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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The layman’s guide to requests for proposals (RFPs)

How to get what you need from the RFP process.

Build a legacy that lasts: How to create an endowment that endures

Design, fund, and govern your endowment for long-term mission impact.

OCIO: A specialized landscape

More specialized and granular OCIO services that can meet each institution's needs have taken root, learn more.

New taxes could reshape how endowments think about almost everything

Some private colleges and universities will have to reconsider risk and spending.

Fidelity 2025 Endowments and Foundations Study

Key insights and analysis from Fidelity's 2025 Endowments and Foundations Study.

Paying it forward: A Fidelity CIO’s journey to purposeful philanthropy

Lionel Harris shares how personal history, mission, and inclusive leadership guides his work in the nonprofit sector.

Investing Ideas

How endowments and foundations can align investment portfolios with their missions

Listening to clients about their goals and providing the right tools can help bridge the gap between returns and values.

Investing Ideas

Finding, applying for, and winning grant funding: Tips for nonprofits

Help elevate your nonprofit’s funding game and craft compelling narratives.

Unlocking OCIO value for endowments and foundations

Would you build your own home? DIY management of your portfolio could similarly create unforeseen challenges for boards and investment committees lacking mission-critical expertise.

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Let's talk about how Fidelity can help you reach your goals.

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