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INSTITUTIONAL SOLUTIONS
Liability-driven investing
Explore how Fidelity's LDI solutions are designed to meet a variety of de-risking scenarios and help address the evolving needs of plan sponsors and their defined benefit plans.
Discover the four key pillars that shape Fidelity’s LDI Solutions platform
Dedicated resources
Dedicated pension strategists with expertise in pension plan risk management across assets and liabilities.
Custom portfolio solutions
Real-world implementations that take into consideration current capital market dynamics and implementation challenges.
Strong fixed income management
Aimed at balancing alpha and downside risk through astute security/sector selection and duration neutral portfolio construction.
Dynamic customized solutions
De-risking solutions that seek to meet the evolving needs of pension clients.
Our LDI services are available individually or bundled
Traditional long duration mandates versus index
Derivatives overlays
Custom key rate duration hedge
Completion management incorporating outside asset managers
Pension risk transfer preparation
Suite of fixed income capabilities to meet various de-risking scenarios
Commingled pools and separately managed accounts available across the maturity and risk spectrums.
Source: Infosource Incorporated, 2025
NEWSLETTER
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Download our latest newsletter, which features an overview of the U.S. corporate pension plan environment, as well as insights focused on real-world considerations to support plan sponsors managing their pension risk.
Fully integrated qualified plan solutions
In addition to investment-only offerings, Fidelity can provide all the components to meet a plan sponsor’s specific goals.
Investment management
Strategies designed exclusively to help meet the investment objectives of MBCB plans.
Recordkeeping*
A platform that leverages Fidelity’s 25+ years of defined contribution and defined benefit plan experience.
Actuarial*
Plan design support, nondiscrimination testing and sensitivity analysis, annual actuarial valuations, plan document support, and plan compliance services.
*Recordkeeping services and actuarial services are provided by affiliated Fidelity companies.
Meet our team
Fidelity's LDI team focuses on developing solutions designed to meet the unique investing needs of pension plans.
Why fixed income. Why Fidelity. Why now.
Understand how fixed income investment decisions are made.
Want to know more?
Let’s talk about pension investments solutions.
Discover more institutional solutions
See how we can help you meet your unique goals and objectives with a range of capabilities.
Investment Grade Fixed Income
Explore our fixed income strategies across disciplines, designed to meet evolving and complex client needs.
Learn more
High-Yield Fixed Income
Discover more about our strategies that invest in higher-yielding debt to meet income and capital appreciation goals.
Learn more
Outsourced CIO
Turn-key investment solution that includes comprehensive asset and liability management as well as operational implementation.
Learn more
Total Pension Solutions
A completely bundled offering—investment management, actuarial & benefits consulting, and plan administration.
Learn more
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