Other - JUNE 13, 2017

AI Insight creates JV with ActiveAllocator

by Released

AI Insight and ActiveAllocator Holdings have announced the formation of a joint venture to advance the thoughtful use of alternative investments by connecting financial advisers to the ActiveAllocator portal.

The joint venture will provide AI Insight users, who benefit from rigorous product-level training in alternative investments including real estate, private equity and hedge funds, with access to ActiveAllocator’s proprietary asset allocation and portfolio optimization portal.

The ActiveAllocator portal allows financial advisers to objectively assess client portfolios and optimize expected portfolio return per unit of portfolio risk. ActiveAllocator also enables financial advisers to assess independently the impact of more than 50 asset subclasses on portfolio optimization. In just minutes, ActiveAllocator generates personalized, customized and optimized recommended portfolios.

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