Fidelity Investments Private Equity Offers Diversified Investment Solutions

Fidelity Investments Private Equity offers a range of diversified investment solutions to help you achieve your financial goals. With a long history of investing in private equity, Fidelity has developed a deep understanding of the market and a robust investment process.

Fidelity's private equity team has invested in over 1,000 companies across various industries, with a focus on growth-stage investments. This expertise allows them to identify and capitalize on emerging trends and opportunities.

Fidelity's private equity offerings include a range of strategies, such as buyout, growth equity, and mezzanine debt investments. These strategies allow investors to choose the level of risk and return that best suits their needs.

Fidelity's private equity team is comprised of experienced investment professionals who have a proven track record of delivering strong returns to investors.

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Fidelity's alternative investments platform has been built over 75+ years of market leadership, combining global talent and expertise.

Fidelity builds its alternatives business hire by hire, growing organically, which is an approach that has been in place for over 75 years.

The firm remains committed to building a first-class alternative investment offering for institutional investors, prioritizing choice, stability, and performance.

Fidelity has more than $70 billion in alternative investment assets under administration.

The company has launched a range of alternative investment products, including 14 collective investment trust investment vehicles, the Fidelity Multi-Strategy Credit Fund, and the Fidelity Private Credit Fund.

Fidelity has also introduced a research portal for advisors, covering private credit, private real assets, and private equity funds, to help them evaluate and compare alternative investment strategies.

The firm's approach to private equity and venture capital can help enhance long-term capital appreciation and provide diversification by accessing a growing universe of private funds and companies.

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Fidelity's investment strategies for private equity include private credit, private real assets, and private equity funds. These strategies are now available through Wealthscape, Fidelity's platform for advisors.

Advisors can evaluate and compare alternative investment strategies using Fidelity's research portal, which covers private credit, private real assets, and private equity funds. This research is designed to help advisors overcome due diligence challenges.

Fidelity has found that investment manager research and due diligence are key hindrances to advisors' adoption of alternative investments. More than half of advisors cite due diligence of underlying strategies and managers as barriers when investing in intermittent liquidity (53%) and illiquid (55%) alternative investments.

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Fidelity's direct lending team leverages the firm's proprietary research and credit platform on behalf of clients.

This approach allows for a more personalized and tailored investment strategy, as the team can access and analyze a wide range of data to make informed decisions.

The proprietary research and credit platform is a key differentiator for Fidelity's direct lending team, enabling them to stay ahead of the curve and identify potential opportunities that may not be available through other investment channels.

By leveraging this platform, Fidelity's clients can benefit from a more efficient and effective investment process, with the potential for higher returns and reduced risk.

Fidelity offers a range of liquid alternatives solutions, including investments in stocks, bonds, currencies, and commodities.

Fidelity's liquid alternatives solutions provide diversification, enhanced returns, and more. This can be a great way to add some extra stability to your investment portfolio.

You can explore the breadth of Fidelity's liquid alternatives solutions through their platform, Wealthscape. This is a great resource for advisors and investors alike.

Fidelity has more than $70 billion in alternative investment assets under administration, demonstrating their commitment to the space.

In the current Commercial Real Estate market, selectivity is key. This means being choosy about which markets and properties to invest in.

Fidelity's broad capabilities, combined with a seasoned Real Estate investment team, allow them to identify attractive opportunities that fit the current market.

Fidelity offers a range of alternative investment solutions, including private equity, private credit, and private real assets, which can be added to a portfolio to expand the investible opportunity set.

The research portal on Fidelity's Wealthscape platform covers private credit, private real assets, and private equity funds, enabling advisors to evaluate and compare alternative investment strategies.

Fidelity has more than $70 billion in alternative investment assets under administration, and its platform includes integrations with third-party alts platforms CAIS and iCapital.

Advisors can access Fidelity's liquid alternatives solutions, including investments in stocks, bonds, currencies, and commodities, to explore tailored solutions.

Consider reading: What Are Alternative Investments Private Equity

Fidelity's private credit platform is uniquely positioned to potentially provide higher income and/or total returns versus public credit markets.

Fidelity has launched a research portal for advisors to evaluate and compare alternative investment strategies, including private credit.

This platform, available through Wealthscape, covers private credit, private real assets, and private equity funds.

More than half of advisors cite due diligence of underlying strategies and managers as barriers when investing in intermittent liquidity alts, and Fidelity's research aims to address this issue.

Fidelity has more than $70 billion in alternative investment assets under administration, and its platform includes integrations with third-party alts platforms CAIS and iCapital.

Fidelity has launched various alternative investment products, including the Fidelity Private Credit Fund, a business development company.

These products demonstrate Fidelity's commitment to providing advisors with a range of alternative investment options.

The Fidelity Private Credit Fund offers a closed-end interval fund, providing advisors with a potentially more stable investment option.

Fidelity's private credit platform can potentially provide higher income and/or total returns versus public credit markets, making it an attractive option for advisors looking to diversify their clients' portfolios.

Fidelity's research and product offerings in private credit are designed to help advisors navigate the complexities of alternative investments and make informed decisions for their clients.

Fidelity's alternatives platform is a leading solution that combines global talent with 75+ years of market leadership.

The platform covers private credit, private real assets, and private equity funds, allowing advisors to evaluate and compare alternative investment strategies.

Fidelity has more than $70 billion in alternative investment assets under administration.

The research is available through Wealthscape, Fidelity's platform for advisors, and addresses key hindrances to advisors' adoption of alts products.

Investment manager research and due diligence are key barriers to advisors' adoption of alts products, with over half of advisors citing due diligence of underlying strategies and managers as barriers.

Fidelity has launched several collective investment trust investment vehicles that include 5% exposure to direct real estate and have the option to include other alts assets.

The platform includes integrations with third-party alts platforms CAIS and iCapital.

Fidelity's uniquely positioned credit platform can potentially provide higher income and/or total returns versus public credit markets.

Private assets can be added to a portfolio, including investments in private equity, private credit, and private real assets, to significantly expand the investible opportunity set versus public markets alone.

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Investing in private equity involves taking on unique risks that can be mitigated with proper risk management.

Alternative investments, including private equity, may have a different risk profile compared to traditional investments. This includes risks such as risk of loss, illiquidity, and volatility.

Investors should carefully review the risk disclosures and liquidity terms in the fund's prospectus or other offering documents before investing.

Private market alternatives, like those found in private equity, are generally considered illiquid because they may require capital to be "locked up" for a period of years.

Investors should be aware that intermittently liquid and illiquid alternatives may offer the potential for higher returns, referred to as the "illiquidity premium."

Before investing, it's essential to understand the liquidity of the fund and the underlying assets within it, as this can impact your ability to sell or access your investment.

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Before investing in Fidelity's private equity options, it's essential to understand the basics.

First, consider the investment objectives of the funds you're interested in. This will help you determine if they align with your goals and risk tolerance.

Fidelity offers various investment products, including variable investment products and exchange-traded products.

To get started, contact Fidelity to request a prospectus or a summary prospectus, if available, or an offering statement.

Carefully review this information to understand the risks, charges, and expenses associated with each investment.

This due diligence will help you make an informed decision about investing in Fidelity's private equity options.

Fidelity remains committed to building a first-class alternative investment offering for institutional investors.

This commitment is driven by a desire to meet the needs of clients across choice, stability, and performance.

Fidelity listens closely to client needs to inform significant investments in its alternatives business.

Investments are made in building and scaling the business across investment talent, operational infrastructure, business development, and more.