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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 to 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.
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 more
To support your clients who are looking to add alternatives to their portfolios and 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.