What are Interval Funds? – Wall Street Journal
Some researchers think there will be both a need and a demand for exposure to such assets in the near future. Low returns from traditional investments by historical standards will lead to a “steady stream of assets moving into alternative investments,” says a 2016 report from consulting firm McKinsey and Co. “These flows will be redirected heavily toward illiquid private markets.”
Interval funds may also provide a boost for financial advisers in a world where passive investing in funds that track market indexes is the rage.
“What retail investors now hold is largely a portfolio of passive exchange-traded funds, so the alternative-assets domain is how the adviser will add value to the client,” says Kimberly Flynn, managing director of XA Investments LLC in Chicago.
Alts offer a new course- – Financial Advisor Magazine
Also, registration is still open for the Adisa Due Diligence Forum. This event is designed for industry professionals who are employed with a Broker-Dealer, RIA, Family Office, Due Diligence Firm, or select others, that offer alternative investments in their business.