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AI Insight News & Blog

AI Insight Blog

AI Insight News and Events

AI Insight Events Calendar

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June 2019

PR Newswire: AI Insight Launches New Alternative Investment Industry Reports

WORTHINGTON, Ohio, June 11, 2019 /PRNewswire/ — AI Insight Inc., a leader in alternative investment research, training and compliance documentation, announced today that it now offers Alternative Investment Industry Reports. Read the full press release

 

SEC Adopts Rules and Interpretations to Enhance Protections and Preserve Choice for Retail Investors in Their Relationships with Financial Professionals

On June 5, 2019, the SEC released a statement about their vote to adopt a package of rulemakings and interpretations designed to enhance the quality and transparency of retail investors’ relationships with investment advisers and broker-dealers. Read the press release

 

Watch Now: AI Insight Webinar for Alternative Investment Managers

Do you have a new offering coming soon? Watch the playback for our webinar, “AI Insight for Alternative Investment Managers”, to find out how to provide an unbiased presentation of your program facts, features and risks, offering IBDs, RIAs and FAs easy access to your current offering documents including updates to quarterly performance.

Join AI Insight every month for a 30-to-60-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. View the schedule

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May 2019

Lou Johnson represented AI Insight at the Investment Company Institute – General Membership Meeting in Washington D.C. last week. The Investment Company Institute (ICI) is the leading association representing regulated funds globally, including mutual funds, ETFs, closed-end funds, and unit investment trusts in the United States, and similar funds offered to investors in jurisdictions worldwide. ICI seeks to encourage adherence to high ethical standards, promote public understanding, and otherwise advance the interests of funds, their shareholders, directors, and advisers.

Watch Now: AI Insight Webinar – Financial Performance Reporting featuring Industry Reports

Find out how you can access hard-to-find key financial statistics for Private Placements, Non-Traded REITs, BDCs and Closed-End Funds, and Alternative Mutual Funds, such as distributions and coverage ratios, sector allocations, capital raise, leverage ratios and more. See how to customize packaged reports that combine the Industry Report with snapshots for the programs most important to you. Watch the playback

Join AI Insight every month for a 30-to-60-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. View the schedule

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April 2019

Watch Now: AI Insight Webinar – Continuing Education Features & Enhancements

Learn how you can efficiently customize, facilitate and document Needs Analysis Surveys, Firm Element Training, Annual Compliance Meeting, Annual Disclosure Questionnaire and Anti-Money Laundering Training. Watch the playback

Join AI Insight every month for a 30-to-60-minute webinar as we talk with you about relevant topics and trends in the alternative investment industry. View the schedule

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