What Advisors Need to Know About Interval Funds
Interval funds have found a foothold in the U.S. private markets, accumulating $48.9 billion in assets under management. These complicated wrappers pull from new private-market opportunities but may be unfamiliar. When are interval funds right for a client?
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Interval funds have found a foothold in the U.S. private markets, accumulating $48.9 billion in assets under management. PIMCO’s Christian Clayton explains some of the benefits and risks of this complex new investment vehicle.
In this episode:
- A clear definition of interval funds.
- Benefits and drawbacks of interval funds.
- When advisors should consider alternative investments.
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