INSTITUTIONAL SOLUTIONS

Endowments & Foundations

With a deep understanding of the challenges endowments and foundations face in pursuit of near- and long-term goals, we’re committed to helping clients navigate evolving markets to meet their investment objectives and their mission.

Why work with Fidelity?

Fidelity’s mission has focused on client experience since our inception in 1946. Still today, our investment management team serves our endowment, foundation, and non-profit clients in pursuit of their own mission and goals by providing a comprehensive suite of tailored investment solutions.

Investment Management Services

Our investment team will leverage Fidelity's proprietary research to design a custom solution to help meet your unique needs.

Open Architecture Platform

Fidelity’s open architecture platform sources high-conviction exposures across traditional and alternative asset classes.

Complete Philanthropic Support

We provide consultative assessments to help clients align their philanthropic vision with measurable results.

RESEARCH

A Playbook for Endowments and Foundations to Help Navigate Higher Inflation

Despite having an inflation-sensitive investment objective, endowments and foundations haven’t had to worry much about inflation over the past decade.

Now, in a world where inflation has jumped as high as 9%, do we expect elevated levels to persist? And can endowments and foundations still meet their return objectives?

Learn more

Solutions for Endowments & Foundations

Outsourced CIO

Our outsourced CIO solutions leverage the deep investment capabilities and proprietary research at Fidelity to deliver competitive outcomes for complex investment needs.

Outsourced CIO

Custom Investment Solutions

Fidelity’s Global Institutional Solutions Team pairs hands-on, outcome-oriented investment management with expansive research to create tailored solutions, including a world-class OCIO platform.

Custom Solutions