We believe in working closely with clients to establish a deep understanding of their investment objectives and constraints. Our expertise in strategic and tactical asset allocation, as well as in manager selection and risk management, allows us to offer a broad range of one-stop investment solutions to institutional clients.

Our experienced teams of portfolio managers with diverse backgrounds are dedicated to assisting pension committees achieve their objectives. With solutions teams located around the world in key regions, we design and manage optimal solutions for your plan.

Fully integrated multi-asset class solutions

Our Global Asset Allocation (GAA) team offers plan sponsors access to institutional money management expertise across core and specialty mandates delivering powerful benefits.

 

The GAA team is committed to providing flexible outcome-oriented solutions to institutional investors.
Customized solutions to manage pension risk

We help plan sponsors manage risk in their defined benefit plans by combining proprietary research, investment management and a rigorous risk-management framework to create client-focused investment solutions.

The Fidelity Advantage

  • Global investment resources.
  • World-class investment strategies, including risk-controlled and specialized mandates.
  • Exceptional client service.

Which Multi-Asset Class Solution is right for your plan?

The chart shows Fidelity’s four key multi-asset offerings: pension risk, liability driven investing, asset allocation analysis and discretionary capabilities.
Asset Allocation Solutions from Fidelity
Comprehensive integrated multi-asset class solutions.