Fidelity has launched Wealthscape. Advisers can review research on various private credit, private real assets, and private equity funds to evaluate and compare a wide range of alternative investment strategies.
Fidelity is also expanding its library of alts thought leadership and insights for wealth management firms with the release of Evaluating Alternative Investment Strategies.
At a time when alts strategies are rapidly evolving, advisors are looking for additional resources to evaluate these investment opportunities. Fidelity’s surveys found that:
More than half of advisors (54 percent) indicate investment manager research as the most important attribute to begin or expand usage of alternative investments.
More than half of advisors cite due diligence of underlying strategies and managers as barriers when investing in intermittent liquidity (53 perc