Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
Find out more about alternatives and how allocating to these investments may help strengthen your clients' portfolios.
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.
Average institutional investor alternatives allocation
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.
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.
Investor-friendly educational articles you can share with clients who want to make alternative investments part of their portfolios.
Past performance is no guarantee of future results.
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