Wed, May 25, 2016
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. Paul Tudor’s hedge fund trims fee amidst poor performance, keep investors[more]

    Komfie Manalo, Opalesque Asia: Paul Tudor’s $11.6bn hedge fund firm Tudor Investment Corp. announced on Monday it would slash down fees of one of its biggest fund to 2.25% of assets and 25% of profits amidst backlash arising from poor performa

  2. West Virginia objects to Alpha Natural sale to hedge fund[more]

    From AP/Heraldcourier.com: West Virginia's environmental authority has filed an objection to the proposed $500 million sale of Alpha Natural Resources' assets to a hedge fund, arguing that the deal could leave the state holding hundreds of millions in reclamation liabilities. The Register-Hera

  3. Mitch Petrick leaves Carlyle as his hedge fund unit suffers losses while assets expand[more]

    Komfie Manalo, Opalesque Asia: Mitch Petrick will be leaving Carlyle Group as head of its hedge funds unit overseeing about $34bn as of March 31, after several funds under his management suffered losses while assets expanded, various media reported. Petrick joined Carlyle in 2010 and was a former

  4. Institutions - Kentucky pension leans into hedge funds amid governance turmoil, Korea's NPS names finalists for initial $1 billion hedge fund-of-funds allocation[more]

    Kentucky pension leans into hedge funds amid governance turmoil From AI-CIO.com: The Kentucky Retirement Systems moved to increase its hedge fund allocation as controversy reigned over fund leadership. Following a string of high-profile hedge fund exits, the Kentucky Retirement Systems (

  5. Fund Profile - The hedge fund that couldn't stay open long enough for a big payday[more]

    From Bloomberg.com: Toby Dodson waited six months for his bet against a fragile Portuguese bank to pay off. But before the reckoning, word came down from his hedge fund bosses at Achievement Asset Management in Chicago: get ready to clear out your desk and unwind your trades, we’re shutting down. Th