03.03.26
Fidelity Rolls Out Private Markets Model Portfolios With Alts Education for Advisors
by: Leo Almazora
Fidelity Investments has launched two private markets model portfolio suites for registered investment advisors and broker-dealers, distributed through Envestnet, to help advisors add private equity, private credit and private real estate exposure at scale. The open-architecture, multi-asset models blend active and passive strategies, include Fidelity and third-party funds, exchange-traded funds, interval funds and tender-offer funds, and require $100,000 minimums. Fidelity is also introducing an education program, Alternative Navigator, to guide advisors on incorporating alternatives into client portfolios, as rising interest in alts coincides with increased scrutiny and redemption pressures in parts of the private credit market.
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