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

Private Placement Insights as of December 31, 2020

We recently released our December 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.

Despite the COVID-19 related slowdown in Q2, AI Insight’s private placement coverage ended the year nearly

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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

2020 Year-End Perspective on Alts and 2021 Outlook with AI Insight CEO Sherri Cooke

AI Insight CEO Sherri Cooke discusses her key reflections for 2020 including how alternative investments played an important role in portfolios and the impacts of Reg BI. She also shares what’s anticipated in 2021. Read the narrative below or listen to the podcast here.
Sherri formed AI Insight in 2005 with the primary goal of providing

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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. Take the FINRA Reg BI course or view the comprehensive AI Insight Reg BI Resource Guide here.