Institutional Model

Deep insights. Investment expertise. Client focus.

We offer institutional investors a powerful combination of thoughtful research and institutional investment solutions, backed by our unwavering foundation of discipline, curiosity, and integrity.

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Tap into over 75 years of investing knowledge and industry-leading strategies

Our experienced team can uncover unexpected opportunities and develop custom-fit investment strategies to help institutional investors accomplish their objectives.

Identify risks and opportunities

We give you a clear view of current market risks and help you anticipate what may lie ahead, so you can make strategic decisions with confidence today and stay well positioned to act on opportunities as they evolve.

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Access investment solutions tailored for your needs

Our highly skilled and experienced asset management team brings you institutional strategies and custom solutions across asset classes, designed to help you face your most complex investment challenges head on.

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Rely on our committed, client-first approach

As a privately held company, we’re able to maintain a steadfast focus on doing what’s best for our clients, regardless of market conditions. We continuously reinvest resources into advancing our research, product development, and technology.

Fidelity by the numbers¹

$2.2T

managed on behalf of institutional investors

$154B

managed for non-U.S. institutions

16

years average portfolio manager tenure

10k

company meetings held globally

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Read our market commentary and proprietary investment insights you can’t find anywhere else.

Reshaping Strategic Asset Allocation

Download the full Strategic Allocator's Guide to Productivity and Profits to learn more about the powerful forces reshaping strategic asset allocation.

Unsustainable Global Debt: Roadmap for Strategic Asset Allocation

View our latest research on how the trend of rising debt/GDP ratios is becoming one of the single biggest risk factors in investment portfolios.

Capital Market Assumptions

Emerging markets represent the most attractive area for market return expectations over the next 20 years.

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1. As of March 31, 2023

1049417.1.0

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.