Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two new all-ETF model portfolio suites. According to Fidelity’s Portfolio Construction Insights, advisers continue to increase their ETF allocations with 53 percent of advisers’ portfolios leveraging the vehicle as of Q4 2024, up from 44 percent in 2023. In fact, the number of investments in unique ETFs within Fidelity Custom Model Portfolios more than doubled1 between 2022 and 2024, further signaling amplified interest from adviser.
Fidelity Target Allocation ETF Model Portfolios and Fidelity Target Risk ETF Model Portfolios are designed for various risk profiles with goals ranging from capital preservation to aggressive growth. They are available on a variety of platforms, including zero cost options such as Fidelity Managed Account Xchange Essentials (FMAX Essentials), Envestnet’s RIA Marketplace, 55ip and SMArtY.
Aligned with Fidelity’s commitment
