Alternative Assets
Under certain economic conditions, a traditional “60/40” allocation to equities and bonds may no longer be enough to meet long-term investment goals. Alternatives can help to lower volatility, enhance returns and broaden diversification of a portfolio.
Fidelis works with a range of leading experts in their respective fields.
Benefits of investing in alternatives
Adding alternative assets to a portfolio may help to lower overall volatility, provide broader diversification, and enhance returns, because alternatives tend to behave differently to typical equity and bond investments.
Lower Volatility
Alternatives rely less on market trends and more on the strength of each specific investment; hence, adding alternatives can potentially reduce the overall risk of a portfolio.
Broader diversification
With low correlation to traditional asset classes, alternatives can be great way to diversify your portfolio.
Enhance returns
Alternatives can improve the risk and return profile of a portfolio and improve total returns through access to a broader choice of investments and strategies from around the globe.
YOUR ALTERNATIVE INVESTMENT CHOICES