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
Macroeconomic InputsEconomic and fundamentalFiscal policyMonetary policySectorBasis call: transparencyFundamental and relative valueYield CurveSlope and volatilityRelative value opportunitiesInterest RateDuration viewsVolatility perspectivesFundamental AnalysisIndependent credit assessmentRelative value judgmentQuantitative AnalysisProprietary risk modelingSecurity and portfolio levelStructured AnalysisCapital structure analysisComplements fundamentalsValue-Added TradingRelative value judgmentAcross curve and structureLiquidity/technicalsClient Objectiveand Risk ToleranceGoal: Consistent,Value-AddedResultsBottom-Up FoundationTop-Down Perspectives
Macroeconomic InputsEconomic and fundamentalFiscal policyMonetary policyYield CurveSlope and volatilityRelative value opportunitiesSectorBasis call: transparencyFundamental and relative valueInterest RateDuration viewsVolatility perspectivesFundamental AnalysisIndependent credit assessmentRelative value judgmentQuantitative AnalysisProprietary risk modelingSecurity and portfolio levelStructured AnalysisCapital structure analysisComplements fundamentalsValue-Added TradingRelative value judgmentAcross curve and structureLiquidity/technicalsClient Objectiveand Risk ToleranceGoal: Consistent,Value-AddedResultsTop-Down PerspectivesBottom-Up Foundation

Featured Resources

Featured Strategies

Browse Fixed Income Strategies

Fixed Income

Name Fact Sheet
FIAM Broad Market Duration

Seeks to outperform the Bloomberg Barclays U.S. Aggregate Bond Index by investing in a full spectrum of U.S. dollar-denominated investment-grade securities.

FIAM Core Constrained

Seeks 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.

FIAM Core Plus

Seeks 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).

FIAM Intermediate Duration

Seeks 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.

FIAM Short Duration

Seeks 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.

FIAM Short-Intermediate Duration

Seeks 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.

FIAM Tactical Bond

Seeks 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.

FIAM Liability Driven Investment Solutions

Seeks to integrate in-depth LDI strategy analysis and consultation with best-in-class fixed income portfolio management to meet stated goals, objectives, and constraints.

FIAM Investment Grade Credit

Seeks to outperform the Bloomberg Barclays U.S. Credit Bond Index by investing in a full spectrum of U.S. dollar-denominated investment-grade securities.

Fidelity Stable Value Portfolio1,2

Seeks preservation of capital, while the secondary objective is to provide a level of income over time that is consistent with the preservation of capital.

High Income

Name Fact Sheet
FIAM Emerging Market Debt

Seeks to outperform the JP Morgan EMBI Global® Index while managing volatility through intensive risk management and in-depth quantitative and fundamental research.

FIAM High Yield CMBS

Seeks 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.

FIAM High Yield Core

Seeks 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.

FIAM Leveraged Loan

Seeks 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.

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 more

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