CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to include an alternative asset class in their client portfolios, they typically compare performance at an index level. Yet, when their process moves from portfolio construction to actual implementation,…

Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased news coverage and surveys, with headlines ranging from surging alts demand by financial advisors to young and wealthy investors flocking to alternatives. For good reason. Alternative investments have historically provided…

Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company May 25, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company ("Sycamore") to put efficient alternative investing at advisors' fingertips. Sycamore is a provider of cloud-based…

Actionable Insights: Bitcoin proves its mettle during Russian financial turmoil March 2, 2022 | Anastasia Amoroso | iCapital A pivotal geopolitical moment may also have been a pivotal one for the cryptocurrency ecosystem. Under pressure from governments, cryptocurrency platforms stood firm as independent, decentralized, and safe from central authority interference. The period we are living…

AIX Platform Profile January 27, 2022 | Alternative Investment Exchange What does the AIX Platform do? Alternative Investment Exchange (AIX) is an enterprise technology platform purpose-built to streamline the alternative investments process for everyone involved.  By conforming to each clients’ product structures, workflows, and technology, AIX drives real, transformational change that reduces friction, creates value, and…

2021: A Record Breaking Year for Altigo February 1, 2022 | Heather Acey | WealthForge In 2021, a clear theme emerged to describe the Altigo platform and team: Exponential growth. Today we take a look back at a mind-blowing year of growth and teamwork, all made possible by our clients and dedicated team of professionals that…

AI Insight is the industry’s online go-to resource for alternative investment research, training and compliance support. Join the thousands of advisors...

For nearly 40 years, The Entrust Group has provided account administration services for self-directed retirement accounts and tax-advantaged plans...

Centersky is led by Gary Davi, an innovation award winning Capital Markets/Alt Sponsor CTO and his team of Salesforce Administrators and...