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 March 2021
|Total discretionary assets1||$3,947.2 billion|
|Equity assets||$2,309.4 billion|
|High income assets||$93.3 billion|
|Hybrid assets||$161.2 billion|
|Investment grade bond assets||$569.7 billion|
|Money market assets||$813.6 billion|
|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|
|Head of Asset Management||Bart Grenier|
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.