Fidelity Launches Turnkey Private Market Models

Fidelity expands alts access for wealth investors

Fidelity Investments is expanding its push into private markets with the launch of two new model portfolio suites for wealth managers, including exposure to private credit. The new turnkey model portfolios will give eligible registered investment advisers and broker-dealers access to private equity, private credit and private real estate. Wealth managers will be able to […] The post Fidelity expands alts access for wealth investors appeared firs…

Fidelity Rolls Out Private Market Model Portfolios with Alternatives for Advisors:

“The Next Phase of Portfolio Construction” (HedgeCo.Net) In the evolving landscape of wealth management, the line separating institutional and retail investing continues to blur. Over the past decade, institutional investors—pension funds, sovereign wealth funds, and endowments—have steadily increased their allocations to private markets, including private equity, private credit, and real assets. Meanwhile, traditional public markets have underg…

Fidelity Launches Turnkey Private Market Models

Fidelity debuts turnkey model portfolios with private equity, credit and real estate exposure for RIAs and broker/dealers