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Experience and Insight Help Drive Investment Excellence
Disciplined and Collaborative Team Approach
- Stable team of seasoned bond professionals
- Highly specialized and dedicated resources
- Experience and expertise creating custom solutions
Transparent Investment Process Grounded in Research
- Disciplined and repeatable investment process
- Extensive, independent, and proprietary research spanning the capital structure
- Proprietary, integrated, and rigorous risk management platform
Broad Spectrum of Investment Solutions
- Strategies that seek to meet evolving and complex client needs
- Established history of investing through a variety of market environments
- Commitment to innovation to improve the client experience
A custom approach to balancing risk and return
Featured Resources
Featured Strategies
Browse Fixed Income Strategies
Fixed Income
| Name | Fact Sheet |
|---|---|
FIAM Broad Market DurationSeeks to outperform the Bloomberg Barclays U.S. Aggregate Bond Index by investing in a full spectrum of U.S. dollar-denominated investment-grade securities. |
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FIAM Core ConstrainedSeeks to outperform the Bloomberg Barclays U.S. Aggregate Bond Index with lower expected risk than Broad Market Duration by investing in a full spectrum of U.S. dollar-denominated investment-grade securities. |
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FIAM Core PlusSeeks to outperform the Bloomberg Barclays U.S. Aggregate Bond Index by investing in investment-grade and extended Plus sectors (high yield, emerging-market debt, leveraged loan, and high-yield CMBS). |
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FIAM Intermediate DurationSeeks to outperform the Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index by investing in a full spectrum of investment-grade securities, with a focus on intermediate-duration issues. |
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FIAM Short DurationSeeks to outperform the Bloomberg Barclays U.S. 1–3 Year Government/Credit Bond Index by investing in a full spectrum of investment-grade securities, with a focus on short-duration issues. |
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FIAM Short-Intermediate DurationSeeks to outperform the Bloomberg Barclays U.S. 1–5 Year Government/Credit Credit Index by investing in a full spectrum of investment-grade securities, with a focus on short-intermediate duration issues. |
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FIAM Tactical BondSeeks to achieve strong total returns by exercising broad flexibility to invest in an expansive set of fixed income sectors. It also seeks to generate competitive returns versus peers with similar investment objectives and constraints. |
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FIAM Liability Driven Investment SolutionsSeeks to integrate in-depth LDI strategy analysis and consultation with best-in-class fixed income portfolio management to meet stated goals, objectives, and constraints. |
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FIAM Investment Grade CreditSeeks to outperform the Bloomberg Barclays U.S. Credit Bond Index by investing in a full spectrum of U.S. dollar-denominated investment-grade securities. |
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Fidelity Stable Value Portfolio1,2Seeks preservation of capital, while the secondary objective is to provide a level of income over time that is consistent with the preservation of capital. |
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High Income
| Name | Fact Sheet |
|---|---|
FIAM Emerging Market DebtSeeks to outperform the JP Morgan EMBI Global® Index while managing volatility through intensive risk management and in-depth quantitative and fundamental research. |
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FIAM High Yield CMBSSeeks to achieve a high level of current income with the potential for capital appreciation by investing in a universe of investment-grade and non-investment-grade commercial mortgage-backed securities (CBMS) and opportunistically in other high-yielding real estate debt securities. |
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FIAM High Yield CoreSeeks to outperform the ICE BofA Merrill Lynch High Yield Master II Constrained Bond Index by investing in domestic high-yield corporate bonds and, to a lesser extent, bank loans and preferred and convertible securities. |
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FIAM Leveraged LoanSeeks to outperform the S&P/LSTA Leveraged Loan Index by exploiting market inefficiencies, primarily through in-depth fundamental credit research, and to a lesser extent, sector shifts and trading strategies. |
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Additional Fixed Income Strategies
Active/Diversified
- Conservative Income Bond
- Core
- Global Bond
- International Bond
- Long Duration
- Money Market1
- National Municipals1
Active/Single-Sector
- Emerging Markets
- Global Credit1
- Government1
- High Yield Corporate
- Inflation-Protected
- Long Corporate
- Mortgage-Backed
- Single State Municipals1
Passive
- U.S. Bond
- Inflation-Protected
Custom Solutions
- Target Maturity
- Tax Sensitive1
Why Fixed Income. Why Fidelity. Why Now.
Understand how fixed income investment decisions are made.
Learn moreVideo 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 web page.
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Request for Information
- 1. Certain strategies are managed by FIAM affiliates.
- 2. Fidelity Stable Value pools are separate funds of the Fidelity Group Trust for Employee Benefit Plans and managed by Fidelity Management Trust Company. Only qualified, participant-directed, defined contribution plans may invest in these pools. These investment options are not mutual funds and are only available to eligible investors.
- 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.