• Equity

    We combine extensive research resources and a collaborative approach to manage fundamental and quantitative strategies across a broad spectrum of disciplines, including global, international, and domestic U.S. and Canadian equity.

  • Fixed Income

    We use our global research and oversight and risk management practices to seek strong, consistent, risk-adjusted returns. We construct highly diversified portfolios that seek to add value across all sectors of the fixed income markets. Our money market funds invest in securities of the highest quality with a laser focus on stability, safety, liquidity, and competitive yields.

  • Global Asset Allocation & Fidelity Institutional Asset Management Equity

    Global Asset Allocation (GAA) and Fidelity Institutional Asset Management Equity (FIAM) partner with a range of clients and investment teams to deliver best-in-class investment solutions. Our depth of expertise across a range of specialties allows for the development of client-driven, highly scalable, and customized strategies for defined benefit and defined contribution plans, endowment, and financial advisors.

  • High Income

    Using a collaborative environment and a large dedicated research team, we leverage Fidelity’s global platform to provide a unique competitive advantage in the management of high income and emerging market debt strategies.

  • Strategic Advisers, Inc.

    Strategic Advisers, Inc. (SAI), a registered investment adviser, provides a range of asset allocation offerings to help clients achieve their financial goals. These include managed accounts, wealth management, trust services, and financial planning tools. We leverage our core capabilities of multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, and wealth planning to deliver these solutions to retail and institutional clients.