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ALTERNATIVES
Liquid Alternatives
Liquid alternatives include a broad range of strategies across asset classes and investment styles. These funds can fulfill a variety of roles in investor portfolios, offering potential opportunities for return enhancement, diversification* or downside protection.
Why liquid alternatives?
Liquid alternatives invest in public markets, but leverage non-traditional investment styles, such as long/short investing. This approach can help drive more consistent outcomes across a range of evolving market environments and improve a portfolio's overall diversification.
Enhance return potential
Liquid alternatives strive to deliver favorable risk-adjusted returns regardless of market cycles.
Diversify
This category provides exposure that has low to negative correlation to traditional stocks and bonds.
Defend
Some liquid alternatives can help manage portfolio volatility and cushion drawdowns by use of derivatives and hedging.
Why Fidelity for liquid alternatives
Fidelity offers a range of strategies through liquid, transparent vehicles that are grounded in our specialized investment expertise and built for market adaptability.
Versatile solutions
Our diverse lineup of liquid alternative strategies can be used in multiple ways to complement traditional portfolios, address gaps, and adapt to ever-changing market conditions.
Expertise at scale
Our strategies are managed by tenured, specialized investment teams and supported by a platform designed to deliver insights and disciplined execution.
Efficient access
Our solutions, available through mutual funds and ETFs, provide flexible, cost-effective access to a broad spectrum of investment opportunities.
Investment products
Explore Fidelity’s diverse lineup of liquid alternative products, each tailored to support distinct portfolio goals.
Active alternative ETFs
Fidelity’s active alternative ETFs combine the flexibility of the ETF wrapper with outcome-oriented alternative investment strategies.
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Active alternative mutual funds
Fidelity’s active alternative mutual funds pair alternative investment strategies with the convenience of the mutual fund vehicle to help investors achieve desired investment outcomes.
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Commodity interest trading involves substantial risk of loss. Past performance is not indicative of future results.
*Diversification does not ensure a profit or guarantee against a loss.
*Diversification does not ensure a profit or guarantee against a loss.
Liquid alternatives insights from Fidelity
Hear from Eric Granat, liquid alternatives portfolio manager.
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Research & insights
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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.
Investing Ideas
Liquid alternatives: The power of equity options-based strategies
Thoughtfully designed and well-executed equity options-based strategies are outcome focused investments that allow investors to remain invested while mitigating downside risk, reducing volatility, or generating income.
Investing Ideas
Managed futures as a powerful portfolio diversifier
This alternative investment style, in use for decades, has become an increasingly important tool for investors seeking to enhance diversification and improve overall portfolio resilience.
Want to know more?
Let’s talk about alternative investment solutions for your clients.
Browse more types of alternatives
Private credit
Seeks to provide higher income and/or total returns versus public credit markets by investing in privately negotiated loans, bonds, or other below-investment-grade debt instruments.
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Digital assets
Seeks to provide growth and diversification by investing in digital assets, such as cryptocurrencies like bitcoin and ether.
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Private equity
Seeks to provide enhanced long-term capital appreciation by investing in the equity of private, non-traded companies and helping them optimize operations to drive future growth.
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Liquid alternatives
Seeks to diversify and manage risk by generating less correlated returns using a combination of stocks, bonds, commodities, currencies, leverage, and derivatives.
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Fidelity Diversifying Solutions LLC (“FDS”) is a registered investment adviser, registered commodity pool operator and registered commodity trading advisor. FDS is an indirect, wholly owned subsidiary of FMR LLC.
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, re al 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.
Commodity interest trading involves substantial risk of loss.
Digital assets are speculative and highly volatile, and their market movements are very difficult to predict. Investors also face other risks, including significant and negative price swings, flash crashes, and fraud and cybersecurity risks. Digital assets may also be more susceptible to market manipulation than securities. They 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.
Fidelity Diversifying Solutions LLC (“FDS”) is a U.S. registered investment adviser, and CFTC registered commodity pool operator and registered commodity trading advisor. FDS is an indirect, wholly owned subsidiary of FMR LLC. Products and services may be presented by Fidelity Distributors Company LLC (FDC), a non-exclusive financial intermediary affiliated with FDS and compensated for such services.
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