Fidelity Institutional Asset Management®

Fidelity Institutional
Founding Date

Fidelity Institutional is one of the largest investment managers serving the United States institutional marketplace. It is dedicated to serving consultants and institutional investors, including defined benefit and defined contribution plans, endowments, and financial advisors. Through actionable strategies, FIAM serves as a gateway to Fidelity Investment's original insight and diverse investment capabilities across equity, fixed income, high-income, and global asset allocation.


Insights & Research

From market commentary and investing ideas to financial planning and practice management topics, FIAM's timely insights and deep research help you stay ahead of the competition.

Practice Management & Consulting

FIAM's programs help you develop a plan that is tailored to your business and grounded in timely insights and tools.

Portfolio Construction Solutions

Actionable insights and diagnostic tools you can use right now to help you build more effective portfolios.

Funds & Products

A broad choice of investment products and solutions, including mutual funds, ETFs, SMAs, and retirement plans, to support your clients’ evolving needs.

Wealth & Investment Management Platforms

Award-winning and customizable technology, including our Wealthscape℠ platform, gives you flexibility and access to a full suite of products—such as models and HSAs.

Fidelity Managed Account Xchange℠ (FMAX)

A comprehensive wealth advisory platform, FMAX integrates planning, advisory tools, managed accounts, clearing and custody, and third-party products and services in one seamless solution.

Assets under administration: $7.8 trillion