Alternative investment data is often delivered in fixed formats, leaving advisors little flexibility in how they analyze and apply it. Blue Vault’s research portal takes a different approach—putting powerful, independently sourced data directly in your hands.

During this walkthrough, Blue Vault CEO Stacy Chitty and Luke Schmidt, VP and Director of Research, provide a step-by-step tour of the Blue Vault Portal, demonstrating how financial professionals use the platform to evaluate private market investments and support due diligence efforts.

During the session, you’ll see how to use Blue Vault data to:

• Examine and compare individual alternative investment offerings

• Evaluate distribution rates and coverage across strategies and asset classes

• Analyze performance trends within and across product structures

• Identify patterns and insights that support portfolio construction and manager evaluation

As private credit, real estate, and private equity markets continue to evolve, having access to transparent, objective, and customizable data is essential. This walkthrough shows how the Blue Vault Portal helps advisors and sponsors move from static reports to actionable insight—quickly and confidently.

Wealth advisors attending this webinar qualify for a 10% discount on Blue Vault’s research.

Q&A session to follow. Register today!

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Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to industry professionals on-demand. Learn more about why you should become a Blue Vault member today.