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November 18, 2021

Fidelity Institutional announces new solution for structured investments

Fidelity Institutional has announced a new solution to provide structured investments for wealth management firms and registered investment advisors (RIAs).

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

The offering is provided through a collaboration with fintech firm SIMON Markets.

According to the company, the solution will help advisors in building client portfolios. The clients will receive access to structured investments through Fidelity’s advisor technology platform Wealthscape.

Structured investments are bank-issued notes and certificates of deposits that can offer returns based on the performance of an index or basket of securities.

Fidelity Institutional Fidelity Capital Markets president Thomas Tesauro said: “The integration with SIMON’s structured investment management platform through Wealthscape is a key differentiator for Fidelity.

“This offering provides our clients with a comprehensive solution to simplify their workflow and better manage their book of business.”

This digital solution will provide overview of current offerings across all of Fidelity’s issuers in one location with filtering and analysis features. The straight-through order processing will be powered by digital fixed income trading solution Fidelity Bond Beacon.

The offering will also offer educational and training material on structured investments for advisors among other benefits.

SIMON chief business development officer Joseph Giordano said: “With our shared vision of driving transparency, efficiency and growth, we look forward to working with Fidelity to help create more seamless and comprehensive wealth management for all and, by extension, deepening SIMON’s footprint in the RIA and intermediary spaces.”

Fidelity Institutional is a division of Fidelity Investment.

In September, Fidelity Investments appointed Joanna Rotenberg to lead its $4.1 trillion Personal Investing unit. The appointment became effective this month.

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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