Professional Services Perspectives
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Headlines
Symmetry Partners Selects SEI’s Advisors’ Inner Circle Fund to Launch First ETF
Platform offers turnkey operational support for investment managers seeking diversified, innovative strategies.
Mentenova and SEI Partner for Global Equity Investments
Science-backed, data-driven process powered by technology to deliver better outcomes for South African investors.
Inside the V(ALT) with Marketing Intent
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Content Leverage and Reuse: Marketing With a Lean Team
Cherie Fournier and Alise Lucero offer guidance on repurposing and extending the shelf life of marketing content—helping sponsors strengthen fundraising and advisor engagement even with limited resources.
Recent News
The Power Of Graphics In Alternative Investments Marketing
Marketing Intent In alternative investment marketing, the power of clear communication cannot be overstated. Amidst the industry jargon, complex investment strategies, and...
Morningstar DBRS Revises Apollo Debt Solutions BDC’s Trend to Positive from Stable and Confirms Long-Term Credit Ratings at BBB (low)
MorningStar DBRS DBRS, Inc. (Morningstar DBRS) confirms the Long-Term Issuer Rating and Long-Term Senior Debt rating of Apollo Debt Solutions BDC (ADS or the Company) at BBB...
Mercer Expands Private Market Access with Launch of Aspen Partners
David Bodamer | WealthManagement.com Mercer Advisors, a wealth management and financial planning business with $60 billion in client assets, is expanding its private markets...
KKR eyes Japanese private credit
Selin Bucak | KKR US-based alternative asset manager KKR is mulling entering the private credit market in Japan, according to a report in Bloomberg. The group’s Japan head...
Blackstone’s $59 Billion Property Trust Hit by Starwood Fallout
John Gittelsohn and Dawn Lim | Bloomberg A $59 billion Blackstone Inc. property trust is contending with the fallout from a rival’s decision to enforce stricter limits on...
John Hancock Closed-End Funds Declare Monthly Distributions
The John Hancock closed-end funds listed below declared their monthly distributions today as follows: Declaration Date: June 3, 2024 Ex...
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Dan Goodwin: The Challenge Facing Alternative Investments in 2023
In this Blue Vault Minute, Dan Goodwin talks about events in 2022 that pose a challenge for alternative investments in 2023.
Seeing the Effects of Higher Interest Rates on Housing Supply
Fewer builders are starting new homes amid high prices for materials and loans, and the trends are threatening housing shortages. The Fed is fighting inflation today at the cost of boosting inflation in the future. High interest rates hurt construction because they make it more expensive for developers to build…
US Homebuilder Sentiment Increases to Almost One-Year High
US homebuilder sentiment advanced in June to an 11-month high as a limited supply of existing homes continued to spark interest in new construction…
Tax Advantages of Public Nonlisted REITS
The tax laws applicable to non-listed REITs may reduce, defer or eliminate taxes. We’ll explain each of the potential tax advantages and also provide some hypothetical examples of how they work together…
Capital Square Multifamily Portfolio Reports 94.8% Occupancy at End of First Quarter 2023
Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer of multifamily communities, reported multifamily operational results as of the close of the first quarter 2023. Capital Square’s multifamily portfolio is comprised of 55 residential communities totaling nearly 14,000 units located primarily in the Southeastern United States…











