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1984x1984 by Rafael Lozano-Hemmer

Our investment solutions

We serve institutional investors around the world on a broad range of asset classes, including fundamental active, index and factor-based equities, active fixed income, real estate, multi-asset strategies, cash and bespoke investment solutions.

Understanding our clients' needs means we build truly customised portfolios, managed with the support of our global in-house research team and independent technology platforms.

Why Fidelity?

Expertise

Our core business is investment management. Our core focus is delivering for clients.

Experience

Serving over 400 institutional clients across more than 30 countries

Global reach

Clients benefit from our global reach, which can uncover investment ideas around the world

Our solutions

Our multi-asset team offers institutions expertise in solutions design, tactical asset allocation, strategy selection and risk management. They respond to individual needs by designing investment strategies with risk awareness at the centre. With a presence in the major regions, they serve our clients with local understanding.

Our fixed income solutions extend across the risk spectrum. Investment capabilities include money markets, government bonds, investment grade credit, high yield, emerging market debt, hybrid securities and inflation linked bonds. Our experience stretches beyond a single bond asset class to customising solutions to meet individual needs.

Covering a range of approaches across regions, countries, size and style, our equity capabilities are focused on meeting our clients' outcomes. Our approaches are characterised by a reliance on in-depth fundamental research from our global investment team, giving us 360-degree insight, including the invaluable views of our fixed income team.

Our experienced real estate team offers a proven record and distinct investment approach. Located in the UK and Europe, they deliver a trusted service for institutions, built on core principles of a strong focus on income, bottom-up stock selection and active management of tenants and buildings.

Our commitment to responsible investing

We believe investing in companies operating with high standards of corporate responsibility, we can enhance investment returns. Our rigorous research gives an in-depth understanding of ESG (Environmental, Social and Governance) issues before they escalate and threaten the value of our clients’ investments.

We have been a signatory to the UN Principles for Responsible Investment (UNPRI) since 2012.

2016 ratings - we maintained our A score in Strategy & Governance and both equity strategies, and scored A+ for our fixed income strategies.