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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
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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.
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.
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.
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.
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.
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.
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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.
Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC), are offered by Fidelity Investments Institutional Services Company, Inc. (FIISC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment advisor, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FIISC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
