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Cerulli Associates and Blue Vault Launch First Ever Comprehensive Survey on Alternative Investments

January 25, 2021

Cerulli Associates and Blue Vault Launch First Ever Comprehensive Survey on Alternative Investments

January 25, 2021

Cerulli Associates and Blue Vault have partnered on a brand new research study that seeks to understand advisor use of Alternative Investments via a comprehensive approach not previously undertaken across the industry. The survey covers the widest variety of alternative products – from liquid alternatives to mostly non-liquid products like non-traded REITs and interval funds as well as illiquid alternatives and trending topics like SPACs and cryptocurrency.
 
We invite you today to participate in this confidential research study. It would be most helpful to know your opinion.
 
For participating, you will receive complimentary key findings from this study upon its completion, alongside additional research reports from Cerulli and Blue Vault: 
 

• Cerulli’s “The Price of Advice” report offers tactical tips and data-driven insights on establishing competitive fee structures (e.g., AUM fees vs. financial planning fees), including average fees charged by advisors.

• Blue Vault’s “The History of Nontraded REIT Full-Liquidity Events” provides a glimpse into the world of NTRs since their inception in 1990, and dissects their real performance.  

 
As Cerulli and Blue Vault work together to drive greater transparency in the alts space, it would be immensely helpful if you would share your honest opinions with us today about your experience with alts.
 
All research is confidential and no information will be attributed back to you or your firm.  The study takes 15-20 minutes to complete and will close on Friday, February 5th
 
For more information about Cerulli Associates, please click here. To find out more about Blue Vault, click here.
Go Back
Gil Armour, CFP
February 3, 2016

I have been using Blue Vault Partners for the past five years.  I have found them to be a valuable, unbiased resource when it comes to evaluating and comparing non-traded REITs.  The reports help me analyze which sponsors are doing a responsible job of managing their offerings.  This allows me to limit my REIT recommendations to only the most competitive products, and then track those REITs throughout their life cycle.