WORTHINGTON, Ohio, Dec. 20, 2017 /PRNewswire/ -- AI Insight Inc., a leader in alternative investment research, education and compliance documentation, announced today that it will begin offering liquid alternative research reports in 2018, enabling advisors to compare the details and financial performance of alternative investment mutual funds.
Given the growing popularity of liquid alternatives and need for research around this asset class, the reports are designed to provide financial professionals with the information they need to understand the complexities of these investments, while making it easy for them to document for regulatory compliance.
AI Insight also announced the release of a whitepaper, Understanding the Complexities of Liquid Alternatives, which provides detailed information around liquid alternatives, including regulators' guidance and definition of liquid alternatives; different types of funds; supervision; and training and documentation recommendations.
To support its liquid alternative research capabilities, AI Insight has hired Lucas Johnson, CFA, to help lead the initiative. Johnson was formerly a due diligence analyst with National Planning Holdings, Inc., where he specialized in due diligence reviews of liquid alternatives and other alternative investments.
"We are excited to welcome Lucas to the team to help expand our liquid alternative research capabilities," said Sherri Cooke, President and Chief Executive Officer of AI Insight. "AI Insight is dedicated to providing advisors with the tools and resources they need to understand the risks, rewards and investment strategies of complex products."
AI Insight wrote Understanding the Complexities of Liquid Alternatives in response to regulators' increased focus on liquid alternatives, including the release of a FINRA e-learning course, Understanding Alternative Mutual Funds in August 2017 and a recently reissued Investor Alert by FINRA and the SEC, Alternative Funds Are Not Your Typical Mutual Funds.
In addition to making the Understanding Alternative Mutual Funds FINRA e-learning course available on its platform, AI Insight also offers over 80 other CE courses eligible for .5 to 2 credits toward the CFP® and other designations as well as prospectus- and PPM-based research and training on various alternative investment funds, including real estate, private equity, hedge funds, energy, managed futures and more. To view AI Insight's e-learning catalog, click here.
To download the Understanding the Complexities of Liquid Alternatives whitepaper, click here.
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
Compensation and fee reports
Other hard-to-find alternative investment data
With AI Insight, 124 financial firms representing over 50,000 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. For more information about AI Insight, visit www.aiinsight.com.
AI Insight Jennifer Simon Executive Vice President (952) 440-2536