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BLOGS. January 30, 2023

Closed End Interval Funds: The Convergence of Retail Alternatives

Closed End Interval Funds (CEF Intervals) are an interesting case study in the expanding market of retail alternatives. The versatile product wrapper enables product managers to build a strong, limited liquidity alternative portfolio, yet still has the '40 Act characteristics that allow it to access a broader and deeper range of retail investors than most alternatives. These characteristics have driven intervals to be the primary product that opens the door for retail alternatives convergence.