Interval Funds are Gaining Momentum Because of Their Appeal

interval funds versus traditional mutual funds illustrationInterval funds are gaining momentum because of their appeal to mass affluent retail investors.

To take advantage of this emerging trend, asset managers need to understand how to support a successful entry into the interval funds marketplace, including:

  • How interval funds fit into a firm’s brand and current product mix.
  • Best practices for engaging and educating advisors about the advantages of interval funds.
  • Important considerations for successfully incorporating interval funds onto AIP.
  • Pricing strategies that balance historical premiums with today’s downward pressure on fees.

Complete the following form to download DST’s latest research paper, Leveraging Interval Funds To Generate Alpha For Active Strategies, to evaluate the pros and cons of interval fund structures compared to other product offerings.




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