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INSTITUTIONAL SOLUTIONS
Endowments & Foundations
Discover how Fidelity's tailored solutions and expert insights can help endowments and foundations navigate challenging markets and meet their investment objectives.
Why work with Fidelity?
Fidelity's investment solutions and specialized services are built to help endowments, foundations, and other nonprofits meet their investment objectives and stay mission-aligned.
Investment Management Services
Our investment team will leverage Fidelity's proprietary research to design a custom solution to help meet your unique needs.
Open Architecture Platform
Fidelity’s open architecture platform sources high-conviction exposures across traditional and alternative asset classes.
Complete Philanthropic Support
We provide consultative assessments to help clients align their philanthropic vision with measurable results.
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Investment philosophy
Fidelity's approach to investing for nonprofit organizations is built on dynamism, diversification, and depth. Portfolio Manager Erika Murphy discusses how each pillar contributes to building custom multi-asset class mandates for our clients.
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Investment strategy
Portfolio Manager Erika Murphy reviews the highlights of our investment strategy and process, which can generally be summarized in three steps: strategic asset allocation, active asset allocation, and fund and manager selection.
Get in touch
Let's talk about how Fidelity can help you reach your goals.
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