Asset allocation solutions to meet a broad range of client needs and investment objectives

Access the full breadth of Fidelity's investment expertise

  • Strategies incorporate Fidelity's deep expertise in strategic allocation, active allocation, manager selection, and security selection.

Draw upon unmatched resources, scale, and experience

  • Portfolios leverage insights from Fidelity's expansive global research platform.

Explore a broad spectrum of outcome-oriented investment solutions

  • Fidelity capabilities range from industry-leading target date strategies to custom and client-specific multi-asset solutions.

Featured Resources

Featured Strategies

Browse Asset Allocation Strategies

Target Date

Strategies Fact Sheet
Active Strategy
Fidelity Freedom Commingled Pools

Investing primarily in actively managed investment vehicles, these pools invest in a mix of equity, bonds, and short-term assets that gradually become more conservative over time based on the target date.

Blend Strategy
Fidelity Freedom Blend Commingled Pools

Investing primarily in both active and passively managed investment vehicles, these pools invest in a mix of equity, bonds, and short-term assets that gradually become more conservative over time based on the target date.

Index Strategy
Fidelity Freedom Index Commingled Pools

Investing primarily in passively managed investment vehicles, these pools invest in a mix of equity, bonds, and short-term assets that gradually become more conservative over time based on the target date.

Plus Strategy
Fidelity Freedom Plus Commingled Pools

Investing primarily in actively managed investment vehicles, these pools invest in a mix of equity, bonds, alternative assets, and short-term assets that gradually become more conservative over time based on the target date.

Custom Investment Solutions

Strategies Fact Sheet
FIAM Pension Journey Pools

Commingled pools intended to provide a structured path toward full funded status.

FIAM Market Based Cash Balance 30/70

The Portfolio’s investment objective is to seek capital growth and income by diversifying across a range of asset classes, including equity and debt securities issued anywhere in the world.

Why Fidelity Institutional

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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