Institutional Model

Institutional investment management insights

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

Subscribe

Spotlight Research

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

A strategic allocator’s guide to productivity and profits

Could a new regime with shifting trends and sometimes unexpected motives influence productivity and fundamentally reshape the investment-decision process?

INVESTING IDEAS

Emerging opportunities in real estate debt

Commercial real estate fundamentals look healthy outside of the office sector while sentiment has been improving.

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.

Featured

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.

View insights View solutions

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

View All

The rising cost of capital and its investment implications

Higher real rates may persist for 5 to 10 years. This likely would increase the cost of capital, which in turn could reduce the return advantage for stocks versus bonds, boost prospects for larger companies with high-quality earnings.

Deciphering strategic investment opportunities in a complex new world order

On a multipolar and volatile global stage, how some nations align with others–and some don’t–could play a role in strategic investment decision-making

Investing Ideas

View All

Investing Ideas

Forensic governance: Detective work focused on corporate risk can help protect shareholder value

Forensic accounting plays a vital role in assessing governance quality—a key consideration for global investors.

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.

Retirement

View All

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.

Featured

Watch and listen

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

Video Library Podcast Library

Want to keep up with our investment thought leadership?

Subscribe now to have our insights sent directly to your inbox.

Subscribe now

1151563.1

1B10C4D151D84830952815D2D8ABBC07

Past performance is no guarantee of future results.

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.

Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and 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.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.