Blue Trust has unveiled a new private investing platform in partnership with Vident Asset Management, Brightlight, and Mammoth Technology, marking a pivotal moment for faith-based investing. This platform is designed to offer a faith-driven approach to financial management, catering to investors who wish to align their financial objectives with their ethical and religious values. With $59 billion in assets under advisement, Blue Trust's initiative is poised to redefine private investing by integrating specialized due diligence and advanced technology.
The collaboration leverages Brightlight's expertise in ethical investment research to ensure all opportunities meet stringent impact-driven criteria. Meanwhile, Mammoth Technology contributes its innovative platform to streamline workflows and enhance user experience, making it easier for advisors to manage investments efficiently. Brian McClard, Chief Investment Officer of Blue Trust, highlights the platform's potential to empower advisors in serving clients who seek to integrate their faith with their finances more deeply.
Targeted at registered investment advisors and broker-dealers, the platform offers access to a curated selection of private funds, ensuring advisors play a central role throughout the investment process. This not only strengthens client relationships but also improves service delivery. The platform's unique approach allows for collaboration with various fund managers while maintaining a standardized, white-labeled process for advisors, thereby reducing costs and minimizing errors.
Steve Zuschin, Chief Revenue Officer at Mammoth, underscores the platform's emphasis on enhancing advisor-client relationships, with clients experiencing their advisor's brand at every step. Additionally, the platform provides flexible investment structures, enabling advisors to customize options to meet specific client needs, including private fund limited partner engagement or the creation of special purpose vehicles for pooling client assets.
This groundbreaking platform represents a significant advancement in faith-based investing, offering a novel way for advisors to deliver investments that resonate with clients' financial aspirations and moral convictions. As the financial sector evolves, this initiative sets a new benchmark for the integration of faith and finance in private investing. For more information, visit https://www.bluetrust.com.
