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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 www.ai-advisors.com, 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

BM

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