Fidelity Canada Institutional develops solutions to serve the unique needs of Canadian institutional investors.

We offer active and risk-controlled disciplines that include Canadian, U.S., international and global equity, fixed income, asset allocation, alternative and custom solutions.
 

Fidelity by the numbers

Canadian institutional assets

$48.4 billion in Canadian institutional assets

 

$20.7B

Canadian equity

 

$4.7B

U.S., global, international equity

 

$4.3B

Fixed income

 

$18.7B

Asset allocation

 

Canadian institutional clients

Since 1987, Canadian institutional investors have entrusted their assets to our expertise and investment capabilities. Our clients include defined benefit plans, defined contribution and multi-employer pension plans, endowments and foundations, unions and First Nations trusts.


As of December 31, 2022.

1 Canadian assets are represented in CAD. Canadian assets under administration include $48.4B in institutional assets within defined benefit pension plans, endowments, foundations, corporate, funds of funds, sub-advised and defined contribution plans (DCIO).

 

Global institutional assets 

Over $500 billion in global institutional assets


2 As at December 31, 2022 in Canadian dollars.

Think Fidelity Canada Institutional

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We work with you to translate your needs into tailored solutions



Client focused alignment

 



Research driven

 



Tailored solutions

 


Dedicated expertise and investment capabilities across a broad range of asset classes

Equity
Canadian, U.S., global, international, emerging markets, small cap, low volatility, thematic

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Fixed income
Core, core plus, tactical, credit, custom solutions, specialty

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Target date solutions
Active, hybrid, index +

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Multi-asset class solutions
Core, custom solutions, strategic partnerships

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Alternatives
Real estate

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Our asset management heritage

 

1946

Founded in Boston, Massachusetts
First mutual fund offered

 

1964

Started managing large pension plan assets

 

1969

First international office established (Tokyo)

 

1971

Started managing fixed income strategies

 

1986

Started managing asset allocation strategies

 

1987

Canadian office established

 

1998

Dedicated Canadian investment team created

 

2008

Investment teams established in Toronto and Montreal

 

2016

Abigail Johnson named Chairman and CEO of Fidelity

 

2022

Assets managed exceeded

4.2T1

1 Fidelity’s assets under management as of December 31, 2022 in U.S. dollars.

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