Institutional Model

Fixed income at Fidelity

Fidelity is one of the largest fixed income managers, with a heritage dating back to 1971.* As a private company, Fidelity has invested heavily in people and technology to navigate the bond market through various market environments.

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A disciplined investment process

Fidelity’s fixed income investment process aims to deliver competitive risk-adjusted returns to meet liquidity, income generation, and capital appreciation investment objectives. Our investment process is built on:

Transparency

An approach grounded in deep, global research and unique insights—relentlessly focused on investment objectives.

Accountability

Durability and discipline in seeking to outperform benchmarks while mitigating risk.

Teamwork

A culture of collaboration that fosters discussion and debate to generate the best ideas.

Integrity

Recognition for meeting investor expectations through skillful management and process.

Vitality

Nonstop innovation to meet the evolving needs of investors.

Fixed income offering spectrum

Fidelity offers a full range of investment solutions aimed at meeting client's evolving income, capital appreciation, and liquidity objectives.

Liquidity management

Cash investment options balance risk, liquidity, and return to ensure adequate cash flow to meet immediate, short-, and longer-term goals.

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Investment grade and high income strategies

Investment options that meet income generation, capital preservation and growth, and equity diversification goals.

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Want to know more?

Let’s talk about fixed income solutions for your clients.

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* As of 12/31/22, Pensions & Investments ranked Fidelity Investments 7th out of 164 firms for fixed income assets under management.

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Past performance is no guarantee of future results.

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.