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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
- *Fidelity Management & Research Company LLC
- For illustrative purposes only.
Featured Resources
Browse Domestic Equity Strategies
Core
| Name | Fact Sheet |
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FIAM Large Cap CoreSeeks 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. |
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FIAM Quantitative Large Cap CoreSeeks to outperform the S&P 500 index while managing market, industry, and style bets. |
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FIAM U. S. Total Market EquitySeeks 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. |
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FIAM Small/Mid Cap CoreSeeks 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. |
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FIAM Small Cap CoreSeeks 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.
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FIAM Small CompanySeeks 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. |
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Value
| Name | Fact Sheet |
|---|---|
FIAM Large Cap ValueSeeks 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. |
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FIAM U. S. Concentrated Large Cap ValueSeeks 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. |
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Growth
| Name | Fact Sheet |
|---|---|
FIAM Focused Large Cap GrowthFocused 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. |
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FIAM Small Cap GrowthSeeks to outperform the Russell 2000 Growth Index by 2%–3% annualized over a full market cycle. |
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FIAM U. S. Concentrated Growth OpportunitiesSeeks growth of capital over the long term and seeks to outperform the Russell 1000 Growth Index. |
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Defensive
| Name | Fact Sheet |
|---|---|
FIAM U. S. Capital PreservationSeeks 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. |
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FIAM U. S. Low Volatility EquitySeeks 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. |
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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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- Past performance is no guarantee of future results. An investment may be risky 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.
- Target excess return is presented gross of fees, including advisory fees, which when deducted will reduce returns. Although FIAM believes it has a reasonable basis for any gross target excess return, there can be no assurance that actual results will be comparable. Actual results will depend on market conditions over a full market cycle and any developments that may affect these investments and will be reduced by the deduction of any fees and expenses associated with the investment.