Montanna Saltsman’s Post

Are you a financial advisor trying to learn more about effectively integrating digital assets into your clients’ portfolios? Register for this upcoming webinar hosted by Fidelity Digital Assets, featuring case studies and examples from real-world advisors: https://bit.ly/4dBoKIn There is also a live Q&A session during the call, so make sure to save your seat today!

“The challenge many advisors are facing is convincing an investor who is comfortable earning 5% in a money market fund to get back to a neutral allocation,” says Michael Scarsciotti, Head of Investment Specialists at Fidelity. https://bit.ly/3yENfW4 I just caught this new interview he gave with Adam Benjamin from etf.com discussing advisor trends from across the Fidelity platform. If this is a conversation you’re having with your clients, this video could be worth a watch.

Just caught this great podcast from Bloomberg featuring Fidelity’s Sonu Kalra, manager of Fidelity Blue Chip Growth Fund (FBGRX) and Fidelity Blue Chip Growth ETF (FBCG). Sonu shared some great insights on how he selects stocks and evaluates companies. Check out the full episode here: https://bloom.bg/4fZG4Zx For more information on pricing, risk, and performance for FBCG, click here: https://bit.ly/3yDn8yO For more information on price, risk, and performance for FBGRX, see here: https://bit.ly/3yGVu40

Happy 45th anniversary to Fidelity’s institutional business! Seeing these images from the 80s is quite the Fidelity throwback. While things might look a bit different these days, it’s all about staying nimble and delivering on client needs as we continue to support the evolving wealth management industry.

Have you or your clients ever wondered why ETFs tend to be more tax efficient than their mutual fund counterparts? One reason is that ETFs allow for in kind transactions between the issuer and large institutional investors, which can help reduce taxable capital gains within the fund. Check out this new insight from Fidelity that explains in simple terms how and why the ETF structure can result in fewer taxable events than a mutual fund. One lesser-known fact is that these potential benefits largely apply to actively managed strategies as well, so active ETF investors may find the best of both worlds. https://bit.ly/3WNwXn5

Check out this recent VettaFi article that examines the strategies used in Fidelity’s Multifactor ETFs: https://bit.ly/45WWnkV The portfolio managers try to identify high quality companies with attractive valuations that also exhibit positive momentum signals with less volatility than the broader market. The methodology used to locate these companies is pretty interesting, give the above article a read if you have a few minutes. Check out this link for more information on Factor investing at Fidelity: https://bit.ly/3zwOy9I

A recent VettaFi article found that as developed economies continued to stabilize in Q1, EAFE (Europe, Australia, and the Far East) stocks looked increasingly attractive relative to their U.S. peers based on their forward-looking price-to-earnings ratios: https://bit.ly/45HDHFW The article also notes that investors who believe U.S. stocks are too expensive may want to consider large-cap, international stocks. Check out this link to learn more about Fidelity’s new lineup of Enhanced ETFs: https://bit.ly/3xjTcam

Fidelity recently expanded its #ETF lineup with three new options-based ETFs! This article from VettaFi provides a good overview of the three new funds and how they operate: https://bit.ly/3QQL87d Bill Irving, head of Fidelity’s Asset Management Solutions said these funds, “broaden Fidelity’s liquid alts offering when we’re seeing increased client demand for downside protection and enhanced income while invested in equity markets.” Check out Fidelity’s new alternative investment capabilities, including these three new funds, here: https://bit.ly/3wKYISU

Congratulations to Women in ETFs on your 10 year anniversary and for all the work you do to create a more inclusive industry. I’m honored to have been a panelist at the event - looking forward to many more events in the future!