portfolio construction
Portfolio construction tools & services
Spend less time managing portfolios—and more time with clients—with tools and services designed to streamline analysis, insights, and portfolio construction.
Managing client portfolios is foundational to what you do. It’s also central to how we support you—helping you make more informed decisions and deliver stronger outcomes for your clients.
Portfolio construction know-how
Build customized portfolios more efficiently with tools, insights, and support designed to simplify the process and free up time for client conversations.
Asset class expertise
Leverage deep expertise across asset classes and market insights to position portfolios more effectively and demonstrate value to clients.
Advisorpedia x Fidelity Podcast
Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool.
Here’s what our clients have to say
Thank you seems insufficient, but I can tell you I feel better after the call than I did coming into it.
Here’s what our clients have to say
You have brought something to the table nobody else has. I appreciate the access.
Discover our personalized approach
Experience what it means to have Fidelity’s world-class team in your corner, with disruptive and innovative thinking unleashed at every stage of the portfolio design and construction process.
Meet our portfolio construction team
The Portfolio Construction Guidance (PCG) team leverages and builds upon Fidelity’s extensive experience in multi-asset, multi-manager, and multi-horizon portfolio construction, all to help clients build better portfolios. Since its inception in 2013, the PCG team has crafted over 30,000 portfolio reviews while also contributing to unique research and analytics around asset allocation, strategies, and risk.
Meet our investment strategist team
The Investment Strategist team provides insights on Fidelity products, competitive overviews, and market expertise. Deep asset class expertise enables our strategists to educate clients on the utilization and positioning of our investment products across domestic and international equities, fixed income, high income, and alternatives.
Want to know more?
Check out how Fidelity can give you a scalable, personalized portfolio construction framework for managing portfolios more efficiently and effectively.
Fidelity Portfolio Quick Check (PQC) is provided to investment professionals by Fidelity Distributors Company LLC ("FDC") and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC. Content provided is intended for informational and educational purposes only based on information you entered into the PQC tool. It should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. As an investment professional, you are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for your customer based on your customer's investment objectives, financial circumstances and risk tolerance.
Screenshots are for illustrative purposes only.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information. Advisorpedia is an independent entity and is not affiliated with Fidelity Investments.
Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments.
Fidelity Institutional Wealth Adviser LLC (“FIWA”) is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC . FIWA is the sponsor of the Fidelity Managed Account XchangeSM program (“FMAX” or the “Platform”).
Information provided by Fidelity through the Portfolio Construction Institute is educational in nature, not individualized, and not intended to serve as the primary or sole basis for your investment or tax planning decisions. Fidelity does not charge a fee for these services, and the information provided should not be construed as investment advice or a recommendation. As always, you should ensure any investment discussed with your client is appropriate for their specific investment objective, risk tolerance, and financial situation.
The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, re al estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments maybe relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis maybe required before buying. Costs of purchase and sale may be relatively high.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC. Fidelity Portfolio Quick Check (PQC) is provided to investment professionals by Fidelity Distributors Company LLC ("FDC") and may be made available by FDC, Fidelity Brokerage Services LLC, or National Financial Services LLC, Members NYSE/SIPC. Content provided is intended for informational and educational purposes only based on information you entered into the PQC tool. It should not be considered as legal, tax, investment or insurance advice or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity. As an investment professional, you are solely responsible for determining whether any investment, investment strategy, or related transaction is appropriate for your customer based on your customer's investment objectives, financial circumstances and risk tolerance. Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information. Advisorpedia is an independent entity and is not affiliated with Fidelity Investments. Third party marks are the property of their respective owners; all other marks are the property of FMR LLC. The third parties referenced herein are independent companies and are not affiliated with Fidelity Investments. Listing them does not suggest a recommendation or endorsement by Fidelity Investments. Fidelity Institutional Wealth Adviser LLC (“FIWA”) is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC . FIWA is the sponsor of the Fidelity Managed Account XchangeSM program (“FMAX” or the “Platform”).