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Blue Vault

December 5, 2023

Harnessing the Alts Tech Advantage

Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously...

November 29, 2023

The Oasis Group Publishes Comprehensive Whitepaper on Alternative Investment Technology

The more widespread deployment of alts in client portfolios has produced its own proliferation of technology, which the paper’s authors review and address....

November 16, 2023

ExchangeRight’s Essential Income REIT Now Tracked by Blue Vault

Warren Thomas, a managing partner at ExchangeRight, shared that this reporting relationship will help educate advisors about the Essential Income REIT's successful performance to date, broadening its reach to more investors who need the kind of stable income that the REIT has historically generated.

November 15, 2023

Q3 2023 NTR AND BDC Filing Deadline: November 15

The SEC deadline for Q3 2023 quarterly financial report filings is November 15, 2023. Blue Vault begins processing data and preparing individual performance reports as filings become available for each offering. As individual performance pages are completed, they will be released before the release of the Quarterly Report sections, followed by the Full Review once…

Mar 10, 2025

Blue Vault Alts Summit 2025

The Blue Vault Alts Summit is an annual conference that brings together essential voices in the growing alternative investments industry. A portfolio of stocks and bonds was once the gold standard. But it’s no longer serving investors well – and hasn’t for some time. Join the forward-thinkers who are using alternative investments to protect and…