INSTITUTIONAL SOLUTIONS

Endowments & Foundations

Discover how Fidelity's tailored solutions and expert insights can help endowments and foundations navigate challenging markets and meet their investment objectives.

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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.

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Investment philosophy

Fidelity's approach to investing for non-profit organizations is built on dynamism, diversification, and depth. Portfolio Manager Erika Murphy discusses how each pillar contributes to building custom multi-asset class mandates for our clients.

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Investment strategy

Portfolio Manager Erika Murphy reviews the highlights of our investment strategy and process, which can generally be summarized in three steps: strategic asset allocation, active asset allocation, and fund and manager selection.

Meet our team

Erika Murphy, CFA, CAIA

Portfolio Manager

Jordan Alexiev, CFA

Portfolio Manager

Ed Heilbron

Portfolio Manager

Ian Johnson

Institutional Portfolio Manager, Team Lead, Global Institutional Solutions

Get in touch

Let's talk about how Fidelity can help you reach your goals.

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Past performance is no guarantee of future results.

This information is intended for the sole use of institutional investors. Retail investors and any other persons who are not institutional investors should not act or rely on this information.

Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client’s individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.