• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Fidelity by the Numbers: Asset Management

Leveraging its diverse global investment management expertise and insights, Fidelity's Asset Management division is focused on delivering the best customer experience in the financial services industry. It does this by offering client solutions, from traditional mutual funds and ETFs, to managed accounts and institutional mandates.

Global assets under management as of March 20151

Total global assets under management2 $2,111.4 billion
Equity assets $1,192.2 billion
High income assets $100.5 billion
Hybrid assets $114.2 billion
Investment grade bond assets $287.5 billion
Money market assets $417.0 billion

Investment capabilities

Equities US, international/global, specialized
Fixed Income Bond, money market, high income
Alternatives Absolute return, commodities, real estate
Global Asset Allocation and Customized Client Solutions Target date investing, active allocation, after tax management, custom solutions, financial planning solutions, fiduciary oversight


President of Asset Management Charlie Morrison


The Equity and High Income Divisions are based in Boston, Massachusetts; the Fixed Income Division is based in Merrimack, New Hampshire; and the Sector Investing Division is based in Denver, Colorado.

Investment research professionals also are based in the United Kingdom, Europe, and Asia.

Our Company

Personal Investing

We provide financial planning and retirement options such as IRAs, annuities, and managed accounts; brokerage and cash management products; college savings accounts; and other financial services for millions of individual investors.

Workplace Investing

We work with employers to build benefit programs for their employees, and provide recordkeeping, investments, and servicing in defined contribution, defined benefit, health & welfare, and stock plan services.

Fidelity Institutional

We bring sophisticated technology and highly personalized service together to offer clearing, custody, investment products, brokerage, and trading services to a wide range of financial firms.

Pyramis Global Advisors

Pyramis is an asset manager focused on developing solutions to serve the needs of institutional investors, including pensions, endowments, and foundations around the world.

Fidelity Charitable

Fidelity Charitable is an independent public charity that allows donors to establish a dedicated donor-advised fund to support their favorite charities in the short term and create a systematic plan for longer term philanthropic goals.

Fidelity Labs

Fidelity Labs explores emerging technology and harnesses innovation to benefit Fidelity's businesses and customers.

Careers at Fidelity

Fidelity Careers Sales, relationship management, product, marketing, technology, operations, and corporate functions

Asset Management Careers Investment management and support

1. Assets and funds reported by investment objective division. Sub-totals may not sum to total due to rounding. Includes all assets in managed accounts over which Fidelity has discretion.
2. Total Discretionary Assets; all assets Fidelity Investments has discretion over.
Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917
Fidelity Investments Institutional Services Company, Inc., 500 Salem St., Smithfield, RI 02917
National Financial Services LLC, Member NYSE, SIPC, 200 Seaport Boulevard, Boston, MA 02110