Alternative Investments
How Interval Fund Liquidity Actually Works: Tender Offers, Auctions, and the Real Cost of an Early Exit
Interval funds hold $131 billion in assets across 148 funds, up from $39 billion in just 66 funds in 2020, according to the Investment Company Institute .
Jeff Barnes, MBA··12 min read
Market Analysis
UBS's New Interval Fund Seeding Trick: Reorganizing an Existing Credit Partnership Into a Registered Vehicle
TL;DR: UBS Asset Management filed registration documents for the UBS Asset Management Credit Income Opportunities Fund, a non-diversified, closed-end interval fund organized as a Delaware statutory trust on July 9,...
Jeff Barnes, MBA··11 min read