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SPOTLIGHT
The advisor’s guide to digital assets
Find out more about digital assets and help your clients understand the reality and potential of cryptocurrencies.
Fidelity Distributors Company LLC or FIAM LLC do not offer direct exposure, clearing, or custody of digital assets. Information displayed herein is from various sources, including third parties. These resources are meant to be educational in nature, and not to endorse or recommend any cryptocurrency or investment strategy. Digital assets are speculative, highly volatile, can become illiquid at any time, and are for investors with a high risk tolerance. Investors in digital assets could lose the entire value of their investment.
Interest in digital assets is growing
With interest in digital assets likely to continue growing—and the whole area rapidly evolving—advisory and wealth management firms may benefit from building familiarity with this innovative financial instrument. You can help answer client questions by having an informed view of the past, present, and potential future of the overall digital assets ecosystem.
Fidelity's 2022 Institutional Investor Digital Assets Study found that:
58%
of all institutional investors surveyed globally invest in digital assets.¹
73%
of all financial advisors surveyed reported having an allocation to digital assets.¹
37%
of financial advisors surveyed globally have been investing in digital assets for less than 2 years.¹
Educational insights: cryptocurrency and more
Many investors and advisors have started to explore how digital assets work, especially those advisors who want to incorporate them into their investment practice. These Fidelity resources can help you expand your knowledge on the subject.
INVESTING IDEAS
The case for bitcoin
A research-based framework may help investors understand bitcoin’s unique features and risk/return characteristics as an alternative investment within a multi-asset class portfolio, and the potential role of a small allocation.
RESEARCH
NOTE: Bitcoin first revisited
We outline bitcoin's unique characteristics, why they make bitcoin fundamentally different from other digital assets, and why this is important for investors to consider.
RESEARCH
NOTE: The omnibus model for custody
In this piece we describe the origins of the omnibus custody model in traditional finance and its application to digital assets.
RESEARCH
NOTE: Ethereum investment thesis
In this piece, we consider how utility translates into value for ether the token.
RESEARCH
NOTE: Revisiting persistent bitcoin criticisms
In this piece, we address common Bitcoin criticisms and misconceptions, some legitimate, some debunked.
RESEARCH
NOTE: Understanding proof-of-work
The purpose of this paper is to more fully explain bitcoin mining, or "proof-of-work," and to show how this feature is linked to several properties of bitcoin.
Perspective
Bitcoin and digital assets: Understanding the digital ecosystem
As interest in this emerging asset class grows, advisors may want to learn more about what makes bitcoin and other digital assets different.
PERSPECTIVE
The Intersection of Cryptocurrency and Wealth Management: What Advisors Need to Know
Get a foundational understanding of the different ways that investors commonly gain exposure to digital assets, along with some important factors to consider when evaluating and selecting those options.
RESEARCH
Ethereum Primer*
Advancing blockchain with smart contracts and decentralized applications.
RESEARCH
NOTE: Bitcoin as an aspirational store of value revisited
In this updated piece, we revisit the view that bitcoin is an aspirational store of value.
RESEARCH
Considerations for including bitcoin in investment portfolios
Research from Fidelity Institutional Wealth Adviser evaluates bitcoin's potential benefits and risks, and provides a framework for asset allocation questions.
NOTE: This content was prepared by Fidelity Digital Asset Services, LLC, a limited liability trust company chartered by the New York Department of Financial Services (NMLS ID 1773897).
Digital assets in practice
Find out how investors, wealth management firms, and institutional investors are using digital assets with Fidelity's primary and secondary research.
NOTE: This content was prepared by Fidelity Digital Asset Services, LLC, a limited liability trust company chartered by the New York Department of Financial Services (NMLS ID 1773897).
Insights for your clients
Share these investor-friendly articles with clients who are interested in making cryptocurrency part of their portfolios.
RESEARCH
What is a spot bitcoin ETP?
What you need to know about these unique assets.
RESEARCH
What is cryptocurrency?
Cryptocurrency could disrupt traditional financial systems. Learn the basics here.
RESEARCH
What to consider when buying crypto
Explore key considerations for your portfolio.
PERSPECTIVE
How bitcoin may impact your portfolio
Evaluating bitcoin's potential benefits and risks.
PERSPECTIVE
Fitting cryptocurrency into your estate plan
There are steps that can be taken to help transfer this novel asset to loved ones.
RESEARCH
Crypto tax guide
Learn how crypto is taxed and how you might be able to manage the impact.
RESEARCH
Investing in Bitcoin: What to consider
A closer look at the cryptocurrency's top criticisms and their counterarguments.
RESEARCH
Ways to invest in crypto
Learn how crypto investment vehicles work.
RESEARCH
What to look for in a crypto custodian
Factors to consider for crypto assets.
Want to know more?
Let's talk about digital assets.
SPOTLIGHT
An advisor's guide to alternative investments
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
INSIGHTS
Embracing investment evolution
Explore how product innovations & technology advances help advisors balance performance goals with personalized client preference to embrace investment evolution.
STRATEGIES
Digital assets
As interest in digital assets grows, explore exclusive insights, resources, and our expanding lineup of investment offerings from Fidelity.
Explore more insights
These materials are for informational purposes only and are not intended to constitute a recommendation, investment advice of any kind, or an offer to buy or sell securities or other assets. Please perform your own research and consult a qualified advisor to see if digital assets are an appropriate investment option.
Digital assets are speculative and highly volatile, can become illiquid at any time, and are for investors with a high risk tolerance. Investors in digital assets could lose the entire value of their investment.
The price of bitcoin is volatile, and market movements of bitcoin are difficult to predict. Supply and demand changes rapidly and is affected by a variety of factors, including regulation and general economic trends.
Bitcoin exchanges may suffer from operational issues, such as delayed execution. Digital asset exchanges have been closed due to fraud, failure, or security breaches. Assets that reside on an exchange that shuts down or suffers a breach may be lost.
Several factors may affect the price of bitcoin, including, but not limited to: supply and demand, investors' expectations with respect to the rate of inflation, interest rates, currency exchange rates, or future regulatory measures (if any) that restrict the trading of bitcoin or the use of bitcoin as a form of payment.
There is no assurance that bitcoin will maintain its long-term value in terms of purchasing power in the future, or that acceptance of bitcoin payments by mainstream retail merchants and commercial businesses will continue to grow. Bitcoin is created, issued, transmitted, and stored according to protocols run by computers in the bitcoin network. It is possible the bitcoin protocol has undiscovered flaws that could result in the loss of some or all assets. There may also be network-scale attacks against the bitcoin protocol, which result in the loss of some or all of assets. Advancements in quantum computing could break bitcoin's cryptographic rules.
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