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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.
Learn how alternative investments can help your clients—and your business
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?
Contact your Fidelity representative to get access to module 1
Advisor guide
Interested in a preview? Download the module 1 learning guide
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
Resources to support client conversations
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INVESTING IDEAS
Alternative investments and their roles in multi-asset class portfolios
Many investors look to alternatives to broaden the investment opportunity set and help enhance a portfolio's returns, manage downside risk, and improve diversification.
INVESTING IDEAS
An introduction to interval funds
Leverage this educational piece on interval funds to highlight the investment structure, key considerations, and purpose of the investment vehicle.
RESEARCH
A study of allocations to alternative investments by institutions and financial advisors
Learn more about trends by segment and strategies regarding allocations to alternatives.
SPOTLIGHT
Welcome to Fidelity's alternative investments education program
Deepen your knowledge of alternative investments and add more value for clients with our multi-part alternative investments education program.
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.
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