Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or ...

SpaceX will soon launch, but eager investors don't have to wait for the stock to blast off before they gain exposure.

Sarah Abernathy, principal director of workplace fiduciary and investment solutions at Envestnet, conducts research and due diligence on multi-asset strategist managers within the firm’s platform. She ...

As investors face credit and interest rate risk — two of the more challenging aspects of the market over the past two years — some are looking to alternative investments such as interval funds.

Silver Anniversary Interval funds turned 25 years old this year. They had a proper birth, being conceived several months before their delivery. With 1992 being an election year, the presidential ...

XA Investments, a specialist in tracking closed-end interval and tender offer funds, has launched the XAI Interval Fund Index (INTVL) to track the total returns of a basket of 77 existing funds with a ...

Financials advisors affiliated with Envestnet can now access interval funds through the giant fintech’s unified managed account (UMA) platform. In a news release Monday, Envestnet, the Berwyn, ...

Since the global financial crisis, fund managers have explored new vehicles to tap into the private markets. A new wrapper aims to offer diversified opportunities. But no investment opportunity comes ...