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