Separate Account Network®

Gain access to institutional investment managers that provide active portfolio management designed to help meet your clients' needs for greater tax efficiency and control over their investments.

Fidelity Separate Account Network

A unified platform for managed portfolio

Fidelity's Separate Account Network gives you the ability to outsource all or a portion of your clients' portfolios to third-party investment managers.

  • Open architecture
  • Management fees and account minimums negotiable
  • Manage due diligence, manager selection, asset allocation, performance reporting, and fee billing
  • 600+ Separate account managers1
  • Over 2,500 investment disciplines1
  • Manage due diligence, manager selection, asset allocation, performance reporting, and fee billing

Get in-depth research on a vast network of managers.

Fidelity Separate Account Network makes it easier for you to research separate account managers that meet your needs. You can use the Informa Investment Solutions tool, available to you at no additional cost on Fidelity's platform, to perform your own research.

 
 

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