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BLOGS. July 9, 2026

Bonus Share Programs in Retail Alternatives – Is Your Firm Ready?

The retail alternatives market has expanded significantly over the past several years, driven by the steady growth of interval funds and tender offer funds and a wave of new product launches targeting advisor-distributed channels. As the category matures, however, fund sponsors face the familiar challenge of standing out in an increasingly crowded field. Investment strategy alone is no longer a sufficient differentiator. Sponsors are now looking beyond the portfolio and asking what else they can offer investors and the advisors who serve them.


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