AI Insight is to 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 specialised 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,” says Sherri Cooke (pictured), 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.”
