Boston, January 9, 2012 – 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.
Stoneharbor 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.
Investment Advisors and other qualified parties can learn more about AI Advisors and the Subadvisors, and view a 90-second introductory video, at www.ai-advisors.com.
About AI Advisors
AI Advisors, LLC (“AI Advisors”), a wholly owned subsidiary of AI Exchange, Inc. (“AI Exchange”), provides investment advisors and their clients with access to quality long / short alternative investment strategies, in liquid and transparent managed accounts, and with reasonable investment minimums. Further, clients of AI Advisors maintain custody of their investment assets. AI Exchange is backed by a top-tier group of venture firms including General Catalyst, Common Angels, Founder Collective and LaunchCapital. For more information please visit: http://www.ai-advisors.com.
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Forward-Looking Statements
This press release contains forward-looking statements based on the experience and expectations of AI Exchange and its subsidiaries, AI Advisors and AI Exchange Technologies. The words “anticipates,” “believes,” “could,” “estimates,” “expects,” “intends,” “may,” “plans,” “potential,” “predicts,” “projects,” “should,” “scheduled,” “will,” “would” and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Any forward-looking statements contained herein are not guarantees and are subject to many risks, uncertainties and assumptions that are difficult to predict. AI Exchange and/or its subsidiaries may not actually achieve the plans, intentions or expectations in forward-looking statements, and you should not place undue reliance on our forward-looking statements. Actual results or events could differ materially from the plans, intentions and expectations in the forward-looking statements we make.