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Feb 3, 2021

Bringing alternative strategies to the mass affluent market

The events of 2020 were the toughest test all investment classes have faced since the 2008 financial crisis, and interval funds were no exception. Many funds experienced outflows far higher than normal and were compelled to pro-rate investor redemptions to lower percentages than demanded.

Sep 6, 2019

Selling and distributing closed-end interval funds

Selling and distributing closed-end interval funds is an ever-changing landscape for product sponsors. There are many nuances with regard to how interval fund products are marketed and sold at the various platforms and intermediaries.

Aug 15, 2019

Product trends: what the future holds

Like a hurricane that never ends, the investment management industry continues to be buffeted by disruptive forces – fee compression, technology, regulatory uncertainty, the list goes on.  To that end, we recently surveyed Heads of Product Management and Product Development from 35 firms across the industry to get their perspectives on key issues.

Sep 17, 2018

Interval and tender offer funds: attractive wrappers for retail and alternative managers

Interval and tender offer funds have become some of the most popular investment wrappers in 2018, appealing to both alternative managers and traditional retail investment managers. 


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