This regularly updated page provides the best interval fund research sources for asset managers launching closed end interval funds, and for investors considering using the interval fund structure to achieve asset allocation goals.
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Background and Industry Research
Tools and Data Interval Fund Tracker
Charts and data covering trend in the interval fund sector, updated as new filings come in.
The New CEFs on the Block Morningstar
Morningstar is relatively negative on interval funds, but this is a good source.
Examines a variety of due diligence approaches for broker dealers to consider when selecting interval funds.
Unlisted Closed End Funds: Platform Perspectives and Market Update UMB Fund Services
Good discussion of the regulatory framework for interval funds.
Introduction to Interval Funds 2017 Mick Law P.C. LLO
Detailed discussion of structure.
Designing and Launching 1940 Act Regulated Funds: A Practical Guide Schulte Roth &Zabel
Outline for launching 1940 Act Funds.
Discusses interval funds, and other types of closed end funds.
Introduction and Overview of 40 Act Liquid Alternative Funds Citi Prime Finance
Puts interval funds into proper context of the 40 act fund universe.
Quick summary of the structure.
“Interval Alts” Combine Benefits of Alternative Mutual Funds and Traditional Hedge Funds Hedge Fund Law Report, July 28, 2016.
Discusses hedge fund strategies, and different vehicles to run them in.
Interval Funds: The Future of Alternatives -Angel Oak Capital
Investing in Interval Funds – Cion Investments
Traded vs Non-Traded Investment Funds -Cion Investments
Invest in Alternatives: Interval Funds – FS Investments
Understanding Interval Funds – Griffin Capital
RiverNorth Marketplace Lending What are Interval Funds? – Nexpoint
Understanding Investing: Interval Funds Pimco
Interval Fund Investing: Institutional Access – Resource Real Estate
RiverNorth Marketplace Lending Corporation (RMPLX)- Investing Guide – RiverNorth
Interval Funds: What Investors Need to Know – Union Square Capital Partners