February 24, 2023
Market opportunity and outlook for interval and tender-offer funds
Market opportunity and outlook for interval and tender-offer funds February 24, 2023 | UMB Unlisted closed-end funds (CEFs) have maintained their momentum even after several years of significant growth, surpassing $100 …

Read more

Market opportunity and outlook for interval and tender-offer funds

February 24, 2023 | UMB

Unlisted closed-end funds (CEFs) have maintained their momentum even after several years of significant growth, surpassing $100 billion in assets under management (AUM) in 2022, an all-time record for the category, which is made up of interval funds and tender-offer funds.

Not surprisingly after colossal new-product growth in 2021, assets raised by new products slowed in 2022, which is shown in our latest research, compiled in partnership with FUSE Research Network.

The research indicates that the market for unlisted CEFs is beginning to show signs of maturation, but this set of fund structures continues to exhibit the potential for continued growth in assets.

≡ Continue Reading

 

Recent

RIA Email Marketing That Misses

RIA Email Marketing That Misses

Every email should serve a purpose in the journey toward building a relationship, not just securing a transaction. 
Boost Advisor Engagement on LinkedIn

Boost Advisor Engagement on LinkedIn

With a thoughtful strategy, this platform can become a real asset for connecting with advisors, building visibility, and supporting your sales efforts in a way that’s both compliant and effective.
Why Your Pitch Deck Fails

Why Your Pitch Deck Fails

The pitch deck’s role is to spark interest and build confidence—not to close the deal outright. Leave space for curiosity.

Most Popular

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 10-3-2023 Blue Vault wishes to acknowledge and apologize for the delay in publishing some Q2 2023 NTR Individual Performance Pages (IPPs) as well as the full review. We recently added additional reporting metrics to our IPPs, and that, combined with coverage of all share classes and some additional…
Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-25-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded REITS American Healthcare REIT Q2 2023 Apollo Realty Income Solutions Q2 2023 (limited operations) Ares…

Explore

Blue Vault Logo
Don’t miss alts news
and educational events

Subscribe Now