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About Fidelity

Fidelity Institutional Asset Management (Fidelity) is one of the largest investment management organizations serving the U.S. institutional marketplace. With 70+ years of investment experience and our long‐standing relationships with over 500 institutional investors, 13,000 advisory firms, and 65,000 financial advisors, we are dedicated to meeting our clients’ needs.*

Fidelity offers a range of tools, research and strategies to help financial advisors increase their value and manage portfolios more effectively.

Original Insight

Our direct exposure to Fidelity’s investor, advisory, and institutional trends enables us to combine investment insights with actionable solutions for our clients.

Tailored Access

Our professionals are well versed in the challenges our clients face. They can connect them to Fidelity’s expertise through specialists across practice types, products, and asset classes, as well as important content areas, such as capital markets strategy, portfolio construction and life event planning.

Diverse Investment Capabilities

We deliver investment options that leverage a specialized focus within asset classes, combined with broad reach across various disciplines. Our lineup is backed by a multidimensional, global research platform built on bottom‐up fundamental research.

*Fidelity Institutional Asset Management is a division of Fidelity Investments.  Fidelity Investments has assets under administration of $7.4 trillion, including assets under management of $2.6 trillion as of September 30, 2018.

Fidelity Investments Institutional Services Company, Inc., 500 Salem St., Smithfield, RI 02917

872061.1.0

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