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MODULE 2
Addressing Client Investment Objectives with Alternatives
Learn how you can align distinct client needs with specific types of alternatives to enhance portfolio diversification, manage risks, and achieve financial goals.
Explore how different alternative strategies can achieve client goals
When you're evaluating strategies through the lens of your clients' needs, it's essential to know the characteristics of a variety of strategies and the
benefits and risks of each. Module 2 in Fidelity's CE-accredited alternative investments course helps demystify alternatives and gives you a
framework that enables deeper client conversations.
Get answers to key questions, including
- How should I assess which clients are a good fit for investing in alternatives?
- Which traditional assets should I consider using to fund investments in private assets?
- Are there certain strategies better suited for high-net-worth clients?
- How will liquidity impact an allocation to alternatives?
ADVISOR GUIDE
Download our module 2 learning guide
Get a quick summary of the key themes from module 2 in our advisor learning guide. You'll find:
- A helpful at-a-glance table to address client liquidity needs
- An overview of the potential benefits and risks for each alternative investment type
Resources to support client conversations
Explore related insights from our library
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Research
Building portfolios with alternatives
Learn how private equity, private credit, private real assets and liquid alternatives can fit into client portfolios.
Perspective
Alternative Angles
A new podcast from Fidelity offering fresh perspectives on alternative assets for more informed portfolio decisions.
SPOTLIGHT
Welcome to Fidelity's Alternatives
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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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