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MODULE 2
Addressing client investment objectives with alternatives
Learn how you can align distinct client needs with specific types of alternatives to enhance portfolio diversification, manage risks, and achieve financial goals.
Explore how distinct alternative strategies can achieve client goals
When you're evaluating strategies through the lens of your clients' needs, it's essential to know the characteristics of a variety of strategies and the
benefits and risks of each. Module 2 in Fidelity's CE-accredited alternative investments course helps demystify alternatives and gives you a
framework that enables deeper client conversations.
Get answers to key questions, including
- How the most common strategies work when investing in private equity and private credit
- What the potential benefits, risks, and liquidity considerations are for each strategy?
- How alternative strategies may compare to public assets?
- Which clients may benefit—and how to introduce the strategies to them?
Ready to get started?
Access the course today.
ADVISOR GUIDE
Download our module 2 learning guide
Get a quick summary of the key themes from module 2 in our advisor learning guide. You'll find:
- A helpful at-a-glance table to address client liquidity needs
- An overview of the potential benefits and risks for each alternative investment type
Resources to support client conversations
Explore related insights from our library
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Investing Ideas
Considerations when implementing
alternative investments in multi-
asset class portfolios
Fidelity has developed a framework for allocating to alternative investments based on proprietary research that outlines suggested portfolio mixes across the liquidity spectrum.
Investing Ideas
An introduction to interval funds
An investment vehicle for alternative investments
Perspective
Alternative Angles
A new podcast from Fidelity offering fresh perspectives on alternative assets for more informed portfolio decisions.
MODULE 3
Addressing Client Investment Objectives with Alternatives
Learn how you can align distinct client needs with specific types of alternatives to enhance portfolio diversification. manage risks, and achieve financial goats.
SPOTLIGHT
Fidelity's Alternative
Navigator℠
Navigator℠
A dedicated education program designed to strengthen your understanding of alternatives and help you deliver greater value to your clients.
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, real 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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