You are on the Fidelity website for Institutional Investors.
Provided by FIAM LLC, a registered investment adviser.
Institutional Solutions
Outsourced CIO
Discover how outsourced CIO solutions leverage the deep investment capabilities and proprietary research at Fidelity to deliver competitive outcomes for complex investment needs.
Fidelity’s outsourced CIO offering is built on a strong foundation
Deep knowledge
Fidelity’s first-hand market awareness, coupled with both modern and historical equity and fixed income market understanding, guides clients through cyclical economic changes.
Expertise
Fidelity’s experienced team leverages in-depth insights and proprietary research to ensure investment strategies are continuously leading-edge and responsive to market conditions.
Clear focus
Fidelity’s OCIO team is sharply fixed on meeting collectively designed, well-defined investment objectives with measurable results, helping to deliver against complex and evolving client needs.
Stability
Fidelity’s outsourced CIO offering is built on its foundation of long-standing industry presence and continued commitment to expanding on vast experience.
Explore Fidelity’s outsourced CIO solutions
Offerings designed to meet the specific goals of different types of institutional investors
Your browser doesn’t support video.
Defined Benefit Plans
Robust liability modeling and assets solutions that evolve as a plans funded status evolves — active, de-risking or fully funded.
Nonprofit Organizations
Incremental alpha delivered by skilled investors to help endowments, foundations meet their long-term return and mission-specific spending goals.
Why it may be time to hire an OCIO
An Outsourced Chief Investment Officer—or an OCIO, for short—is the term used to describe a third-party consultant or firm who provides investment management services to an organization that does not have its own internal investing capabilities.
Browse Fidelity’s multi-asset class offerings
Fidelity provides pension offerings in a variety of formats, all designed to meet plan sponsor’s specific goals.
Pension Solutions
Discover our spectrum of pension solutions, ranging from individual turnkey options to fully bundled pension offerings.
Learn more
Custom Investment Solutions
Explore our custom investment solutions, which draw on deep experience and proprietary research to help deliver meaningful results.
Learn more
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 outsourced CIO solutions.
Discover more institutional solutions
See how we can help you meet your unique goals and objectives with a range on capabilities.
Liquidity
Find out how you can meet your liquidity needs with help from our full suite of money market funds and solutions.
Learn more
Digital Assets
Find out how Fidelity's expanding suite of investment opportunities in digital assets can help meet your investing needs.
Learn more
Alternatives
A growing lineup of strategies beyond traditional stocks and bonds, including private equity, private credit, real assets, liquid alternatives and digital assets
Learn more
Digital assets are speculative and highly volatile, can become illiquid at any time, are for investors with a high-risk tolerance, and who have the experience and ability to evaluate the risks and merits of an investment in cryptocurrencies. Investors in digital assets could lose the entire value of their investment.
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, real estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments may be relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis may be required before buying. Costs of purchase and sale may be relatively high.
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.
1089765.7
B0747ADEE0D946E1B5E99C17927C48D0