|
|
There was an issue with your input |
Custom SMAs
Give clients more with the powerful investment and tax management capabilities of Fidelity Institutional Custom SMAs
Find out how our personalization capabilities, investment expertise, and client-focused service model inform our custom SMAs and help you offer a more tailored experience to your clients.
Download a product listingOur custom SMAs offer more than just market exposure for your client portfolios
Use our full menu of strategies and preferences to design portfolios that will help clients pursue their goals in a more personalized way. With investment expertise, systematic implementation, and technology integration developed over years of managing client portfolios, our custom SMAs bring the many strengths of Fidelity to you and your clients.
Personalization as unique as your clients
Take investing to a new level by creating portfolios custom to each client's investment and tax management goals. Choose from:
- Over 25 core, blended, and sustainable equity strategies, offering global coverage across markets to address each client's investment goals1
- Several tax and risk management combinations to shape the portfolio toward their desired tax or risk sensitivity
- A broad range of preferences that lets you easily tailor the portfolio to their investment choices
Investment expertise that powers your clients' accounts
Your clients have the significant resources and deep expertise of Fidelity's Quantitative Research and Investments team managing their portfolios:
- A disciplined investment approach that helps keep portfolios aligned to their mandate
- Hands-on portfolio management that provides investment oversight and safeguards the integrity of the process
- Sophisticated optimization engines that monitor portfolios to seek ways to capitalize on tax-saving opportunities and overall enhancements
A specialized service experience focused on you and your clients
Benefit from an exceptional combination of expertise and technology with our fully integrated service and support model, featuring:
- Streamlined digital experiences—seamlessly integrated with Fidelity's Wealthscape clearing and custody platform—that enable strategy customization, account onboarding, and transition analysis reporting1
- Relationship managers and dedicated investment and client experience specialists, all working together to serve you throughout the relationship
- Market insights and account reporting that help you make more informed investment decisions related to clients' ongoing needs
Want to know more?
Download a product listingCustom SMA Benefits
Empower clients to incorporate their investing preferences and seek the benefits of active tax management with custom SMAs.
Using Our Custom SMAs
Get started creating portfolios tailored to clients' preferences and tax management goals by focusing on three essential areas.
- 1. Strategies and digital experiences will vary by platform.
- Past performance is no guarantee of future results. An investment may be risky and may not be suitable for a client's goals, objectives, and risk tolerance. An investment's value may be volatile, and any investment involves the risk that you may lose money.
- The value of a strategy's investments will vary in response to many factors, including adverse issuer, political, regulatory, market, or economic developments. The value of an individual security or a particular type of security can be more volatile than and perform differently from the market as a whole. Nearly all accounts are subject to volatility in non-U.S. markets, either through direct exposure or indirect effects on U.S. markets from events abroad, including fluctuations in foreign currency exchange rates and, in the case of less developed markets, currency illiquidity. Events such as natural disasters, pandemics, epidemics, and social unrest in one country, region, or financial market may adversely impact issuers in a different country, region, or financial market. Performance could be negatively impacted if the value of a portfolio holding were harmed by such political or economic conditions or events. Moreover, such negative political and economic conditions and events could disrupt the processes necessary for investment operations.
- Accounts that are tax-managed ("Taxable Accounts") invest generally in equity securities and are managed using investing techniques that seek to enhance after-tax returns, including, without limitation, harvesting tax losses and the potential deferral of capital gains. FIWA seeks to provide, consistent with the client-mandated investment guidelines, improved returns over the designated benchmark on an after-tax basis, including by considering the potential effects of capital gains when making investment decisions. The Accounts are actively managed for federal income taxes but are not managed in consideration of state or local taxes; foreign taxes; federal tax rules applicable to entities; or estate, gift, or generation-skipping transfer taxes. FIWA cannot guarantee the effectiveness of these investing techniques.
- Strategies that focus on sustainable investing may have fewer opportunities to implement available tax management techniques because of a more limited investment universe and therefore, investing in sustainable strategies could potentially result in significant tax consequences. Investing based on sustainability factors may cause an account to forgo certain investment opportunities available to accounts that do not use such criteria. Because of the subjective nature of sustainable investing, there can be no guarantee that criteria used by Fidelity or a third party, as applicable, in its sustainable strategies will reflect the beliefs or values of any particular account. Additionally, Fidelity relies upon information and data obtained through third-party reporting, which, if incomplete or inaccurate, could result in Fidelity imprecisely evaluating an issuer's practices with respect to material sustainability factors.
- Fidelity Brokerage Services LLC ("FBS"), an affiliate of FIWA, is a registered broker-dealer. FBS distributes FIWA's Accounts as a paid solicitor.
- Fidelity Institutional Wealth Adviser LLC ("FIWA") is a registered investment adviser and an indirect, wholly owned subsidiary of FMR LLC. FIWA provides customized separately managed account portfolios that consider tax effects for taxable clients. FIWA has retained the services of its affiliate, Fidelity Management & Research Company LLC ("FMR"), to manage these accounts, subject to FIWA's supervision and oversight.
- Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.