Institutional Model

Institutional investment management insights

Explore institutional investment management insights that can help institutions and consultants navigate the changing financial landscape.

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Spotlight Research

Selected institutional investment management insights and research from Fidelity's thought leaders.

INVESTING IDEAS

Alternative Angles

A new podcast from Fidelity offering fresh perspectives on alternative assets for more informed portfolio decisions.

INVESTING IDEAS

Finding extra yield potential in real estate mezzanine debt

Explore the potential for attractive risk-adjusted returns in a misunderstood part of the market, real estate mezzanine debt.

Alternative risk premia: building blocks for resilient portfolios

Alternative risk premia offer the potential for attractive and durable returns driven by economic motivations and/or behavioral sources, and they can be harvested through quantitative, rules-based, long-short investment strategies.

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Endowments and Foundations

Endowments and foundations face unique challenges in investing for both near-term and very-long-term goals. Discover how Fidelity’s insights can help E&Fs meet their objectives and fulfill their missions.

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Explore insights by topic

View in-depth analyses of top-of-mind topics, including alternative investing, domestic and global opportunities, target date strategies, and portfolio-shaping perspectives from Fidelity’s Asset Allocation Research Team (AART).

Market Commentary

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Capital Market Assumptions

We believe that asset returns in general over the next 20 years will be lower than long-term averages, with stocks likely to outperform bonds and emerging markets likely to boast the highest returns.

Fixed Income Monthly Commentary

This report covers the U.S. economic and Treasury markets plus a detailed review of the investment-grade and high-yield sectors.

Investing Ideas

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How AI could evolve into a multi-year investment theme

Find out why broad economic gains from AI may take many years to arrive.

INVESTING IDEAS

Convertible arbitrage: Offering niche alpha and diversification

Convertible arbitrage can offer asset allocators the opportunity to diversify traditional and alternative exposures, tap into idiosyncratic sources of alpha, and potentially take advantage of market volatility.

Retirement

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Is your "index" target date fund performing like its index?

Key considerations for establishing an index target date fund's composite benchmark and for managing the index TDF portfolio.

Due diligence considerations when selecting a target date investment strategy

Given the nature of their design, target date investments warrant a comprehensive evaluation approach.

Featured series

Stay current with Fidelity's ongoing market insights and analysis.

Quarterly Market Update

Fidelity's Asset Allocation Research Team (AART) examines major themes in the global financial markets and presents an investment outlook for the quarter.

Business Cycle Update

This series provides a view of the cyclical fluctuations in economies around the world, offering a framework for asset allocation decisions.

Fixed Income Monthly Commentary

This report covers the U.S. economic and Treasury markets plus a detailed review of the investment-grade and high-yield sectors.

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Watch and listen

Discover videos and podcasts from Fidelity thought leaders sharing market perspectives, asset class outlooks, and institutional investing strategies.

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This information is intended for the sole use of institutional investors. Retail investors and any other persons who are not institutional investors should not act or rely on this information.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. 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 the products or services and may 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. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.

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