Wed, Mar 21, 2018
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

AI Advisors launches manages account platform and web portal

Monday, January 09, 2012
Opalesque Industry Update: AI Advisors has announced today that it has launched its managed account platform (the "Platform") and web portal, designed to bridge the alternative investment and Investment Advisor markets.  AI Advisors sponsors a separately managed account program on the Platform, providing clients with access to alternative investments in liquid and transparent managed accounts, with reasonable investment minimums, and with client-maintained custody.  AI Advisors serves as investment adviser to the client accounts.

AI Advisors initially has engaged four leading alternative investment managers to serve as Subadvisors with respect to their strategies on the Platform.  Investment Advisors can log on to the web portal at, register for access, and review information on each Subadvisor.  The web portal includes the following information in a standardized format:

  • Information on the Subadvisor's strategy
  • Performance data
  • Video and other interactive materials

In addition, the web portal allows Investment Advisors to track the performance and real-time commentary of each Subadvisor.  AI Advisors is pleased to announce the launch of the Platform with the following four alternative strategies:

Gator Long/Short Equity Financial 

The Gator Long/Short Equity Financial Strategy is a long/short equity strategy focused on the US Financials sector. The investment objective of the Strategy is to provide high absolute returns through concentrated positions with asymmetrical risk/reward payoffs. The Net Exposure is expected to be managed between +/- 25%, thus opportunistically capturing alpha across the Financials sector.

KeyPoint Long/Short Equity Real Estate Strategy

The KeyPoint Long/Short Equity Real Estate Strategy is an opportunistic long/short equity strategy that specializes in very liquid long/short investments in real estate related US equity securities. KeyPoint's Principals, whose careers have been dedicated to real estate investment management, utilize their collective knowledge, experience, and skill set to identify and invest in real estate-related equity securities that deliver strong absolute returns while minimizing risk through hedges.

Pemigewasset Long/Short Equity Strategy

The Pemigewasset Long/Short Equity Strategy is a long/short equity strategy that targets attractively valued stocks with superior long term growth potential. The Strategy aims to be "A Fund For All Seasons" by providing consistent, absolute returns regardless of market conditions.

Strategic Income Strategy

The Stoneharbor Strategic Income Strategy is a global value based equity income strategy. The Strategy focuses on capital preservation and generating absolute returns driven by growing distributions. The investment universe is capitalization agnostic.

Press Release


What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. John Paulson, once the industry's largest hedge fund, to return some investors' money[more]

    Komfie Manalo, Opalesque Asia: John Paulson is reported to be retuning some of his investors' money as a number of his hedge funds continue to suffer setbacks, reports

  2. DoubleLine's Gundlach sees U.S. 10-year Treasury yield rising, weighing on stocks[more]

    From Reuters/ Jeffrey Gundlach, the chief executive of DoubleLine Capital and known on Wall Street as the "Bond King," said on Tuesday the yield on the U.S. 10-year Treasury note will likely move higher and pressure riskier assets including equities and junk bonds. Gundlach, on an

  3. SEC charges Theranos CEO Holmes with fraud[more]

    Bailey McCann, Opalesque New York: The SEC has charged Elizabeth Holmes, founder and CEO of Theranos and its former President Ramesh "Sunny" Balwani with raising more than $700 million from investors through an elaborate, years-long fraud in which they exaggerated or made false statements about t

  4. Institutional Investors - Overdrawn pension fund scores gains[more]

    From Investments in big banks, pawn shops and rolling papers helped boost public safety workers' underfunded pensions this past calendar years, according to newly released figures. After recording middling returns in recent years, the Police & Fire Pension Fund (P&F) notched

  5. Hot hedge fund loses 21% after bet on volatility goes wrong[more]

    From In December, Shahraab Ahmad shared with his hedge fund clients the principle that helped him trounce peers for two turbulent decades: steer clear of the crowd. He'd turned $50 million into an operation with more than $700 million over three years and delivered market-beating retu