ACCOUNTS & TRADING
PREMIUM CONTENT & TOOLS
Fidelity InstitutionalSM
Accessing Fidelity's powerful portfolio management capabilities, our model portfolios can help you manage investments effectively so you can add value for your clients in other ways.
Diversified, core portfolios that can be aligned to a client's level of risk.
Designed to provide enhanced risk-adjusted total return across the risk spectrum
Seeks to enhance total return through fund selection
Uses Fidelity active and passive mutual funds
Uses a blend of active mutual funds from Fidelity, and ETFs from other asset managers
Designed to provide risk-adjusted total return across the risk spectrum
Seeks to minimize cost and tracking error
Uses primarily passive Fidelity mutual funds
Portfolios designed to dynamically adjust based on the business cycle
Designed to provide enhanced risk-adjusted returns through a dynamic investment approach
Tilts exposures to the major asset classes and sectors based on shifts in the business cycle
Provides the diversification benefits of 60/40 multi-asset class portfolio construction
Flexible use of either active or passive investments
Tilts exposures to sectors and industry groups based on shifts in the business cycle
Industry group-level investment vehicles provide the opportunity to make targeted and cyclical allocations
Open architecture with flexibility to emphasize active or passive investments
Portfolios designed to generate a high level of income in a client portfolio.
Designed to provide a high level of income
Looks beyond standard deviation in seeking to manage risk
Focuses on investment grade and high yield fixed income sectors
Diverse investment universe including ETFs
Invests in fixed income sectors and equity income strategies
Seeks to provide targeted income generation, which may benefit clients in or approaching retirement
Diversifies across factors
Uses Fidelity Factor ETFs, which apply a proprietary, integrated quantitative and fundamental research approach
Portfolios designed to serve as or complement the equity portion of a client portfolio.
Designed to help reduce risk and lower volatility, which may help clients who are more sensitive to market downturns
Seeks to provide enhanced risk-adjusted returns for clients looking for capital appreciation
Portfolios designed to serve as or complement the bond portion of a client portfolio.
Designed to provide competitive risk-adjusted total returns
Seeks a duration similar to the Bloomberg Barclays 1-5 U.S. Gov/Credit Bond Index
Focuses on investment grade bonds with a limited allocation to non-investment grade
Diverse investment universe including mutual funds and ETFs
Seeks a duration similar to the Bloomberg Barclays U.S. Aggregate Bond Index
Focuses its allocation to investment grade bonds
Seeks a duration similar to the Barclays U.S. Aggregate Bond Index
Has a flexible duration profile that typically ranges between 3-6 years
Allocates to investment grade and non-investment grade bonds