Value-added services
Concierge services to help our clients differentiate and scale their operations
Capital introduction
Complement your internal marketing and fundraising efforts through targeted introductions and needs-based explorations/discovery.
- Leverage our network of single and multifamily offices, fund of funds, consultants, endowments, foundations, pensions, and seed investors
- Marketable universe of 2,500+ institutional investors
- Team is strategically dispersed geographically for effective local coverage
- Unique opportunities provided to hedge fund clients to connect with institutional clients across Fidelity, such as Fidelity Family Office Services and Fidelity Charitable® Gift Fund
PB OptimizeSM
A fully integrated fintech platform that offers transparency, customization, and automation to meet the demands of a changing landscape.
- Our portfolio finance optimization tools helped clients realize $450M in annualized savings in 20231
- Market and proprietary data refreshed every 15 minutes for real-time decision-making
- Minimize risks with visibility into counterparty exposures, fees, and broker financing performance
- Data aggregation at the security and portfolio levels
Take a closer look
We offer the breadth and depth of order flow essential to helping institutional investment managers achieve best execution.
- Expansive liquidity network provided by Fidelity’s brokerage business lines
- Fidelity Capital MarketsSM’ (FCM) trading solutions team offers service models tailored to meet varying client needs
- Access trading platform through execution software or seamlessly integrate with your existing order management system (OMS)
Domestic equities: Trade more efficiently using FCM’s electronic executive services and optimize your trading strategies with a wide range of exchange-traded stock and index options.
- Advanced algorithmic execution and trading strategies
- Sophisticated and anonymous crossing network for trading confidentiality
- Extensive liquidity reach
- Automated execution services for today’s global markets
International equities and FOREX: Take advantage of FCM’s International Desk, which employs a variety of trading strategies, including program and algorithmic trading in more than 40 countries.
- Trade foreign currency through Fidelity FOREX Inc., a wholly owned subsidiary of Fidelity
- Gain access to more than 20 currencies for more than 25 countries at competitive exchange rates
- 24/6 staffing coverage to meet client needs
Solve for liquidity requirements, strategic goals, and risk tolerance with cash reinvestment options available through FCM.
- Institutional money market funds
- Short-duration fixed income products
- Customized solutions to complement cash segment strategies and meet short-term and long-term strategic liquidity needs
Schedule a consultation with one of our Prime Services specialists
1. Savings realized by PB Optimize clients in 2023, based on re-rate activity in the platform.
Intended for institutional investor use only.