advisor.fidelity.comFinancial Professionals | Fidelity Institutional

Contact Us Our Sites You are on the Investment solutions website for advisors & wealth management firms. Browse more Fidelity websites here. Insights Insights Spotlights Series Webinars Topic Library Video Library View All Insights Investment Solutions Investment Solutions Featured Back to level Active Equity ETFs Alternatives Model Portfolios Products Products Fidelity Advisor Mutual Funds Fidelity Mutual Funds Fidelity ETFs Fidelity Money Market Funds Model Portfolios Separately Managed Accounts 529 College Savings Plans Subadvised & Commingled Pools Variable Insurance Products Fidelity Stable Value Portfolios Historical Prices, Distribution & Yields Asset Classes Asset Classes Overview Domestic Equity International Equity Sector / Industry Money Market Fixed Income: Investment Grade Fixed Income: High Income Asset Allocation Alternatives Strategies Strategies Overview Sustainable Thematic Factor Digital Assets Quantitative Retirement Retirement Fidelity Advisors IRAs Defined Contribution Small Business Plans 401k Solutions View All Portfolio Construction Portfolio Construction Overview Portfolio Insights Tools & Services Investing Strategies Tools & Resources Tools & Resources Tools & Calculators Literature & Forms Literature & Forms Prospectuses College Savings Forms & Applications General Investing Product Specific Retirement Planning Tax Center Why Fidelity Contact Us Our Sites Login Client Accounts Featured Investment Portfolio Insights Elevate how you build client portfolios with the latest insights on asset allocation and investing trends. Featured Alternative Investments and Their Roles in Multi-Asset Class Portfolios Find out how alternatives can help enhance portfolio returns, manage downside risk, and improve diversification. FEATURED The Unique Value of Custom SMAs Understand the impact of the next great innovation in advisory solutions. featured Fidelity Core Active Equity ETFs Fidelity Core Active Equity ETFs can provide core equity exposure at a lower cost. Learn how you can construct a stronger core for your clients. Featured Fidelity Portfolio Quick Check® Analyze, compare, and optimize your investment strategy in minutes. Featured Fidelity Portfolio Quick Check® Analyze, compare, and optimize your investment strategy in minutes. Our Sites Select a different site Advisors & Wealth Management Firms Investment solutions for registered investment advisors, broker-dealers, and banks Institutional Investors & Consultants Investment solutions for pension and defined contribution plan sponsors, endowments, foundations, and the consultants that serve them Visit one of our other websites Fidelity Institutional Wealth Management Services Technology, custody and clearing services, world-class service, and insights that give registered investment advisors, banks, broker-dealers, and family offices an edge. Fidelity Capital Markets Flexible trading solutions, execute across multiple asset classes — including domestic and international equity, fixed-income, new issue, and syndicate offerings — and maximize your investment strategies with transparent pricing and industry-leading value. Fidelity Prime Services A prime brokerage platform for hedge fund and institutional clients that includes access to one of the largest and most diverse captive pools of securities available for lending. Fidelity Funds Network An open-architecture platform offering investment products from leading asset managers to our individual and institutional retirement brokerage clients. Login Website Access Access restricted content for financial professionals: Log In Don’t have access? Register Here Client Accounts Client Accounts Access client accounts and resources: Investment Accounts Liquidity Management Accounts Simple Plan Sponsor Resource Center ACTIVE EQUITY ETFS Construct a stronger core Fidelity active equity ETFs combine our industry-leading approach to security selection, research, and technology with our commitment to helping you support your clients’ financial journeys. Learn more PORTFOLIO CONSTRUCTION Build better portfolios, more efficiently From an online tool that gives you a fast, deep analysis of any client portfolio, to ideas on meeting clients’ shifting priorities, we help you make the most of every day. Learn more Growth isn’t given, it’s earned. To help you grow your clients’ portfolios, we give you the powerful technology, deep insights, and results-driven service you need. So you can deliver for your clients and make your hard work pay off. Learn more QUARTERLY MARKET UPDATE Market insights you can put into action Our Quarterly Market Update shows you what’s happening in global markets and how to take advantage of recent trends and activity. Learn more From investment expertise to in-depth research, Fidelity gives you more Explore how we help you power growth and give your clients a better experience. Investment solutions sparked by innovation Discover new investment opportunities that’ll help make you and your clients ready for the future. Learn more Insights to help drive growth Explore how our deep research can help you make better strategic decisions and be more indispensable to clients. Learn more Tools and resources that help you do more, in less time See how tools like Fidelity Portfolio Quick Check ® can help you spend less time analyzing data and more time with clients. Learn more Featured products & solutions See how to free up your time, deliver more value, and help clients prepare for the future. Fidelity Portfolio Quick Check ® Analyze, compare, and optimize your investment strategy in minutes with our free on-demand digital portfolio analysis tool. Learn more Model Portfolios Manage your clients’ investments effectively while gaining more time to focus on meeting their needs. Learn more 529 Plans Help your clients save for college with our flexible, tax-advantaged 529 Plans. Learn more Alternative investments Discover new investment opportunities with our expanding lineup of alternative investments. Learn more Fidelity ® Wise Origin ® Bitcoin Fund (FBTC) FBTC offers advisors an easier path to crypto, while helping your clients gain indirect exposure to digital assets through a fund structure. Learn more View prospectus This product is for investors with a high risk tolerance. It invests in a single asset, bitcoin, which is highly volatile and can become illiquid at any time. Please see the additional digital assets disclosure below. Explore our latest research & insights View All The right information to help you work smarter, stand out from the competition, and stay focused on the future. SPOTLIGHT It’s Time to Change Your Mind about Young Investors Find out how the next generations can help your firm grow—and what you can do to win their business. INVESTING IDEAS Alternative Investments and Their Roles in Multi-Asset Class Portfolios Many investors look to alternatives to broaden the investment opportunity set and help enhance a portfolio’s returns, manage downside risk, and improve diversification. COMMENTARY Recession May Be Looming. That Doesn’t Mean Defensives Will Outperform History suggests cyclical sectors such as consumer discretionary might offer greater opportunity. AWARDS & RECOGNITION 25 actively managed Fidelity mutual funds win 32 Lipper fund awards recognized for strong, long-term, risk-adjusted returns* Learn more AWARDS & RECOGNITION Over 150 Fidelity Advisor Funds and 60 Fidelity ETFs achieve a 4- or 5- star Overall Morningstar Rating † Learn more AWARDS & RECOGNITION Fidelity Advisor Total Bond Fund Achieves Morningstar’s Highest Rating ** Learn more AWARDS & RECOGNITION Fidelity Advisor Investment Grade Bond Fund Achieves Morningstar’s Highest Rating** Learn more AWARDS & RECOGNITION WSJ names FBND "best core" bond ETF for 2024^ Learn more Want to know more? Let’s talk about ways to power growth for your business. Contact us *The LSEG Lipper Fund Awards , granted annually, highlight funds and fund companies...