Partnering for your Success
The Platform for Investment Talent
Required Infrastructure
Forging an Asset Management Business
Creating a successful investment business is a lengthy and expensive process which requires combining a diverse array of elements, including:
- ● Fund Formation
- ● Choosing and Creating the Legal Structure
- ● Drafting Legal Documents
- ● Attracting and Retaining Service Providers
- ● Designing a Technology Platform
- ● Creation and Maintenance of Compliance
- Program and Regulatory Registrations
- ● Investment Operations
- ● Build Out of a Quality Team
● Marketing
● Investor Relations
● HR
● Office Space
● Investor Relations
● HR
● Office Space
Providing The Institutional Quality Foundation for Your Business
The AI Global Investors Turnkey Solution
Institutional Fund Structures
Institutional Fund Structures
The AIGI fund structure allows for the launch of new funds in as little as three weeks at de minimis cost and with top tier service providers. We can also accommodate client SMAs at many prime brokers or FCMs.
Industry Veterans to Complete your Team
Industry Veterans to Complete Your Team
Once you join the platform, our team is your team. With the addition of our experienced and highly pedigreed professionals to fill out your roster, you are no longer a small shop with limited resources.
Networking and Productivity
Networking and Productivity
All teams are provided our tech stack, including MS office, Sharepoint network drives, Email (with regulatory-compliance archiving), phone, etc.
Investment Technology
Investment Technology
We utilize an institutional tech stack which provides seamless OMS/EMS/PMS/RMS and mid and back office functionality to enable the smooth lifecycle of trades and give the PM team the reporting and analytics they require.
Top Tier Counterparties and Service Providers
Top Tier Service Providers and Counterparties
As a larger firm, we have access to blue chip service providers who typically will not take on smaller asset managers. We work with well-respected entities who give investors peace of mind.
Corporate Finance
Corporate Finance
We take care of the books & records of each PM team, monthly reporting of their financial statements, and coordinating with external audit/tax prep for each team.
HR/Payroll/Benefits Administration
HR/Payroll/Benefits Administration
The AIGI Platform manages the HR functions and provides flexibility for each team to choose among multiple plans and packages, including those which provide very high quality coverage.
Regulatory and Compliance
Regulatory and Compliance
All AIGI PM teams are covered under our regulatory registrations and our policies, procedures and compliance oversight, saving the teams the effort of applying for and maintaining registrations themselves as RIAs, CTAs or CPOs.
Distribution and Investor Relations
Distribution and Investor Relations
We have the ability to help you market SMAs or funds launched on your strategy to our network of investors and also provide level-1 IR support.