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"How, and how much, to consider allocating to private markets"

Explore a framework that can help you assess which of your clients may benefit from an allocation to private market alternatives.

Private market alternatives can be a beneficial addition to many clients' portfolios, with the potential to improve returns over time and enhance diversification. But evaluating a client's ability to tolerate illiquidity is a crucial first step when considering an alternatives allocation.

In this white paper, Fidelity Institutional Wealth Adviser (FIWA) offers a proprietary liquidity analysis framework that may help advisors determine the right allocation to private assets for their clients.

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