Unlock the Power of Alternative Investments with AI Insight's Financial Performance Reporting

Table of Contents

1. Introduction
2. Webinar Series
3. Program Reports
   1. Financial Performance Reporting
   2. Program Summaries
4. Industry Reports
   1. REITs
   2. BDCs
   3. Closed-End Funds
   4. Alternative Mutual Funds
   5. Private Placements
5. Creating Charts and Spreadsheets
6. Creating Alerts
7. Conclusion

Introduction

In this article, we will explore the various features and capabilities of the AI Insight platform, a research, training, and compliance documentation firm focused on alternative investments. The platform offers a wide range of tools and reports to assist financial professionals in conducting their research, training, and due diligence. From financial performance reporting to industry reports and creating charts and spreadsheets, AI Insight provides a one-stop solution for alternative investment research.

Webinar Series

AI Insight hosts a series of webinars, aimed at providing valuable insights and information on alternative investments. These webinars cover a wide range of topics, including industry trends, investment strategies, and compliance issues. The webinars are designed to be short and informative, with a duration of approximately 30 minutes. Attendees can also participate in live Q&A Sessions, ensuring that all their questions are answered.

Program Reports

AI Insight offers a comprehensive suite of program reports, providing detailed information on various alternative investment programs. These reports include financial performance reporting and program summaries.

Financial Performance Reporting

The financial performance reporting feature allows users to access detailed financial information on public non-traded REITs, public non-traded BDCs, and closed-end funds. The reports are generated based on the 10-Q and 10-K filings of these programs, providing users with valuable insights into their financial performance. The reports cover a range of metrics, including NAV, distribution rates, assets, liabilities, debt, and cash flows. Users can customize these reports to analyze specific programs or compare multiple programs side by side.

Program Summaries

Program summaries provide a concise overview of alternative investment programs. These summaries are created by AI Insight's team of analysts, who analyze the offering documents and extract key information. The summaries cover various aspects of the program, such as investment strategy, portfolio holdings, distribution rates, and capital raises. Users can access these summaries to quickly review and compare different programs, saving them time and effort.

Industry Reports

AI Insight's industry reports offer a comprehensive analysis of alternative investment industries, including REITs, BDCs, closed-end funds, alternative mutual funds, and private placements. These reports provide an in-depth look at industry trends, performance metrics, and investment strategies.

REITs

The REIT industry report covers a wide range of REITs, both public non-traded and closed. The report includes information on capital raises, net assets, portfolio holdings, total return, and expenses. It also provides insights into industry trends, such as the distribution rates and liquidity events.

BDCs

The BDC industry report focuses on Business Development Companies (BDCs), providing key insights into this sector. It covers topics such as net assets, portfolio holdings, total return, debt exposure, and expenses. The report offers valuable analysis and comparisons of different BDCs, enabling users to make informed investment decisions.

Closed-End Funds

AI Insight's industry report on closed-end funds provides a detailed analysis of this investment sector. It includes information on net assets, portfolio holdings, total return, derivative exposure, and expenses. The report offers valuable insights into the performance and characteristics of closed-end funds, assisting users in their investment research.

Alternative Mutual Funds

The alternative mutual funds industry report focuses on funds that invest in alternative asset classes. It covers topics such as net assets, portfolio holdings, total return, distribution rates, and expenses. The report provides users with a comprehensive overview of the alternative mutual funds landscape, helping them identify potential investment opportunities.

Private Placements

The private placements industry report offers valuable insights into this growing investment sector. It covers a wide range of private placement programs, providing information on capital raises, net assets, investment strategy, and performance metrics. The report assists users in understanding the landscape of private placements and identifying potential investment opportunities.

Creating Charts and Spreadsheets

AI Insight's platform allows users to create custom charts and spreadsheets to analyze alternative investment data. Users can select specific programs, line items, and time periods to generate customized reports. This feature is particularly useful for financial professionals who want to track specific metrics or create their own analysis tools. The charts and spreadsheets can be saved and updated as needed, providing users with up-to-date information for their research and client presentations.

Creating Alerts

The AI Insight platform also offers an alert system that allows users to set up notifications for specific events or changes in alternative investment programs. Users can set alerts for metrics like distribution coverage ratios, impairments, or other key indicators. The platform will send real-time alerts when these parameters are exceeded or met, ensuring that users stay informed of important developments in the programs they are monitoring.

Conclusion

The AI Insight platform provides financial professionals with valuable tools and reports to conduct in-depth research and analysis on alternative investments. From program reports and industry reports to creating customized charts and setting up alerts, the platform offers a comprehensive suite of features to assist users in their investment research and due diligence. By leveraging the platform's capabilities, financial professionals can make informed investment decisions and stay updated on the latest industry trends.

Highlights

• AI Insight platform offers research, training, and compliance documentation for alternative investments.
• Program reports provide detailed information on financial performance and program summaries.
• Industry reports cover REITs, BDCs, closed-end funds, alternative mutual funds, and private placements.
• Customizable charts and spreadsheets allow for in-depth analysis of alternative investment data.
• Alert system keeps users informed of important events and changes in programs.

FAQ

Q: Can I access the AI Insight platform as an individual financial advisor? A: Yes, individual financial advisors can subscribe to the AI Insight platform and gain access to its comprehensive suite of tools and reports.

Q: Are the industry reports based on live data? A: The industry reports are based on live data, but there may be a time lag between the filings and the availability of the reports in the platform.

Q: Can I save and update the charts and spreadsheets I create on the AI Insight platform? A: Yes, the charts and spreadsheets created on the platform can be saved and updated as needed, allowing users to track specific metrics and conduct ongoing analysis.

Q: How often are the industry reports updated? A: The industry reports are updated regularly, with the frequency varying depending on the type of program and filing deadlines.

Q: Can I set up alerts for specific metrics or events in alternative investment programs? A: Yes, the AI Insight platform allows users to set up alerts for specific metrics or events, ensuring they are notified in real-time when important developments occur.

Q: How can I contact AI Insight for more information or support? A: You can reach out to Michelle Browning at AI Insight by email at michele.browning@aiinsight.com or by phone at 415-636-0287 for any inquiries, support, or to schedule a tour of the platform.