interval funds

Advisor Upside

Private Ayes: SEC Votes Yes on Proposals to Expand Retail Access

Photo via Graeme Sloan/Sipa USA/Newscom

The agency is proposing to allow performance-based compensation, to make interval funds more accessible and to change accredited investor standards.

2 min read

Photo via ProShares

Advisor Upside

Let’s Wrap: ProShares CEO Michael Sapir Talks Expanding Beyond ETFs

The issuer, which surpassed $100 billion in assets last year, is preparing for another aggressive expansion of its product lineup.

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Advisor Upside

Investors Need Real Talk About Interval Funds

Stressed interval funds have been in the headlines lately, but prorated withdrawals have always been a part of the bargain.

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Advisor Upside

Harrison Street Opens Interval Fund Auction to Ease Liquidity Pressures

Spikes in market volatility and negative alternative-asset headlines have driven redemption requests past quarterly limits for major managers.

2 min read

Advisor Upside

Inside the Interval Fund from Vanguard, Blackstone, Wellington

Photo by Roman Tiraspolsky via iStock

The announcement follows similar plans by prominent asset managers like State Street, Apollo, KKR and Capital Group.

2 min read

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