What Advisors Need to Know About Interval Funds | Morningstar

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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.

You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

Additional resources:Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/private-markets-interval-fundsCatch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practiceSubscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

Questions or ideas? Email us at bigpictureinpractice@morningstar.com.

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