March 20, 2018
Blue Vault is pleased to announce the release of new Interval Fund individual performance pages…
New Interval Fund individual pages have been updated, per the funds’ most recent filings, and are now posted to the Blue Vault website for your review.
For your convenience, Blue Vault has begun to complete its research on Interval Funds as their reports are filed with the SEC. Because Interval Funds have different filing deadlines, we will no longer wait to accumulate all Interval Fund data in one large batch. Instead, as Interval Fund data becomes available through public filings, Blue Vault will complete its reporting and release each Interval Fund individual performance page accordingly. Subsequently, Blue Vault will compile all data in its more comprehensive Interval Fund Review twice per year.
The following reports are covered in this release:
You may also access these reports by clicking on “Subscriber-Only Research“, “Interval Funds and Nontraded CEFs”, then “IFCEF Individual Reports” on the toolbar at the top of this page. Scroll down to 2018, then the appropriate period ending date.
As always, please feel free to contact us with any questions or feedback you may have.
The Blue Vault Team
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If you are a financial advisor and are not currently subscribing to the IFCEF Review, please contact Dawn McDaniel with Blue Vault by email or phone at 678-456-4787 for more information on pricing.
If you are a product sponsor, please contact Brooke Heffington with Blue Vault by email or phone at 678-456-4290 for more information on pricing.
Broker Dealers and other firms, including real estate companies and investment banks, should contact Betsy Ricks by email or phone at 678-456-4640.
The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.