AI Insight

Alternative Investment Insight through Research, Training and Increased Efficiency

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AI Insight can help your firm define Alternative Strategy Mutual Funds.
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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.

Stay well and please reach out to me if there's anything I can do for you.

sherri Cooke

President & CEO

Private Placement Industry Insights as of June 30, 2020

We recently released our June 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.

After a slow couple of months, private placement fund formation accelerated in June, led by stronger

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AI Insight

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.

Stay well and please reach out to me if there's anything I can do for you.

sherri Cooke

President & CEO

Investment Considerations During COVID-19 ADISA Panel Discussion

AI Insight’s Mike Kell, senior vice president – business development and program management, recently participated in an ADISA panel discussion regarding investment considerations during COVID-19. Panelists included moderator Lilian Morvay, principal and founder of Independent Broker Dealer Consortium, LLC (“IBDC”), along with Michael Schwartzberg, founding partner, Winget Spadafora & Schwartzberg; Gary Saretsky, founding partner, Saretsky

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Gain the “edge of insight” with multiple subscription options tailored to your needs.

AI Insight is the industry’s online go-to resource for alternative investment research, training and compliance support. Join the thousands of advisors and financial firms who have increased their knowledge and confidence with new product offerings on our platform.

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.

Reg BI Resource Guide for ongoing due diligence

Reg BI is here – now what? AI Insight provides tools to help you demonstrate “good faith and reasonable efforts” on an ongoing basis. Watch a 3-minute video summarizing the resources available to you or view the comprehensive AI Insight Reg BI Resource Guide here.