Alternative Asset Literacy Research Assistant

Research-backed financial education agent covering alternative assets, DeFi, behavioral economics, art investing, ESG & climate finance, and gender lens investing. Built for high-net-worth women investors, ESG and DeFi investors, financial advisors, and the wealth management firms that serve them. Educational content only — not financial advice.

Skills

• 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.
  glossarydefinitionsfinance-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.
  glossarysearchfinance-education
• Browse Glossary by Category
  Browse all 351 glossary terms by category: Alternative Assets, Art, DeFi & Crypto, ESG & Climate, Behavioral Economics, Gender Lens Investing.
  glossarycategoriesfinance-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.
  researchcitationsinstitutional-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.
  advisor-toolsmeeting-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.
  advisor-toolsb2b2cclient-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.
  curriculumlearning-modules
• Get a Sourced Fact
  Returns a short, sourced statistic, optionally filtered by category.
  factscitations
• Meeting Icebreaker Kit
  A sourced fact plus a related glossary term plus a suggested opening line — a complete meeting-opener deliverable.
  advisor-toolsmeeting-prep
• Risk Conversation Guide
  General risk characteristics of each alternative-asset category, checked against a stated client risk tolerance.
  advisor-toolsrisk
• Due-Diligence and Tax Frameworks
  Due-diligence, risk, tax, and legal frameworks spanning every alternative-asset class.
  frameworksdue-diligence
• Behavioral Investing Brain Map
  The neuroscience of investing decisions across four brain regions, for explaining why a cognitive bias happens.
  behavioral-economicspsychology
• Art Learning Track
  Narrative-style lessons across three art-investing tracks, distinct from art.deep_dive_track's data/research focus.
  art-investinglearning-modules
• Art Market Library
  Curated books, podcasts, and papers on art markets and history.
  art-investingresearch
• Curated Reading List
  Curated books on behavioral economics, venture capital, economic history, and policy.
  reading-listfinance-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.
  advisor-toolsself-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.
  compliancedisclosures
• 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.
  advisor-toolsclient-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.
  advisor-toolsclient-education
• Compliance Scan for Client Communications
  Scans a draft client communication for anecdotal/FOMO framing, suitability-assertion language, and missing accredited-investor/risk disclosure.
  compliancereg-bi
• DeFi Deep-Dive Track
  Multi-lesson DeFi deep dive ending in a peer-reviewed-research lesson.
  defideep-diveresearch
• ESG Deep-Dive Track
  Multi-lesson ESG & climate finance deep dive, framed around the Triple Bottom Line, ending in a peer-reviewed-research lesson.
  esgdeep-diveresearch
• 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.
  art-investingdeep-diveresearch
• Behavioral Economics Deep-Dive Track
  Multi-lesson behavioral-economics deep dive on advisor-practice decision-making, distinct from behavioral.brain_map's neuroscience focus.
  behavioral-economicsdeep-diveresearch
• 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.
  gender-lensadvisor-practicedeep-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).
  economicsbeyond-gdpdeep-diveemerging-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.
  venture-capitalprivate-equityaccredited-investorfamily-officedeep-dive

How to call

https://alternativeassetliteracy.com/mcp

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