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AddedJun 8, 2026
UpdatedJul 7, 2026
Fidelity Investments — Investment Management

Fidelity Investments — Investment Management

Service
Currently Offered

Fidelity Investments Investment Management delivers active and passive strategies across mutual funds, ETFs, and institutional mandates.

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Overview

Fidelity Investments Investment Management offers equity, fixed income, multi-asset, and alternative strategies through mutual funds, ETFs, and institutional accounts. The platform serves retirement savers, financial advisors, and institutions worldwide.

Fidelity combines research-driven active management with index products, model portfolios, and technology-enabled advisory solutions across public and private markets.

Classification

Industry
  • Investment Management

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Direct Competitors

  • Morgan Stanley

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  • Western & Southern Financial Group

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    Investment Solutions

    westernsouthern.com

AttributeFidelity Investments — Investment ManagementInvestment ManagementInvestment Solutions
ProviderFidelity Investmentsfidelity.com$144.3M raised · SeedMorgan Stanleymorganstanley.comPublicWestern & Southern Financial Groupwesternsouthern.com
Founded194619351888
Sells ToEmployers, Institutional, RetailInstitutional—
Pricing ModelAdvisory Fees, Brokerage Fees, Management FeesFee-Based Revenue—
OwnershipPrivatePublic—
Fidelity Investments — Investment Management

Provider Fidelity Investmentsfidelity.com$144.3M raised · Seed

Founded 1946

Sells To Employers, Institutional, Retail

Pricing Model Advisory Fees, Brokerage Fees, Management Fees

Ownership Private

Investment Management

Provider Morgan Stanleymorganstanley.comPublic

Founded 1935

Sells To Institutional

Pricing Model Fee-Based Revenue

Ownership Public

Investment Solutions

Provider Western & Southern Financial Groupwesternsouthern.com

Founded 1888

Sells To —

Pricing Model —

Ownership —

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