About Fidelity

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.


Total discretionary assets as of December 31, 2023

Total discretionary assets1 $4,880.1 billion
Equity assets $2,783.4 billion
High income assets $83.0 billion
Hybrid assets $151.1 billion
Investment grade bond assets $672.2 billion
Money market assets $1,190.5 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

Head of Asset Management Bart Grenier

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.