Fidelity Investments has announced the expansion of its institutional separately managed account (SMA) lineup with six new custom strategies and two new model offerings for registered investment adviser (RIA) and broker-dealer clients that leverage Fidelity’s active management and quantitative research capabilities.
Fidelity Institutional Tax-Managed Enhanced Equity and Fidelity Institutional Tax-Managed Fundamental Equity custom SMAs each feature large-cap core, growth and value strategies, combining the firm’s decades of active management expertise with the high level of personalization and specialized service experience of a custom SMA. The enhanced equity strategies are benchmark-aware strategies leveraging a diverse set of alpha insights, while the fundamental equity strategies use a systematic portfolio construction process and high-conviction stock selection.
These strategies are available to RIAs via Fidelity’s custom SMA platform, which is integrated wit
