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Interval Funds are Having Their Moment

March 23, 2017

Interval Funds are Having Their Moment

March 21, 2017 | Barron’s 

Interval funds are proliferating as investors reach for yield, but the products have serious drawbacks, according to Morningstar.

PIMCO last month launched an interval fund—PIMCO Flexible Credit Income—and registered to raise $1 billion in assets.

In all, there are some 20 interval funds in registration, nearly as many as are currently live.

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Second Annual Blue Vault Broker Dealer Educational Summit 2016
Broker Dealer Educational Summit 2016
April 14, 2016

The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.