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Fidelity expands support for financial advisors interested in alternative investments
Other - MARCH 6, 2024

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Fidelity expands support for financial advisors interested in alternative investments

by Lewis Dayton

Fidelity has expanded its capabilities to support financial advisors’ adoption of alternative investments by launching a proprietary research portal of third-party alts strategies and by expanding its thought-leadership library focused on customer exposure to alts.

More than half of advisors in recent Fidelity surveys cite due diligence of underlying strategies and managers as barriers for investing in intermittent liquidity and illiquid alts, and say that communicating the strategy to their clients is a barrier when investing in alts.

“Alternative investments are becoming more widely accessible, but many advisors lack the resources to determine how to incorporate them in their portfolios,” said Darby Nielson, chief investment officer within the Fidelity Institutional group. “Fidelity is committed to providing advisors with the tools and resources they need to make informed decisions and excel in the alts space, helping investors reach their financial goals.”

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