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INSTITUTIONAL SOLUTIONS
Nonprofit investment solutions
Fidelity delivers tailored investment solutions that help endowments, foundations and other nonprofits navigate the evolving market and work towards their long-term return objective and mission-specific spending goals.
Our core belief about multi-asset class investing is that having multiple means to generate returns drives the most consistent results
Dynamism
Active asset allocation capitalizes on behavioral inefficiencies and is essential to navigate through market environments.
Diversification1
Across asset classes, investment disciplines, time horizons, regions, sectors and alpha sources.
Depth
Drawing on the experience of specialized investment teams who seek to capitalize on persistent inefficiencies.
1. Diversification does not ensure a profit or guarantee against a loss.
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 three steps of our investment strategy and process—strategic asset allocation, active asset allocation, and fund and manager selection.
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Take a tour of Fidelity’s individual investment capabilities
Diverse investment capabilities across asset classes.
OCIO & Custom Solutions
Explore Fidelity’s outcome-oriented investment options, implementation strategies, and integrated solutions.
Learn more
Sustainable Investing Solutions
Discover how our sustainable strategies can help endowments and foundations support their missions and achieve their investment objectives.
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Nonprofit Investment Offering
A commingled, multi-asset class private fund that offers daily liquidity, diversification1, and a competitive management fee.
Contact a Fidelity representative
Explore our latest research & insights
Investing Ideas
Finding, applying for, and winning grant funding: Tips for nonprofits
Help elevate your nonprofit’s funding game and craft compelling narratives.
Investing Ideas
Want to become a nonprofit board member? Here is what to consider as a fiduciary for endowments and foundations
Boards are considered the stewards of the nonprofit institutions they serve.
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.
Take a tour of Fidelity’s individual investment capabilities
Diverse investment capabilities across asset classes.
Domestic Equity
An institutional focus on managing domestic equity strategies across disciplines.
Explore domestic equity
International Equity
Global research expansive knowledge and local presence in key regional markets.
Explore international equity
Investment-grade fixed income
Experience and insights to create fixed income strategies that meet evolving and complex client needs.
Explore investment-grade fixed income
High-yield fixed income
Strategies investing in higher-yielding debt to meet income and capital appreciation goals.
Explore high-yield fixed income
Want to know more?
Let’s talk about our solutions for nonprofits.
Fidelity Philanthropic Consulting
We provide a full suite of dedicated philanthropic support services, offering advice on strategy and fundraising, as well as peer-relative insights.
1. Diversification does not ensure a profit or guarantee against a loss.
Fidelity Philanthropic Consulting is a division of National Charitable Services, LLC, a Fidelity Investments® company.
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