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ASSET MANAGERS Fixed Income
FIDELITY INVESTMENTS
Fidelity Bond Beacon ®
Fidelity Investments added new features and expanded access to Fidelity Bond Beacon®, a Fidelity Investments® solution designed to provide wealth management firms with a comprehensive platform to manage all aspects of fixed-income investing. Fidelity Bond Beacon®, which was first offered to a subset of Fidelity Investments clients in August 2020, began to roll out to all client segments in 2022, and provides advisors with increased visibility into the bond market. Fidelity deepened Bond Beacon’s capabilities and added new
features to provide advisors, broker dealers, and family offices with even more insight to manage and construct fixed-income portfolios.
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With assets under administration of $10.3 trillion, including discretionary assets of $3.9 trillion as of December 31, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs nearly 68,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
www.fidelity.com/about-fidelity/our-company
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WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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