When you choose Fidelity, you’re partnering with one of the country’s most experienced and largest institutional fixed income investors. Each investment decision is supported by our independent judgment, comprehensive global research, and sophisticated trading execution. These are just some of the reasons that Fidelity is known for innovation and performance.
How Fidelity Manages Bond Funds
Founded in 1946, Fidelity is a privately held company with the independence and scale to navigate the vast universe of fixed income opportunities. Now managing more than $800 billion in bond assets for millions of individual customers and institutional investors—and $1.6 trillion in total assets under administration across all asset classes—Fidelity conducts its own comprehensive research on government and corporate issuers worldwide. More than 200 fixed income professionals draw on tens of thousands of proprietary research notes generated annually by our bond, money market, equity, and asset allocation divisions to evaluate the implications for each issuer’s investors, both debt and equity. The breadth of our fundamental research provides a framework for risk/reward assessment that few investment managers can match.
Fidelity bond portfolios are managed to deliver income and consistent, risk-adjusted total returns over the long term. Our philosophy is centered on the belief that fundamental credit research and investment processes tailored to diverse credit markets can help uncover the best opportunities for investors in both developed and emerging markets. With one of the largest credit research and trading operations in the industry, supplemented by research from nearly 500 colleagues in 13 countries, Fidelity has the resources to go a mile wide and a mile deep in our continuous effort to help create value for investors.