Discontinued — last reported Q4 '25

Non-Current Assets

Alternative Investments Fair Value

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2021
Last reportedQ4 2025

How to read this metric

Higher levels indicate a strategy focused on alpha generation and diversification, though they increase portfolio illiquidity risk.

Detailed definition

This includes the fair value of investments in non-traditional asset classes such as private equity, hedge funds, real e...

Peer comparison

Common in institutional portfolios; peers vary widely in their allocation to alternatives based on their specific investment mandate.

Metric ID: alternative_investments_fair_value

Frequently Asked Questions

What does alternative investments fair value mean?
The value of investments in non-traditional assets like private equity and real estate.