Blue Vault is pleased to announce the release of the Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports—a comprehensive review of where alts stand at the mid-way point of the year and what to look for as we move ahead. The Outlook, our largest report to date, contains article content from 20 different industry firms on a variety of important topics.

Since our last report, some of the biggest names in wealth management, such as BlackRock and Morgan Stanley, have called for boosting alts allocations in client portfolios to as high as 15% or even 20%. With growing interest in alts, advisors who can effectively navigate these investments will be better equipped to provide tailored strategies for clients.

Fortunately, the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this year’s report. The Outlook is a product of the Blue Vault Alts Educational Board, which consists of 16 executives from 16 different wealth firms across the financial services industry. The Outlook covers a range of sectors and structures in the universe of private credit, private equity, and private real estate such as:

As the financial landscape continues to evolve, wealth advisors are staying ahead by broadening their expertise in alternative investments. These assets—ranging from private equity and private credit to real estate and commodities—offer more than just diversification beyond traditional stocks and bonds; they offer the potential for higher returns that advisors can leverage to help investors meet their wealth preservation goals.

Visit the Blue Vault website to download the Outlook and stay on the cusp of all things alts!

About Blue Vault

Founded in 2009, Blue Vault provides access to historical performance data that was once stored only deep inside financial statements and filings, and difficult to obtain. Through Blue Vault, wealth advisors gain access to in-depth performance-based research on nontraded REITs, nontraded BDCs, interval funds, tender offer funds, and preferred shares.

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As the financial landscape continues to evolve, wealth advisors are staying ahead by broadening their expertise in alternative investments.