Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Recent News
How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021?
How did the capital raised by nontraded REITs in Q4 2022 compare to the amount raised in Q4 2021? Answer: Nontraded REIT programs raised $5.29 billion in Q4 2022, down from...
Private Credit Funds: Challenges and Opportunities
Private Credit Funds: Challenges and Opportunities May 16, 2023 | SS&C Changes in the mainstream lending landscape and the market’s less volatile nature drive more...
Poll: Biggest Challenge to Investing in Alts
Daniil Shapiro (Cerulli Associates) analyzes the results of a poll taken during the webinar, Integrating Alternative Investments into Your...
Luke Schmidt: Education is Key
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the importance of ongoing alts education for advisors in this video clip from the webinar, Integrating...
Daniil Shapiro: Defining Alts
Daniil Shapiro (Cerulli Associates) defines alternative investments in this video clip from the webinar, Integrating Alternative Investments into Your...
Kimberly Flynn: The Growth of Interval Funds
Kimberly Flynn (Managing Director, Alternative Investments at XA Investments) talks about the growth of interval funds introduced by asset managers and RIAs in this Blue...
More articles…
Multifamily Still Holds Top Perch Despite Supply, Household Formation Concerns
Apartment rents have surpassed pre-pandemic levels in many cities across the US, pushing investment sales numbers in the segment to historic highs. And they are expected…
May Apartment Rents Posted Largest Increase for 2022
Apartment rents are growing more slowly than they did in 2021, but at a pace faster than the years immediately preceding the pandemic…
Federal Reserve Sees Multiple CRE Markets Softening
According to a recent Federal Reserve report, there’s still growth in overall economic activity, but reports on real estate…
US Hotel Occupancy Falls in Week Ended May 28
Occupancy at U.S. hotels decreased to 66.5% during the week ended May 28 from 68.6% in the previous week, according to data from STR Inc., which tracks the…
You Asked and We Answered: Five Questions about Opportunity Zones
If you are considering investing in an Opportunity Zone Fund such as ours, it’s worth understanding why and how. We put together these…









