RESEARCH

Building portfolios with alternatives

Fidelity Institutional Wealth Advisers' (FIWA) perspective on how to adopt and implement alternatives across varying client liquidity spectrums and needs.

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A framework for advisors to use when considering an allocation to private equity, private credit, private real assets, and/or liquid alternatives.

The role of alternatives

Learn why alternatives may add diversification, return enhancement, and downside protection to client portfolios.

Client profiling

Determine a client's ability and willingness to incorporate alternatives based on their investment objectives, risk tolerance, and liquidity needs.

Target asset mixes

Utilize a liquidity analysis and portfolio construction methodology that considers low, medium, and high client liquidity needs.

Case studies

See examples that demonstrate how to match investor profiles to an asset mix.

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Download the eBook: Building portfolios with alternatives.

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Explore more on:
Asset allocation Liquid alternatives Private credit Private equity Real estate

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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.
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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.
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Evaluating alternatives in multi-asset class portfolios
Fidelity Institutional Wealth Adviser (FIWA) explores the structural differences between alternative and traditional asset classes, highlighting the critical importance of manager research for alternative strategies.


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.

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