Buyer's Guide
Fidelity Investments
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 2007 |
| Number of relationship managers/sales people | 0 |
| Number of portfolio managers | 11 |
| OCIO percentage of total firm revenue | <1% |
| AUM full discretion | $11B |
| Number of full discretionary clients | 41 |
Discretionary assets by fund type
| Defined Benefit | $5.6B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $0 |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |