Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
WEBINAR
What Does it Mean? A review of our metrics, what they indicate, and how we calculate them
July 11, 2024 @ 2:00 pm - 3:00 pmOn Thursday, July 11, Luke Schmidt, Vice President, Director of Research at Blue Vault, explains what many of Blue Vault's metrics mean. If you've ever wondered what exactly a metric refers to, or how Blue Vault got the number, this is a great chance to learn more. The webinar reviews:…
Speaker /s: Luke Schmidt
On Thursday, July 11, Luke Schmidt, Vice President, Director of Research at Blue Vault, explains what many of Blue Vault's metrics mean. If you've ever wondered what exactly a metric refers to, or how Blue Vault got the number, this is a great chance to learn more.
The webinar reviews:
- NAVs Distribution
- Rates Payout Ratios / Distribution Coverage
- Performance Returns
- Share Repurchases
- Interest Coverage Ratios and more…
Register to watch on-demand.
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 Blue Vault members and partners only. For information about becoming a member, click here.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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