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.
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Get a behind-the-scenes look at how our investment teams tap into Fidelity’s robust research platforms and generate differentiated insights that help add alpha to client portfolios.
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The challenges facing institutional investors are complex and rapidly evolving. Fidelity’s experts share how our proprietary information edge and investing expertise across asset classes, time horizons and markets, enable us to meet changing investor needs.
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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.
Fidelity by the numbers1
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Fidelity's Asset Allocation Research Team (AART) examines major themes in the global financial markets and presents an investment outlook for the quarter.
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.
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Market commentary and proprietary investment insights you can’t find anywhere else.
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The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.