Fidelity Stable Value

Fidelity has been managing stable value assets since 1986. A dedicated investment team manages approximately $40 billion in assets for an extensive institutional client base.1

  • Strong risk-adjusted performance potential through diversification, credit quality, and yield-curve management
  • Leverages Fidelity's fixed income expertise—grounded in fundamental research, rigorous quantitative analysis, and expert trading
  • Consistent emphasis on capital preservation, market-to-book ratio management, and liquidity

The 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.

Dedicated Investment Process

Integrated decision-making process incorporates multiple perspectives

• Fundamental analysts• Independent research• Fundamental analysis andrelative valuations• Leverage Global research platform• Institutional AssetManagement Counsel• ERISA Counsel• Contract negotiation• Wrap compliance• Relationship management• Accounting and Operations• Participant communications andeducation resources• Portfolio managers• Portfolio strategy and construction• Risk management• Quantitative analysts• Measure andunderstand risk• Proprietary modeling• Model all securities inportfolio and index• Dedicated traders by sector• Market surveillance and trade execution• Tactical perspective on portfolio constructionPortfolio ManagementLegal SupportCredit ResearchClient SupportSpecialized TradingQuantitativeResearchStable ValueStrategy
Stable ValueStrategy• Fundamental analysts• Independent research• Fundamental analysis andrelative valuations• Leverage Global researchplatform• Institutional AssetManagement Counsel• ERISA Counsel• Contract negotiation• Wrap compliance• Relationship management• Accounting and Operations• Participant communicationsand education resources• Portfolio managers• Portfolio strategy andconstruction• Risk management• Quantitative analysts• Measure and understandrisk• Proprietary modeling• Model all securities in portfolioand index• Dedicated traders by sector• Market surveillance and tradeexecution• Tactical perspective on portfolioconstructionPortfolio ManagementLegal SupportCredit ResearchClient SupportSpecialized TradingQuantitative Research

Objective

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

Investment Approach

Invest in a broad spectrum of high-quality, investment-grade, short- to intermediate-term fixed income investments. Other potential purchases include investment contracts issued by insurance companies, banks, or other financial institutions.

We utilize a fully transparent, team-based approach to manage our Stable Value portfolios. The team, led by portfolio managers, is composed of analysts and traders to aid portfolio construction.

Portfolio Managers

David DeBiase
David DeBiase, CFA Portfolio Manager
Robert Galusza
Robert Galusza Portfolio Manager
Julian Potenza
Julian Potenza, CFA Portfolio Manager
Contact Us
  • fams@fmr.com
  • Fidelity 401(k) recordkept clients should contact their managing director with questions or visit workplace.fidelity.com.
 
 

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