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INSIGHTS
An Advisor's Guide to Alternative Investments
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
INSIGHTS
An Advisor's Guide to Alternative Investments
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
Greater access to alternatives may spell more opportunity for your clients
Alternative investments may be an effective complement that can potentially expand the investment universe, enhance returns and income, and add diversification in your clients' portfolios. Since investors can now access new approaches to alternative exposures, it's a great time to learn more about this asset class.
86%
of institutions invest in alternatives, with most exposure in private assets
26%
of advisors invest in private assets, with an average allocation of 6%
Source: 2022 Fidelity Institutional Investor Innovation Study, May 2022 (institutions); October/November 2021 Fidelity Advisor Insights Survey; and The Cerulli Report—U.S. Alternative Investments 2022: Delivering Alternative Capabilities to Retail Investors (advisors). Market based on total assets and related metrics compiled in global indices, November 2022. Note: The summary above features data from several surveys; liquid and illiquid data usage do not sum. This analysis does not include digital assets, which Fidelity views as a type of alternative investment, given their shorter track records.
Educational Insights: Alternatives and More
To support your clients who are looking into adding alternatives to their portfolios, use Fidelity's resources to expand your knowledge about how these investments can potentially enhance returns, add income, or improve diversification.
Insights for Your Clients
Investor-friendly educational articles you can share with clients who want to make alternative investments part of their portfolios.
Related Resources
- Diversification does not ensure a profit or guarantee against a loss.
- Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing.
- These materials are for informational purposes only and are not intended to constitute a recommendation, investment advice of any kind, or an offer to buy or sell securities or other assets. Please perform your own research and consult a qualified advisor to see if digital assets are an appropriate investment option.