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Unsustainable Global Debt: Roadmap for Strategic Asset Allocation
View our latest research on how rising debt/GDP ratios are becoming one of the biggest risks in investment portfolios.
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The Powerful Forces Reshaping Strategic Asset Allocation
Learn how a new regime could influence productivity and fundamentally reshape the investment decision process.
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Advisors & Wealth Management Firms
Investment solutions for registered investment advisors, broker-dealers, and banks
Institutional Investors & Consultants
Investment solutions for pension and defined contribution plan sponsors, endowments, foundations, and the consultants that serve them
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  • Fidelity Institutional Wealth Management Services 
    Technology, custody and clearing services, world-class service, and insights that give registered investment advisors, banks, broker-dealers, and family offices an edge. 
  • Fidelity Capital Markets
    Flexible trading solutions, execute across multiple asset classes — including domestic and international equity, fixed-income, new issue, and syndicate offerings — and maximize your investment strategies with transparent pricing and industry-leading value.
  • Fidelity Prime Services
    A prime brokerage platform for hedge fund and institutional clients that includes access to one of the largest and most diverse captive pools of securities available for lending.
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    An open-architecture platform offering investment products from leading asset managers to our individual and institutional retirement brokerage clients.
Client Accounts
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Spartan Index Pools Notice Flyer

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Spartan 500 Index Pool DoSF - AR- 8-2023 Report

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Spartan Developed International Index Pool DoSF - AR- 8-2023 Report

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Spartan Emerging Markets Index Pool DoSF - AR- 8-2023 Report

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Spartan Extended Market Index Pool DoSF - AR- 8-2023 Report

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Spartan International Index Pool DoSF - AR- 8-2023 Report

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Spartan Large Cap Growth Index Pool DoSF - AR- 8-2023 Report

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Spartan Large Cap Value Index Pool DoSF - AR- 8-2023 Report

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Spartan Mid Cap Index Pool DoSF - AR- 8-2023 Report

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Spartan Real Estate Index Pool DoSF - AR- 8-2023 Report

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Spartan Small Cap Index Pool DoSF - AR- 8-2023 Report

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Spartan Small-Mid Cap Value Index Pool DoSF - AR- 8-2023 Report

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Spartan Total International Index Pool DoSF - AR- 8-2023 Report

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Spartan Total Market Index Pool DoSF - AR- 8-2023 Report

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This information is intended for the sole use of institutional investors. Retail investors and any other persons who are not institutional investors should not act or rely on this information.

Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

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