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The constraint that sits at the center of every interval fund decision is liquidity.
These registered vehicles hold private market assets but offer redemptions only during defined periodic windows, meaning an advisor who selects the wrong manager has no straightforward exit.
On July 16, Envestnet, the Berwyn, Pennsylvania wealth technology company, published its first list of interval funds that have passed review by its Manager Research team, giving advisors a vetted shortlist for private markets allocation.
What the list is meant to solve Due diligence on interval funds is more demanding than on liquid alternatives.
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