Alternative Investment Industry Reports

Review alternative investment trends and historical market data including industry-level Private Placement reporting for 1031s, Opportunity Zones and more. 

You can receive up to 24 extensive reports per year to help broaden your alternative investment review coverage. Click here to request a sample report.

For Broker-Dealers 

  • See how the programs on your platform compare to the industry and peers' programs to determine gaps, or potentially where you may want to add/reduce offerings within certain sectors.
  • Generate customized packaged reports that combine the Industry Report with snapshots
    for the programs most important to you.
  • Meet regulatory requirements set forth by FINRA Regulatory Notice 12-03 by conducting periodic reviews of complex products on your platform.

For RIAs 

  • Compare alternative investment programs to determine gaps, or potentially where you may want to add/reduce offerings within certain sectors.
  • Generate customized packaged reports that combine the Industry Report with snapshots for the programs most important to you.

For Alternative Investment Managers 

  • Use the reports to help your sales team efficiently track your offerings against overall market trends.
  • Generate customize packaged reports that combine the Industry Report with snapshots for the programs most important to you.

For Due Diligence Firms and Alternative Investment Industry Partners 

  • Efficiently monitor market trends on private placements, public non-traded REITs, BDCs, closed-end funds, and alternative mutual funds.
  • Receive up to 24 extensive reports per year automatically emailed directly to you for easy access to help broaden your review coverage.

*Report availability will vary by structure based on filing frequency and deadlines.

**Alternative Mutual Fund reports are only available for AI Insight's Alternative Mutual Fund Research subscribers.



Get access to AI Insight's Alternative Investment Industry Reports

Request a live tour customized to your business needs.

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


 

Tweet This Send to Linkedin 
We want to connect with you! Find us on LinkedIn and Twitter for the latest on Alternative Investments.

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.

This email message and any attachments are being sent by iCapital, are confidential and the property of iCapital, and may not be shared with any party other than the intended recipient or his or her professional advisors. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital. This email message is intended for investment professionals only. If you are not the intended recipient, please notify us immediately by replying to this message and destroy all copies of this message and any attachments.

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.

Securities may be offered through iCapital Securities, LLC, a registered broker dealer, member of FINRA and SIPC and subsidiary of Institutional Capital Network, Inc. (d/b/a iCapital). These registrations and memberships in no way imply that the SEC, FINRA or SIPC have endorsed the entities, products or services discussed herein. iCapital and iCapital Network are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

© 2022 Institutional Capital Network, Inc. All Rights Reserved.

Our mailing address is: One Grand Central Place, 60 East 42nd Street, 26th Floor, New York, NY 10165