Fidelity’s latest move into the alternative investments space is a game-changer for advisors looking to diversify their clients’ portfolios. With the launch of a new research portal on Wealthscape, Fidelity is making it easier for advisors to access and evaluate third-party registered alternative investment strategies.
According to Fidelity’s research, many advisors struggle with the due diligence and research aspects of incorporating alternative investments into their portfolios. With more than half citing barriers related to evaluating underlying strategies and managers, Fidelity’s new research portal aims to bridge this gap and provide advisors with the tools they need to navigate the complex world of alts.
This latest development is part of Fidelity’s broader strategy to expand its presence in the alternative investments space. With more than $70 billion in alternative investment assets under administration, Fidelity is committed to providing advisors with the resources they need to succeed in the alts space.
By offering easy access to research on private credit, private real assets, and private equity funds, Fidelity is empowering advisors to make informed decisions and help their clients reach their financial goals. With integrations with third-party alts platforms like CAIS and iCapital, Fidelity is positioning itself as a key player in the alternative investments industry.
Overall, Fidelity’s latest move underscores the growing importance of alternative investments in today’s market and highlights the need for advisors to stay ahead of the curve. As the demand for alts continues to rise, Fidelity’s research portal is a valuable resource that can help advisors navigate this complex and evolving landscape with confidence and success.
