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Alternative Investment Insight through Research, Training and Increased Efficiency
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I hope you and your loved ones are staying healthy during these unprecedented times. All of us at AI Insight are working to provide you with the support you need.
It's a challenging time for all and I want to offer you some resources that may be helpful as we continue to work through this period.
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President & CEO
We recently released our October Private Placement Insights report. See the highlights from the report below, or if you are a Premium Reporting subscriber, log in now to see the entire report. If you don’t have access, you can request a free trial.
Private placement fund activity continued its strong pace in October, with more funds added to our
Alternative Investment Insight through Research, Training and Increased Efficiency
I hope you and your loved ones are staying healthy during these unprecedented times. All of us at AI Insight are working to provide you with the support you need.
It's a challenging time for all and I want to offer you some resources that may be helpful as we continue to work through this period.
Stay well and please reach out to me if there's anything I can do for you.
President & CEO
NASAA’s Reg BI Implementation Committee conducted an examination initiative to evaluate key industry changes as financial firms seek to comply with the SEC’s Regulation Best Interest requirements.
NASAA – Phase 1 National Exam Initiative 2020
NASAA recently published a report on Phase One of this initiative. The top 10 priority areas included:
Variations in the types of products
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AI Insight covers over 200 non-traded alternative investment funds representing $33 billion in assets, and over 80 alternative strategy mutual funds, representing nearly 80% of the AUM of the alternative strategy mutual fund market.
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