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STRATEGIES BY ASSET CLASS
Alternative investment strategies
Explore our broad range of alternative strategies across disciplines that can help institutional investors meet their investment objectives.
Deeper research reveals key insights and a wider range of opportunities
Fidelity cuts through the complexity of today's investing landscape to reveal a holistic view of global markets and insights that can allow institutional investors to act with clarity and conviction.
PODCAST SERIES
Alternative Angles: A new podcast series from Fidelity
Hear from leading portfolio managers and researchers as they discuss current market trends and emerging alts strategies to help you unlock new ways to drive portfolio returns.
INVESTING IDEAS
Emerging opportunities in real estate debt
Commercial real estate fundamentals look healthy outside of the office sector while sentiment has been improving.
Fidelity's unwavering commitment to alternative investments
"We remain committed to building a first-class alternative investment offering for institutional investors to meet their needs across choice, stability and performance. Listening closely to client needs helps to inform significant investments in building and scaling our alternatives business across investment talent, operational infrastructure, business development and more."
Our unique approach to hiring
"We invest for the long term by using an organic and phased approach by hiring best in-class talent to help us grow and understand evolving client needs. We deliberately build hire-by-hire and invite them to apply their unique expertise within our world-class infrastructure."
Deep research experience to better serve our clients
"Not only does our Direct Lending team share in multi-decades of experience having weathered a variety of market cycles, but we have access to excellent fixed income and equity research analysts. Our research analyst colleagues have deep industry expertise, which we believe affords us with an information advantage to better serve our clients."
Repeatable, robust diligence process
"We have a tenured history of investing in private companies spanning over 15 years and ~$30bn of total committed equity capital. This foundation has allowed us to build a repeatable, robust diligence process to select the most compelling investment opportunities."
Proven, experienced team to access top private equity managers
"We combine our private equity multi-strategy team’s decades-long years of experience with Fidelity’s proprietary quantitative and qualitative investment tools to invest in top-performing managers and construct diversified portfolios that balance risk and return."
Selectivity is key in the current Commercial Real Estate market
"The combination of a seasoned Real Estate investment team plus the broad capabilities of Fidelity allows us to identify attractive markets and attractive properties which is a good fit for the current Real Estate market."
Alternative investments research & insights
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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.
Investing Ideas
Finding extra yield potential in real estate mezzanine debt
Explore the potential for attractive risk-adjusted returns in a misunderstood part of the market, real estate mezzanine debt.
Investing Ideas
Bitcoin and digital assets: understanding the digital ecosystem
As interest in this emerging asset class grows, advisors may want to learn more about what makes bitcoin and other digital assets different.
Investing Ideas
Direct lending: Does borrower size matter?
A closer look at risk and returns. The rest of the story…
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.
Want to know more?
Contact Fidelity's institutional team today.
Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives, and risk tolerance. Investors should be aware that an investment's value may be volatile and any investment involves the risk that you may lose money.
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. Risks associated with alternative investments include: 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.
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.
The Chartered Financial Analyst (CFA) designation is offered by the CFA Institute. To obtain the CFA charter, candidates must pass three exams demonstrating their competence, integrity, and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management, and security analysis, and must also have at least 4,000 hours of qualifying work experience completed in a minimum of 36 months, among other requirements. CFA® is a trademark owned by CFA Institute.
Views expressed are as of the date indicated, based on the information available at that time, and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the authors and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.
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