Mon, Jan 23, 2017
A A A
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 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

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. Investing - This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally, Hedge fund legend David Einhorn is making a big bet on GM, After impressive 85% return in 2016, hedge fund looks to Canadian gold producer, small banks[more]

    This hedge fund made 37% betting on banks in 2016 and remains bullish after the Trump rally From Forbes.com: Can bank stocks continue to rise after a 28% surge in the KBW Bank Index in 2016, fueled by a post-election rally as stock pickers returned to the beaten down sector? Forget the s

  2. SWFs - China sovereign wealth fund CIC plans more U.S. investments[more]

    From Reuters.com: China Investment Corporation (CIC), the country's sovereign wealth fund, is looking to raise alternative investments in the United States due to low returns in public markets, its chairman said on Monday. CIC will boost its investments in private equity and hedge funds as wel

  3. Some hedge funds strong start in 2017 nice contrast to 2016[more]

    With the 2016 HSBC Hedge Weekly performance rankings in the books - a year in which the same leader-board entries pretty much dominated unchallenged throughout the year - comes a new leader board that is a hard-scrabble mix of hedge fund styles and categories. What is clear after but a few short wee

  4. Macro hedge funds and CTAs outperform in December on strong dollar[more]

    Komfie Manalo, Opalesque Asia: The last month of 2016 saw risk assets climbing higher, as part of expectations that the new U.S. administration will remove barriers to growth and investment, Lyxor Asset Management said. December also saw the Fed hik

  5. Opalesque Exclusive: Roxbury credit events UCITS gathers more assets[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: The Roxbury Credit Events Fund, launched in September 2015, was up 4.24% in 2016, having returned seven positive months during the year. The managers raised