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Institutional Solutions
Outsourced CIO & custom investment solutions
Leverage the deep investment capabilities and proprietary research at Fidelity to deliver competitive outcomes, from complex investment mandates to turnkey outsourced Chief Investment Officer (OCIO) & custom solutions.
Fidelity’s outsourced CIO offering is built on a strong foundation
Deep knowledge
Fidelity combines real-time market awareness with decades of historical insight to help guide institutions through every phase of the economic cycle.
Expertise
Fidelity’s experienced team leverages in-depth insights and proprietary fundamental and quantitative research to inform investment strategies.
Clear focus
Fidelity’s OCIO team is focused on helping clients design well-defined investment objectives with measurable results that aim to deliver against complex and evolving needs.
Stability
Fidelity’s outsourced CIO offering is built on its long-standing industry presence and continued commitment to expanding the team’s expertise.
Explore Fidelity’s outsourced CIO solutions
Offerings designed to meet the specific goals of different types of institutional investors
Defined Benefit Plans
Robust liability modeling and assets solutions that evolve as a plans funded status evolves — active, de-risking or fully funded.
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Nonprofit Organizations
Incremental alpha delivered by skilled investors to help endowments and foundations meet their long-term return and mission-specific spending goals.
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Why it may be time to hire an OCIO
Explore the benefits of an outsourced Chief Investment Officer (OCIO), including why one might be right for your institution.
PERSPECTIVE
OCIO: A specialized landscape
Discover why more specialized and granular services for meeting each institution's needs have taken root.
Customized investment solutions that aim to meet your investment goals
Fidelity’s custom investment solutions are designed to seek results that tie directly to client goals and objectives, with a strategic emphasis on:
Dynamism
Active asset allocation allows clients to capitalize on behavioral inefficiencies and is essential to navigate through changing market environments.
Diversification1
Diversifying exposures across asset classes, investment disciplines, time horizons, and managers results in a more consistent long-term return profile.
Depth
Specialized investment teams make it possible for clients to take advantage of inefficiencies in certain markets, like small caps, emerging markets, and credit sectors.
1. Diversification does not ensure a profit or guarantee against a loss.
A look at Fidelity’s investment process
Fidelity’s investment approach seeks compelling, risk-adjusted returns through exposure to high conviction views, as well as diversification of assets by asset class, sub-asset class, and investment style.
This approach allows the Fidelity team to be uniquely flexible by investing across asset classes, time horizons and alpha sources, thus allowing for better navigation across various market environments.
Explore Fidelity's 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 custom investment and outsourced CIO solutions.
Browse more institutional solutions
See how we can help develop investment solutions tailored to your unique goals and objectives.
Liquidity
Find out how you can meet your liquidity needs with help from our full suite of money market funds and solutions.
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Liability-Driven Investing
Explore Fidelity’s tailored approach to integrating liability risks into effective custom solutions.
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Endowments & Foundations
See how our tailored solutions help endowments and foundations navigate the evolving market and work toward their investment objectives in service to their mission.
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The Total Pension Solutions offering may include products and services from the following Fidelity Entities: Fidelity Workplace Consulting, a division of Fidelity Workplace Investing which provides retirement, health & welfare, data consulting, custom pension administration, communication & change management and international consulting services to mid and large employers / strategic consulting services to plan sponsors along with Defined Benefit Administrative / Recordkeeping Services, and Actuarial services. Participant services provided by Fidelity Brokerage Services LLC, Member NYSE/SIPC.
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