AI Insight Alternative Mutual Fund Research Report

Alternative Mutual Funds are growing in popularity. As a result, we've seen an uptick in regulatory activity around liquid alternatives. To help advisors meet their need of performing thorough due diligence on Alternative Mutual Funds and to better understand the complexities of these investments, AI Insight offers Alternative Mutual Fund Research Reports.


AI Insight offers fund-level research and category-level education on Alternative Mutual Funds

AI Insight is known as the independent source for research, training and compliance documentation on illiquid alternative investments. We now offer similar solutions for Alternative Mutual Funds to provide financial professionals the information they need to understand and apply these complex investments while also making it easy to document for regulatory compliance.

  • The Alternative Mutual Fund Research report covers comprehensive insight into investment strategies and processes to help advisors frame their use of liquid alternatives. 
  • Our Alternatives-centric strategy provides a report as well as education to help advisors apply Alternative Mutual Funds in their practices.
  • Fund coverage will continue to grow, so be sure to check back often to review those that have been added. 

Get access to AI Insight and Alternative Mutual Fund Research

Request a free trial or a live tour to see the Alternative Mutual Fund Research in action.

• For pricing and subscription information, contact us at 877-794-9448 ext. 710 or customercare@aiinsight.com.

Let us know what you think about the Alternative Mutual Fund Research. We appreciate your feedback.


 

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This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security offered by Institutional Capital Network, Inc. or its affiliates (together “iCapital”). Past performance is not indicative of future results. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. An investment in an alternative investment entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. The information contained herein is subject to change and is also incomplete. This industry information and its importance is an opinion only and should not be relied upon as the only important information available. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed, and iCapital assumes no liability for the information provided.

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Products offered by iCapital are typically private placements that are sold only to qualified clients of iCapital through transactions that are exempt from registration under the Securities Act of 1933 pursuant to Rule 506(b) of Regulation D promulgated thereunder (“Private Placements”). An investment in any product issued pursuant to a Private Placement, such as the funds described, entails a high degree of risk and no assurance can be given that any alternative investment fund’s investment objectives will be achieved or that investors will receive a return of their capital. Further, such investments are not subject to the same levels of regulatory scrutiny as publicly listed investments, and as a result, investors may have access to significantly less information than they can access with respect to publicly listed investments. Prospective investors should also note that investments in the products described involve long lock-ups and do not provide investors with liquidity.

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