Fidelity Expands Institutional SMA Product Line With 8 New Customized and Model Strategies

According to Odaily, Fidelity Investments announced the expansion of its institutional Separately Managed Account (SMA) product line, introducing 6 customized strategies and 2 model strategies for registered investment advisors (RIAs) and broker-dealer clients. The new offerings include Fidelity Institutional Tax-Managed Enhanced Equity and Tax-Managed Fundamental Equity strategies, covering large-cap core, growth, and value investment approaches.

Since launching its institutional custom SMA product line in 2022, Fidelity has grown its standardized SMA strategy offerings to 50 options. The company also introduced two additional equity model SMA strategies: Blue Chip Growth Focused Model SMA and Small Growth Focused Model SMA, bringing its total active equity model SMA offerings to 8.