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Articles Section

Articles SectionAdmin Bantics2022-11-23T13:18:48-05:00

Article From the 2022 Interval Fund Spring Manager Spotlight

Interval Funds are a Fast-Growing Alternative Investment Vehicle

Healthy Capital Markets and Economic Growth to Boost IPOs and Other Private Market Opportunities

Interval Fund Structure Poised for Growth as Investors Seek Access to Private Markets

With Higher Yields and Strong Growth Potential, Now is a Great Time to Invest in a Real Estate Interval Fund

Managers Starting to Favor Interval Funds for Structured Credit Finance

Low Interest Rates and Wider Spreads Providing Greater Opportunities for Fixed Income Interval Funds

Articles from the AICA Summer Summit Opening Segments

Goldman Sachs Eyes Real Estate Investment Opportunities with its First Interval Fund

Demand for CEFs Expected to Increase as Investors Look for Alternative Fixed Income Products

CEF Articles from the AICA Summer Summit

Interval Funds are a Fast-Growing Alternative Investment Vehicle

Healthy Capital Markets and Economic Growth to Boost IPOs and Other Private Market Opportunities

Interval Fund Structure Poised for Growth as Investors Seek Access to Private Markets

With Higher Yields and Strong Growth Potential, Now is a Great Time to Invest in a Real Estate Interval Fund

Managers Starting to Favor Interval Funds for Structured Credit Finance

Low Interest Rates and Wider Spreads Providing Greater Opportunities for Fixed Income Interval Funds

Litigation Expected as SEC’s Ruling on Boulder No-Action Letter Limits Activism

Managers Now Offering Term CEFs to Minimize Premium Discounts

Closed-End Funds Offer Equity Investment Opportunities Despite Increased Volatility

How Taxable Fixed Income Is Helping Managers Preserve Principal and Find Yield

Higher Yields Spur Strong Demand from Investors for Municipal CEFs

BDC Articles from the AICA Summer Summit

Larger BDCs Weathering COVID Much Better than Those Targeting Lower Middle Market Businesses

BDC Industry Evolution to Favor the Largest Players

With a Majority of BDCs Trading Below Net Asset Value, Differentiation is Key

BDC Sessions

Interval Fund Articles from the AICA Summer Summit

We are appreciative of Northern Trust for sponsoring this content.

Despite Headwinds caused by the Covid-19 Pandemic, Many Industries Still Present Investment Opportunities in Real Estate

Interval Funds Provide Access to Investments Normally Unavailable to Retail Investors

Summary Article from the AICA Summer Summit

Closed-End Funds Finding Investment Opportunities Despite Ongoing Market Challenges

Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).