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AI Insight is known as the independent source for alternative investment research, training and
compliance documentation. Over 150 broker dealers and RIAs leverage our comprehensive platform to
monitor the performance of hundreds of alternative investments, including alternative mutual funds.
Alternative Investment Insight Through
Research, Training and Increased Efficiency
Alternative Mutual Funds
Closed-End Interval Funds
Conservation Easements
Private Placements
Hedge Funds
Managed Futures
Private Equity/Debt
Preferred Securities
BDCs
Energy
REITs
1031 Exchanges
Example Investment Types Available
Product-specific alternative
investment training and
education
Compliance reporting
and due diligence
documentation
Ability to monitor
the ongoing performance
of funds
Opportunity to improve
E&O coverage and
reduce rates
Easy access to marketing
and product support
Choose from over 120 online
Continuing Education and
Firm Element courses from
FINRA, IPA and more