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Today’s advisors face pressure to build portfolios that minimize cost and generate the most value. Looking beyond fees and understanding how active and passive funds are structured can help. Explore what to consider when looking to effectively mix performance and safety features in a portfolio, including when active management may offer potential benefits.
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Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. We focus on meeting the unique needs of a diverse set of customers: helping more than 32 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 financial advisory firms with investment and technology solutions to invest their own clients’ money.