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MODULE 3
Deep dive into alternative investing strategies
Explore the world of alternative investment strategies with comprehensive insights into private equity, private credit, real assets, and liquid alternatives.
Gain a clear understanding of the opportunities and trade-offs across alternative categories
Explore the evolving world of alternative investing with clear, practical insights into the risks and benefits of investing in private equity, private credit, real assets, and liquid alternatives—and how each can play a role alongside traditional investments.
Get answers to key questions, including:
- How the most common strategies work when investing in private equity and private credit
- What the potential benefits, risks, and liquidity considerations are for each strategy?
- How alternative strategies may compare to public assets?
- Which clients may benefit—and how to introduce the strategies to them?
Ready to get started?
Self-guided course coming soon.
ADVISOR GUIDE
Download our module 3 learning guide
Get a quick summary of the key themes from module 3 in our advisor learning guide. You'll find:
- A useful chart comparing the returns and risks of each strategy
- Helpful questions to ask clients to start an alternative investing conversation
- Charts to help understand the logistics of each sub asset class
Resources to support client conversations
Explore related insights from our library
View all
Investing Ideas
Evaluating alternatives in multi-asset class portfolios
Fidelity Institutional Wealth Adviser (FIWA) explores the structural differences between alternative and traditional asset classes, highlighting the critical importance of manager research for alternative strategies.
Research
Building portfolios with alternatives
Learn how private equity, private credit, private real assets and liquid alternatives can fit into client portfolios.
Research
Alternative investments—finding the best “fit”
Fidelity Institutional Wealth Adviser (FIWA) has developed a research framework to evaluate vehicle structures that may help advisors in their alternative portfolio construction decision-making.
Evaluating the impacts of illiquidity on portfolios allocating to private assets
Fidelity Institutional Wealth Adviser (FIWA) has developed a proprietary, research-driven liquidity analysis framework to help advisors and their clients to consider when implementing alternative investments.
Don’t call it a comeback: Improving portfolio durability with liquid alternative strategies
Fidelity Institutional Wealth Adviser (FIWA) has developed a proprietary, research-driven liquidity analysis framework to help advisors and their clients to consider when implementing alternative investments.
PERSPECTIVE
Alternative Angles
A new podcast from Fidelity offering fresh perspectives on alternative assets for more informed portfolio decisions.
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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