MODULE 1
Introduction to alternative investments
Discover the potential benefits and opportunities this asset class can offer—and the types of alternatives that can enhance traditional portfolios.
Looking for a deeper understanding of alternatives and how they might help you better target your clients' needs and goals? Module 1 in Fidelity's CE-accredited alternative investments course provides the foundation you need to enhance your knowledge and translate these concepts easily to your clients.
Get answers to key questions, including:
- How can alternatives help address clients' investment challenges?
- What are the different types of alternative investments?
- How do I communicate the potential benefits of alternatives to my clients?
- How can I integrate alternatives into traditional investment portfolios?
- What role can alternatives play in helping me grow my business?
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Use this resource to help reinforce key themes and topics from the Introduction to Alternative Investments module. You'll find.
- Charts illustrating how each alternative investment type can address client goal
- An at-a-glance table featuring descriptions and examples of alternative investment categories
- A helpful FAQ to guide client conversations
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Learn how you can align distinct client needs with specific types of alternatives to enhance portfolio diversification, manage risks, and achieve financial goals.
Boost your alternatives knowledge and discover how allocating to these investments may help strengthen your clients' portfolios.
Discover what alternative investments are, their types, benefits, risks, and how financial advisors can integrate them into client portfolios.
Alternative investments are investment products other than the traditional investments of stocks, bond, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, hedge funds, private equity, private debt, commodities, real estate, and promissory notes. Some of the risks associated with alternative investments are: Alternative investments maybe relatively illiquid. It may be difficult to determine the current market value of the asset. There may be limited historical risk and return data. A high degree of investment analysis maybe required before buying. Costs of purchase and sale may be relatively high.