Buyer's Guide
Fidelity Institutional Asset Management
Business Model/TypeProprietary/non-proprietary
An investment outsourcing platform that offers proprietary products alongside non-proprietary products.
| Year entered into OCIO business | 2006 |
| Number of relationship managers/sales people | 1 |
| Number of portfolio managers | 4 |
| OCIO percentage of total firm revenue | <1% |
| AUM full discretion | $7.9B |
| Number of full discretionary clients | 37 |
| Minimum OCIO mandate | None |
Number of Full Discretionary Clients by Region
| United States | 30 |
| Canada | 7 |
| UK/Europe | 0 |
| Other | 0 |