Entities

Fidelity Institutional Asset Management

Nickname
Fidelity Institutional
Acronym
FIAM
Location
Founding Date
1946

Fidelity Institutional Asset Management is a leading provider of trading, custody and brokerage services that helps wealth management firms and institutions thrive. FIAM is dedicated to meeting the needs of consultants and institutional investors, such as defined-benefit and defined contribution plans, endowments and financial advisors. Through actionable strategies, Fidelity Institutional serves as a gateway to Fidelity Investments' original insight and diverse investment capabilities across global equities, fixed income, multi-asset class, high income and alternatives.​

ABOUT FIDELITY INSTITUTIONAL

  • Fidelity Institutional is focused on offering a range of investment products, services, and technology solutions tailored to institutional clients.

  • FIAM offers access to first-hand market knowledge and investment insights from one of the world's largest proprietary investment research organizations.

  • The firm offers clearing and custody services, investment and technology products and solutions, brokerage and trading services, and a range of insights, expertise and world-class client experiences to advisors and wealth management firms.


EXPERTISE

  • Institutional Solutions. 

Fidelity Institutional provides access to a wide array of investment solutions across asset classes, including equities, fixed income, alternative investments, and more.

  • Custody and Clearing Services. 

They offer custody services, helping institutional clients manage their assets by providing safe, efficient, and transparent custody solutions.

Fidelity Institutional provides advanced technology tools, including trading platforms and portfolio management software, to help institutional investors manage their investments more efficiently. 

Fidelity Institutional leverages the extensive research capabilities of Fidelity Investments to provide institutional clients with valuable insights on market trends, economic conditions, and investment strategies. 

  • Client Support and Services. 

Fidelity offers dedicated relationship management and support teams to assist institutional clients with their specific needs.

Fidelity Institutional is heavily involved in providing retirement plan solutions to institutions such as corporations and non-profit organizations