CONTACT: Corporate Communications
(617) 563-5800
Fidelity Management Trust Company (FMTC)
Fact Sheet
OVERVIEW
Established in 1981, Fidelity Management Trust Company (FMTC) serves institutional investment businesses worldwide by managing assets for corporate and public employee retirement funds, endowments, foundations and other major institutions. FMTC also provides trustee services for large plan sponsors.
ASSETS AS OF MARCH 31, 2003
Total assets under management* $100.9 billion
Defined benefit $21.3 billion
Defined contribution* $55.1 billion
Other (including endowments and foundations) $24.5 billion
*Includes Stable Value product assets.
CLIENTS
Total clients 529
PRODUCTS AND SERVICES
Institutional asset management for:
Corporate and public-employee retirement funds
Endowments
Foundations
Commingled pools and separate accounts asset management for:
Active and risk-controlled equity portfolios
Fixed-Income portfolios
International equity portfolios
Alternative portfolios
Trustee services for large plan sponsors
Master Trustee Services
ORGANIZATION
President, Fidelity Management Trust Company Drew E. Lawton
LOCATION
Headquartered in Boston.
Overseas offices are in the United Kingdom, the Netherlands, Hong Kong, Japan and Australia.
 

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