ACCOUNTS & TRADING
PREMIUM CONTENT & TOOLS
Fidelity InstitutionalSM
Fidelity's Asset Allocation Research Team focuses on business cycles and future trends, as well as historical data about asset class performance, to help us deliver actionable insights.
Our framework considers secular (10–30 years), business cycle (1–10 years), and tactical (1–12 months) factors that may cause performance to deviate significantly from longterm historical averages.
When reviewing portfolios we take a diversified approach across multiple fund families and asset management firms. We also interview managers to give you the due diligence you need to find the most suitable funds.
Fidelity offers the research and insight to help build effective portfolios for your clients.
This online tool offers a fast, deep analysis of any client portfolio, assessing multiple factors of composition and performance.