Fidelity Investments has announced two new suites of turnkey model portfolios and an expanded set of educational resources to better support wealth management firms as they seek to understand and implement alternative investments in their practices.
The two new suites of turnkey model portfolios are designed to provide exposure to private markets, bringing an off-the-shelf solution to eligible wealth management firms. Fidelity Model Portfolios with Private Markets, versioned for I and Z share classes, and Fidelity Model Portfolios with Private Markets – ETF Focused are multi-asset class, open-architecture model portfolios that bring diversified exposure across private equity, private credit and private real estate. These new offerings are currently available to eligible registered investment advisers (RIAs) and broker-dealers via Envestnet, a provider of adaptive wealthtech for financial advisers, and will be available on additional platforms in the coming months.
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