Investing Ideas

Allocations to alternative investments

Proprietary Fidelity research explores alternatives through a financial advisor lens.

By: Fidelity Investments
Updated: 8/10/2023
Alternatives are generally defined as investments that are distinct from traditional portfolio holdings, such as stocks, bonds, and cash. Historically, alternatives were largely accessible only to institutions, which is no longer the case. Asset managers have accelerated their efforts to offer new investment vehicle structures that enable broader access to private markets.
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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.

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