounts withdrawn from variable insurance contracts prior to age 59½ may be subject to a 10% IRS penalty tax as well as income tax. The portfolio is available only through the purchase of a variable annuity or variable life insurance contract of a participating insurance company.
 
 

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