Alternative Asset Literacy — Advisor

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

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

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

Returns institutional research papers by category — 43 papers from IMF, BIS, World Bank, FSB, UN, Federal Reserve, EU, IFC, OECD, and TCFD. The 'further research' destination other tools point to instead of an external product.

Batch version of client meeting prep: given a list of the day's meetings (client description + optional topic + optional time each), returns a compact prep briefing for every meeting in one call — matched topic, 2 key terms, one sourced opener fact, and a risk-alignment snapshot if a risk tolerance was mentioned. No calendar access — the advisor supplies the meeting list directly.

For financial advisors: given a description of a client, returns a curated education bundle the advisor can share — a 3-module learning path, 3 key terms the client should know before their next meeting, a copy-paste suggested message to send the client, and toolkit highlights. Designed for the advisor → client gifting workflow. Works for HNW women, DeFi-curious clients, ESG-focused clients, art c

Returns the actual educational content (sections, citations, quiz preview) for one of the app's 9 live learning modules — Investing Primer, Alternative Investing, Behavioral Economics, Gender and Behavioral Investing, DeFi, Art as Investment, Climate/ESG & Real World Assets, DeFi Investing, and the Kahlo x Basquiat bonus module. Mirrors the app's own free-tier preview exactly: the Investing Primer

Returns a short, sourced statistic about women & finance, behavioral economics, alternative investing, or the art market — e.g. for a daily fact, loading screen, or conversation starter. Each fact is attributed to its original source (McKinsey, Bloomberg, Preqin, academic research, etc.). Educational teaser content, not the priced AAL intelligence data.

The free flagship onboarding tool: a ready-to-use meeting opener combining one sourced statistic with one related glossary term and a suggested opening line — for an advisor to use in the first 60 seconds of a client call. Draws only from unconditionally free content (the fact bank and the full 351-term glossary), so there is never a 'subscribe to unlock' seam in the output — it's a complete, fini

Maps a client's stated risk tolerance against the general risk characteristics of each alternative asset category (DeFi, private equity/VC, art & collectibles, ESG/climate, alternative investing/real estate) — for use alongside, never in place of, the advisor's own suitability review. Every category is always returned, each flagged with whether its general risk level aligns with what the client st

Returns asset-class-spanning advisor frameworks — due diligence checklists, red flags, risk assessment, position sizing, tax considerations, essential legal documents, advisor-team building, total-cost breakdowns, and market research databases. Optionally filter by category ('Research', 'Due Diligence', 'Professionals', 'Risk Management', 'Tax & Legal') or by asset class (e.g. 'Art', 'DeFi', 'Priv

Returns the neuroscience of investment decision-making — the prefrontal cortex, amygdala, nucleus accumbens, and anterior insula — each with its investing relevance, how it gets 'hijacked' into bad decisions, and concrete navigation strategies. Useful for explaining WHY a bias happens, not just naming it.

Returns the app's standalone Art Learning Track — 3 tracks, 9 lessons total: Art Concepts & Practices (value, market fundamentals, evaluation), Female Artists: An Overlooked Asset Class (the historical valuation gap and market opportunity), and The Art Investor's Toolkit (research resources, due diligence, working with professionals). Distinct from the main Art as Investment module.

Searches the app's curated art library — books, podcasts, and academic papers on art history, markets, and investing — sourced live from the same Notion databases the app itself reads. Filter by category ('books', 'podcasts', 'papers') and/or a free-text query against title, author, and summary.

Returns the app's curated reading list spanning behavioral economics, venture capital, economic history, and policy — each with author, year, summary, and an Apple Books link.

Returns the app's 'Questions for Your Financial Advisor' question sets — 53 questions across 7 categories (DeFi/crypto, ESG/climate, alternative investing, art, behavioral finance, gender-lens investing, and general fiduciary/planning basics). Each question includes signs of an inadequate answer, signs of a competent answer, and why it matters — written from the client's side, but directly usable

Returns two distinct kinds of disclosure, plus the accredited investor definition and risk disclosure. 'regulatory' is for the advisor's own reading/records — what this plugin's content legally is/isn't. 'client_facing' is separate, deliberately un-branded boilerplate meant to be appended to any message the advisor actually sends a client (gift_bundle's suggested_advisor_message, post_meeting_foll

Complements data connectors that surface a client's actual holdings (e.g. iCapital's NAV/commitments, Addepar's portfolio data) but never explain what the holding IS. Given an asset type or structure label, returns a plain-language definition, the specific cognitive bias most likely to distort how a client perceives this asset class (from the investing brain map), a matching due-diligence framewor

