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Provided by FIAM LLC, a registered investment adviser.
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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Differentiated insights power our institutional strategies
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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Investment solutions tailored for institutional investors
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.
Building Custom Multi-Asset Class Portfolios
“I work with Fidelity's 50-plus person manager research team, which forms a very solid foundation for our open architecture solutions platform. This is important because we're able to bring in top talent to our client portfolios across asset managers, making sure that we're bringing our highest conviction ideas to client portfolios.”
Target date strategies informed by experience and insights
“Achieving a successful outcome in a target date fund is very much a collaboration between a plan sponsor, their participants in the plan, and the investment manager. What we bring to the table for a plan sponsor is the ability to navigate the different kinds of uncertainties that the participant, the plan sponsor, and the investment manager are going to experience throughout one's retirement lifetime.”
A culture of investment innovation
“Fidelity has always been and always will be an active management shop. We're not a quant shop. We're not a fundamental shop. We're an alpha shop. That requires the quantitative skill set blended together with traditional, deep understanding of companies and issuers of bonds. Those things need to be melded together to give our clients the best opportunity to add alpha in their portfolios.”
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.
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
ASSET ALLOCATION RESEARCH TEAM
Quarterly market update
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.
Explore our latest research & insights
View AllRead our market commentary and proprietary investment insights you can’t find anywhere else.
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Market commentary and proprietary investment insights you can’t find anywhere else.
Subscribe now1. As of March 31, 2023
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.
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