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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 September 20141

Total global assets under management $2,024.0 billion
Equity assets $1,148.2 billion
High income assets $105.9 billion
Hybrid assets $13.3 billion
Investment grade bond assets $297.3 billion
Money market assets $459.4 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

Organization

President of Asset Management Charlie Morrison

Location

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.

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.
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
719317.1.0