Investment Support Services
Finance, Strategy & Analytics
Finance, Strategy & Analytics (FS&A) is the organization that provides financial information and guidance to Asset Management’s advisors and support functions to facilitate their business decisions, strategies, and plans. The FS&A team coordinates strategic multi-year and annual operating plans and is responsible for key governance and oversight duties. The team is also responsible for building and maintaining our financial architecture, gaining approval of mutual fund fee contracts with multiple fund boards, and producing analytics that inform investment staff compensation.
The Asset Management Human Resources organization acts as a key business partner to colleagues within Asset Management and more broadly across Fidelity. Focused on developing industry-leading strategies for current and future associates, the organization is committed to building the skills and capabilities of the workforce for current and future business needs.
The Investment Product Group plays a key role at the firm, working closely with our Asset Management and distribution channel colleagues, and the broader organization to deliver a diverse range of investment capabilities to meet the needs of our retail, intermediary and institutional clients. When you join the team, you become part of Fidelity’s mission to provide the best customer experience in the financial services industry.
Compliance, Risk and Business Operations (CRBO)
The Asset Management Compliance, Risk and Business Operations (CRBO) team’s key organizational themes are business partnership and stewardship, platform modernization and operational excellence, and talent development. The functions within CRBO are AM Compliance, AM Risk, Business Operations and Strategy, Counterparty Research & Analytics and the Investment Services teams: Equity, Fidelity AM Solutions (FAMS), Fixed Income, and High Income & Alternatives and Quantitative Research and Investments (QRI).
Strategic Advisers, Inc. (SAI)
Strategic Advisers, Inc., a registered investment adviser, provides a range of asset allocation offerings to help clients achieve their financial goals. These include managed accounts, wealth management, trust services, and financial planning tools. We leverage our core capabilities of multi-asset class portfolio construction, third-party fundamental manager research, investment guidance, and wealth planning to deliver these solutions to retail and institutional clients.