Institutional Model

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.

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Insights that address key challenges for endowments & foundations

Fidelity's proprietary research and deep investment insights can help your organization meet its investment objectives, no matter the market environment.

RESEARCH

A playbook for endowments and foundations to help navigate higher inflation

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?

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Explore our latest research & insights

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What endowments and foundations should know about investing in private assets

Navigating the complexities of private markets.

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.

Best practices to help build operating resilience at foundations and public charities

Make smart choices to weather challenges and create stability.

Active asset allocation for endowments and foundations

The role played by active asset allocation tilts in multi-asset portfolios.

4 liquidity risk management principles for endowments and foundations

Discover ways to establish a comfort zone using these key insights.

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