Are You Exploring New Product Structures? Launching an Interval Fund

With investors demanding more sophisticated investment choices and access to higher yielding securities, many advisors we’ve talked with are taking a more strategic approach to investment management. Such an approach may call for an investment vehicle that offers access to retail investors while maintaining the basic profile (risk/return) of their strategy.

In this article, "Are You Exploring New Product Structures?", our industry professionals share recommendations on what firms should consider before launching an interval fund.

This article was originally published in the 2017 edition of the Mutual Fund Service Guide.




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