COLUMBUS, Ohio and NEW YORK, June 13, 2017 /PRNewswire/ -- AI Insight, Inc. (AI Insight) and ActiveAllocator Holdings LLC (ActiveAllocator) announced today the formation of a joint venture to advance the thoughtful use of alternative investments by connecting financial advisors to the ActiveAllocator portal. The joint venture will provide AI Insight users, who benefit from rigorous product-level training in alternative investments including real estate, private equity and hedge funds, with access to ActiveAllocator's proprietary asset allocation and portfolio optimization portal.
The ActiveAllocator portal allows financial advisors to objectively assess client portfolios and optimize expected portfolio return per unit of portfolio risk. ActiveAllocator also enables financial advisors to assess independently the impact of more than fifty asset subclasses on portfolio optimization. In just minutes, ActiveAllocator generates personalized, customized and optimized recommended portfolios.
Sherri Cooke, president and CEO of AI Insight, commented, "We are very excited to join with ActiveAllocator to provide AI Insight broker dealer and financial advisor clients with access to ActiveAllocator. AI Insight is dedicated to helping financial advisors make smarter decisions about alternative investments, values that are shared by ActiveAllocator."
Sameer Jain and Brian Jones, co-founders of ActiveAllocator added, "We are honored to partner with AI Insight, the leader in alternative investment research, education and compliance documentation. Together, AI Insight and ActiveAllocator provide financial firms and advisors with the most comprehensive set of tools to intelligently integrate alternative investments in optimized client portfolios."
About AI Insight
AI Insight is the industry's go-to resource for alternative investment research, training and compliance support. AI Insight subscribers have access to:
- Product-specific education and other continuing education modules
- Comparative reports
- Compensation and fee reports
- Performance data
- Other hard-to-find alternative investment data
With AI Insight, 118 financial firms representing over 60,000 financial professionals perform thorough, independent analysis of investments before presenting them to clients, including customized online prospectus-and PPM-based training. AI Insight users benefit from a 360-degree alternative investment platform to perform research, customize regulatory-compliant training, store detailed compliance documentation and connect with other high-level industry professionals. AI Insight's team of alternative investment product, research and customer service professionals bring in-depth knowledge representing a variety of sectors, such as real estate, private equity and hedge funds.
ActiveAllocator.com is the world's first portal that seamlessly integrates traditional, illiquid and alternative investments within recommended portfolios. A FinTech digital disruptor, ActiveAllocator offers financial advisors a way to create bespoke portfolios. ActiveAllocator helps advisors allocate client assets objectively as well as gain exposure to an appropriate set of active managers and funds.
Executive Vice President
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SOURCE AI Insight Inc.