Professional Services Perspectives

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Building Strong Marketing Foundations for Alternative Investments

Financial advisors may navigate an ever-expanding universe of offerings, but what they truly seek is clarity: a concise understanding of how your fund works, how it performs, and how it fits into a client’s financial picture.

iCapital® Expands Global Footprint with New Office in the United Arab Emirates

Dec 11, 2025

Strategic presence at Abu Dhabi Global Market reinforces iCapital’s strong commitment to the Middle East and enhances regional access to private markets.

CIM Group Named Infrastructure Manager of the Year by Insurance Investor

Dec 10, 2025

CIM Group was also shortlisted for Real Estate Manager of the Year, underscoring the firm’s growing influence and leadership in insurance for both its real estate and infrastructure strategies.

Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts

Dec 10, 2025

Nine in 10 advisors now allocate to alternative investments and nearly half of respondents dedicate more than 10% of client portfolios, with demand growing from non-accredited clients.

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Investor Relations for Global Funds

Aug 21, 2024

David Fisher | Phoenix American Investor relations are a vital component of the success of any global fund. Effective investor relations involves more than just regular...

ElmTree Funds Announces New Early Investor Incentive Program

Aug 21, 2024

ElmTree Funds ElmTree Funds, a leading private equity real estate firm with an established track record in the commercial real estate net-lease sector, announced today an...

KKR Acquires Portfolio of Six Class A Industrial Warehouses Across the U.S.

Aug 20, 2024

KKR KKR, a leading global investment firm, today announced that KKR has acquired a portfolio of six well-located, Class A industrial logistics properties in major U.S....

Blue Vault Begins Publishing Q2 2024 BDC Individual Performance Reports

Aug 20, 2024

Blue Vault will publish 23* Nontraded BDC Individual Performance Pages (IPPs) for Q2 2024. The following ten IPPs were published today and are available to Blue Vault...

The Wealth Consulting Group: An Advisor Incubator Creating Real Industry Impact

Aug 20, 2024

Johnathan Rickman | Blue Vault The best leaders are those who pay it forward. Rather than simply set a good example, they are driven to help pave the way for others’ future...

Capital Square Receives Zoning Approval for Mixed-Use Apartment and Hotel Project in Richmond, Virginia

Aug 20, 2024

Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of multifamily communities,...

An Interval Fund’s Portfolio Flexibility vs. a Nontraded REIT

Nov 6, 2023

The question we ask is, “If a nontraded REIT can only significantly shift its sector allocations by growing its assets or selling and reinvesting proceeds from sales, how flexible can it be in re-allocating to anticipated out-performing sectors?”