Ins and Outs: The Evergreen Appeal of Hybrid Fund Structures

Hybrid funds are moving from niche to necessary as liquidity shocks and investor demands reshape the market. This report explores who these vehicles serve, why demand is accelerating and how managers are meeting their biggest operational challenges. Key insights include:

• Investor priorities across wealth and institutional channels and how they shape product design.
• The trade-offs managers face with fundraising, fees and cash drag.
• Operating models that work: gating mechanics, monthly valuations and build vs. buy tech.

Find out how to turn market momentum into a scalable strategy.