SPOTLIGHT
An advisor's guide to alternative investments
Boost your alternatives knowledge and discover how allocating to these investments may help strengthen your clients' portfolios.
Could alternatives uncover new opportunities for your clients?
Alternative investments can potentially expand your clients’ investment universe, enhance returns and income, and add diversification to portfolios. As alternative exposures become more accessible, it's a great time to expand your knowledge of this asset class.
24%
Average institutional investor alternatives allocation
6%
Average advisor-sold alternatives allocation
Source: FI Market & Competitive Intelligence, Cerulli US Alternative Investments 2023, Cerulli Intermediary Distribution 2023, FI Institutional Investor Innovation Study 2023, Broadridge GMI Institutional. Retail represents professional managed retail assets.
Educational insights: alternatives and beyond
Leverage Fidelity's resources to learn more about alternative investments and how they can potentially enhance your clients’ portfolios.
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.
PRODUCT STRATEGY
Searching for yield
Learn more about the market tailwinds supporting direct lending.
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.
RESEARCH
Considerations when implementing alternative investments in multi-asset class portfolios
Utilize Fidelity’s framework for allocating to alternative investments based on proprietary research outlining suggested portfolio mixes across the liquidity spectrum.
PRODUCT STRATEGY
Preparing for a changing credit cycle
Uncover reasons why higher rates may eventually lead to increased distressed investment opportunities.
RESEARCH
Emerging opportunities in real estate debt
Commercial real estate fundamentals look healthy outside of the office sector while sentiment has been improving.
RESEARCH
Alternative risk premia: Building blocks for resilient portfolios
Explore how alternative risk premia offers potential for attractive and durable returns, and how they can be harvested through quantitative, rules-based, long-short investment strategies.
RESEARCH
Evaluating alternatives in multi-asset class portfolios
Fidelity Institutional Wealth Adviser explores the opportunities among alternative and public asset classes, highlights the critical importance of manager research, and shares an approach to due diligence for illiquid alternative strategies.
PRODUCT STRATEGY
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
Convertible Arbitrage: Offering Niche Alpha and Diversification
Convertible arbitrage can offer asset allocators the opportunity to diversify traditional and alternative exposures, tap into idiosyncratic sources of alpha and potentially take advantage of market volatility.
Research
Alternative risk premia: Style selection for investment objectives
Fidelity’s ARP framework emphasizes construction of more focused peer groups of styles than are available in traditional ARP benchmarks to assess the risk and return profile of premia for use in portfolio design.
INVESTING IDEAS
Private companies disrupting the world
Why now may be an opportune time to invest in venture capital.
RESEARCH
Evaluating alternatives: a case study
Fidelity Institutional Wealth Adviser illustrates the importance of manager research capabilities when investing in alternatives.
INVESTING IDEAS
Integrating private equity with traditional portfolios: Manager dispersion favors a diversified approach
Fidelity's multi-manager approach to private equity, supported by research, offers access to a broader investment universe and significant potential to add value through manager selection.
RESEARCH
Building portfolios with alternatives
Learn how private equity, private credit, private real assets and liquid alternatives can fit into client portfolios.
INVESTING IDEAS
Direct lending: Does borrower size matter?
A closer look at risk and returns. The rest of the story…
Insights for your clients
Share our investor-friendly educational articles with clients who want to make alternative investments part of their portfolios.
INVESTING IDEAS
What investors need to know about alternative investments
Alternative investments cover a wide variety of investment strategies beyond stocks, bonds, and cash.
INVESTING IDEAS
Alternative investing myths and realities
Learn about the myths and realities of alternative investing to understand if alternatives have a role in your portfolio.
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.
INVESTING IDEAS
Understanding liquid alternatives
Dig deeper into resources for investors looking for diversification beyond traditional asset allocation.
INVESTING IDEAS
What role can alternative investments play in a portfolio?
Going beyond stocks and bonds may provide a broad range of benefits.
SPOTLIGHT
Alternative Angles
A new podcast from Fidelity offering fresh perspectives on alternative assets for more informed portfolio decisions.
PORTFOLIO CONSTRUCTION
Unlock portfolio insights
Explore current and previous portfolio construction data and stay up to date on the latest investment portfolio insights from Fidelity.
INVESTMENT SOLUTIONS
Check out more alternative investment strategies
Discover new investment opportunities with Fidelity’s expanding lineup of alternative investments.
Explore more insights
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.
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