An institutional focus on managing domestic equity strategies across disciplines

Research Excellence

  • Seasoned, fundamental analysts along with quantitative and technical professionals
  • Security analysis across geographies, market capitalizations, and investing styles

Diversified Signals Targeting Alpha for Client Solutions

  • Extensive research resources offering insight on potential alpha sources across geographical regions, industry, style, and market cap
  • Team-based approach to help improve performance and ensure strategies are managed within guidelines

Risk Management

Proprietary technology and quantitative modeling

  • Experienced team of risk management professionals develop and deploy proprietary risk management technology and quantitative risk modeling
  • Complements efforts of the research and portfolio management teams

Featured Resources

Browse Domestic Equity Strategies

Core

Name Fact Sheet
FIAM Large Cap Core

Seeks to provide 3% annualized excess return relative to the S&P 500® index over a full market cycle by investing in a diversified portfolio of U.S. equities. The portfolio is constructed to ensure that active return is generated through stock selection.

FIAM Quantitative Large Cap Core

Seeks to outperform the S&P 500 index while managing market, industry, and style bets.

FIAM U. S. Total Market Equity

Seeks to provide excess return over the Dow Jones US Total Stock Market® Index while maintaining similar style characteristics and sector weights relative to the benchmark.

FIAM Small/Mid Cap Core

Seeks to provide 4% annualized excess return relative to the Russell 2500 Index over a full market cycle by investing in a diversified portfolio of U.S. equities.

FIAM Small Cap Core

Seeks to provide 3% annualized excess return relative to the Russell 2000 Index over a full market cycle by investing in a diversified portfolio of small-cap equities.
Note: closed to new investors.

FIAM Small Company

Seeks to provide 4% annualized excess return relative to the Russell 2000® Index over a full market cycle by investing in a diversified portfolio of small-cap equities.

Value

Name Fact Sheet
FIAM Large Cap Value

Seeks long-term outperformance over the Russell 1000 Value Index by focusing on stocks that are inexpensively priced in relation to their earnings power and cash generation capability.

FIAM U. S. Concentrated Large Cap Value

Seeks to outperform the Russell 1000 Value Index by investing in a concentrated, diversified portfolio of large capitalization companies that appear mispriced relative to their long term earning power and ability to generate free cash flow.

Growth

Name Fact Sheet
FIAM Focused Large Cap Growth

Focused Large Cap Growth is a fifty-stock portfolio that represents FIAM’s portfolio management team’s best investment ideas based on an intrinsic value approach to investing.

FIAM Small Cap Growth

Seeks to outperform the Russell 2000 Growth Index by 2%–3% annualized over a full market cycle.

FIAM U. S. Concentrated Growth Opportunities

Seeks growth of capital over the long term and seeks to outperform the Russell 1000 Growth Index.

Defensive

Name Fact Sheet
FIAM U. S. Capital Preservation

Seeks to provide investors with lower volatility U.S. equity market exposure using a combination of low volatility equity portfolio and a defensive index option overlay strategy.

FIAM U. S. Low Volatility Equity

Seeks long-term growth of capital, primarily through investments in the domestic market equity universe, while maintaining an overall risk profile that is lower than the market.

About Fidelity Institutional Asset Management℠

We provide actionable strategies, helping our clients meet their investment mandates. We serve as a gateway to Fidelity Investments’ original insight and diverse investment capabilities across equity, fixed income, high-income, and global asset allocation.

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