We serve institutional investors around the world on a broad range of asset classes, including fundamental active, index and factor-based equities, active and factor-based fixed income, real estate, multi-asset strategies, cash and bespoke investment solutions.
Why Fidelity?
Expertise
Our core business is investment management. Our core focus is delivering for our clients.
Experience
Serving over 400 institutional clients across more than 30 countries.
Global reach
Our clients benefit from our global reach, which can uncover investment ideas around the world.
Our solutions
Solutions & Multi Asset
Our Solutions & Multi Asset Team offers instiututions 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.
Fixed income
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.
Equities
Covering a range of approaches across regions, countries, size and style, our equity capabilities are focused on meeting client outcomes. Our approaches are characterised by a reliance on in-depth fundamental research from our global investment team, giving us a 360-degree view, including invaluable insights from our fixed income team.
Real estate
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 sustainable 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.
We are proud of our ratings - in 2021 we scored a mix of four and five stars across the categories assessed by PRI.
