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INSTITUTIONAL SOLUTIONS
Endowments & Foundations
With a deep understanding of the challenges endowments and foundations face in pursuit of near- and long-term goals, we’re committed to helping clients navigate evolving markets to meet their investment objectives and their mission.
Why work with Fidelity?
Fidelity’s mission has focused on client experience since our inception in 1946. Still today, our investment management team serves our endowment, foundation, and non-profit clients in pursuit of their own mission and goals by providing a comprehensive suite of tailored investment solutions.
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.
RESEARCH
A Playbook for Endowments and Foundations to Help Navigate Higher Inflation
Despite having an inflation-sensitive investment objective, endowments and foundations haven’t had to worry much about inflation over the past decade.
Now, in a world where inflation has jumped as high as 9%, do we expect elevated levels to persist? And can endowments and foundations still meet their return objectives?
Solutions for Endowments & Foundations
Outsourced CIO
Our outsourced CIO solutions leverage the deep investment capabilities and proprietary research at Fidelity to deliver competitive outcomes for complex investment needs.
Outsourced CIO
Custom Investment Solutions
Fidelity’s Global Institutional Solutions Team pairs hands-on, outcome-oriented investment management with expansive research to create tailored solutions, including a world-class OCIO platform.
Custom Solutions
Fidelity Philanthropic Consulting
We provide a full suite of dedicated philanthropic support services, offering advice on strategy and fund raising, as well as peer-relative insights.
Fidelity Philanthropic Consulting
FIDELITY ASSET MANAGEMENT
Sustainable investing solutions and ESG insights
The future of investing is changing—and Fidelity is on the forefront of that change.
Explore our latest research & insights
COMMENTARY
Cash may not be king for nonprofits looking to build wealth and make an impact
Large cash positions may be holding some risk-adverse endowments and foundations back from achieving greater charitable impact over the long-term.
COMMENTARY
Best practices to help build operating resilience at foundations and public charities
Make smart choices to weather challenges and create stability.
COMMENTARY
Active asset allocation for endowments and foundations
The role played by active asset allocation tilts in multi-asset portfolios.
COMMENTARY
4 liquidity risk management principles for endowments and foundations
Discover ways to establish a comfort zone using these key insights.
COMMENTARY
3 investing considerations for endowments and foundations today
Uncover insights from our team of experts to answer to top-of-mind questions for endowments and foundations.
COMMENTARY
Preparing for a changing credit cycle
Why higher rates may eventually lead to increased distressed investment opportunities.
Get in touch
Let's talk about how Fidelity can help you reach your goals.
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