The firm adds six custom and two model offerings, including benchmark-aware and high-conviction equity approaches for wealth management firms.
Fidelity Investments (Fidelity) has expanded its institutional separately managed account (SMA) lineup with six new custom strategies and two model offerings for registered investment advisers (RIAs) and broker-dealer clients. Fidelity currently offers eight active equity model-delivered SMAs The additions combine Fidelity’s active management capabilities with personalisation and tax management features aimed at wealth management firms seeking scalable portfolio solutions. The n