Complements meeting-intelligence tools (e.g. Zocks, Wealthbox) that capture WHAT was discussed but don't generate client-facing educational content. Given a description of the topics discussed, returns three things: a private coaching note for the advisor (which cognitive bias the client's language suggests, and how to navigate it — never sent to the client), a separate ready-to-send client follow

Complements Anthropic's general AI-policy compliance skill with a narrower check scoped specifically to alternative-asset client communications, using the same suitability-neutral and anti-anecdotal rules this plugin enforces on its own output: anecdotal/FOMO framing, suitability-assertion language, and missing accredited-investor/risk disclosure when the draft discusses PE, VC, hedge funds, DeFi,

A real computation, not templated text: models what a multi-year program of private-fund commitments (PE, VC, private credit, etc.) actually does to a client's cash flow over its life — capital calls, distributions, unrealized NAV, and the single worst year for net cash flow — using a simplified, transparent adaptation of the Takahashi-Alexander pacing framework. Every rate (contribution pace, dis

A real Monte Carlo simulation — thousands of trials, not one deterministic projection — estimating the odds a client's savings and contributions support their stated retirement income target. Deliberately does NOT assume a fixed withdrawal rule like the '4% rule,' since that figure is itself an output of one specific historical regime, not a law; the client (or you, on their behalf) states the tar

Live lookup against the public SEC Investment Adviser Public Disclosure (IAPD) and FINRA BrokerCheck registries — no seat required. Useful for centers-of-influence due diligence — a referral partner, a co-sourcing firm, a peer practice — not just for clients. Returns registration scope (active/inactive, broker-dealer and/or investment-adviser) and whether the public record has any disclosure event

A rigorous look at decentralized finance as an asset class — protocol-level revenue mechanics (Aave, Uniswap), real failure modes (Terra/Luna, smart contract exploits), sizing/custody/tax discipline, and an honest account of how thin the peer-reviewed DeFi literature still is relative to industry commentary.

ESG investing evaluated on the Triple Bottom Line it's actually built on (People, Planet, Profit — Elkington, 1994), not financial return alone — why ratings diverge across providers, real fee/cost/performance data (including a genuinely improving financial-return trend since 2019), systematic greenwashing detection, and a balanced, two-sided account of what the peer-reviewed literature does and d

The financial and legal mechanics of the art market — advisor conflicts of interest, provenance/authentication risk, primary-vs-secondary market signals, current market data (2023-2025 Artprice100 index performance), and older academic return studies (Mei & Moses; Renneboog & Spaenjers) presented as historical context, not current conditions — the two studies also reach genuinely different conclus

The decision-making layer underneath every asset class — advisor self-awareness (not just client bias), structural tools that manage client behavior better than reassurance, framing effects, mental accounting, and the peer-reviewed foundations (Kahneman & Tversky, De Bondt & Thaler) that are still producing new findings. Distinct from behavioral.brain_map (neuroscience of 4 brain regions).

The advice gap and gender-lens investing gap treated as practice risks an advisor actively manages — auditing your own recommendation patterns, couples/continuity dynamics most practices haven't built a process for, facilitating a client's gender-lens request with real screening and due diligence, and peer-reviewed research for having the conversation credibly. Distinct from advisor.competency_che

A recently proposed (2026), NOT institutionally adopted alternative to GDP — measuring an economy by what it regenerates (ecological, social, and capital dimensions, treated as interdependent) rather than what it produces. Explicitly caveated throughout as an unvalidated, single-thought-leader framework, grounded against decades of real, verified 'beyond GDP' precedent (Bhutan's Gross National Hap

Why VC and PE exist as their own asset classes, what verifying a client's accredited investor status actually requires of the advisor of record (506(b) self-certification vs. 506(c) mandatory verification), and how to recognize and navigate the family-office conversation — including the SEC's 2011 Family Office Rule and real 2026 SFO/MFO cost and AUM-threshold data. Written from the advisor's own

How to evaluate a client's roll-or-cash-out decision in a GP-led continuation fund — the specific governance questions (fairness opinion provenance, LPAC engagement) that separate a well-run transaction from a rubber stamp, the fee-clock incentive and behavioral-framing dynamics pulling on both the client and the GP, and how to frame the triple-bottom-line and gender-lens angles honestly, as hypot

How to talk about tokenized Treasuries, money-market funds, and other on-chain-wrapped assets with a client without conflating them with speculative crypto — the due-diligence questions that actually matter (structural model, redemption cap, custodian concentration), suitability framing centered on the liquidity mismatch rather than the technology, and where SEC regulatory guidance actually stands