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.

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.

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.

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

managed on behalf of institutional investors
managed for non-U.S. institutions
years average portfolio manager tenure
company meetings held globally

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