• What Advisors Need to Know About Interval Funds

  • Apr 11 2024
  • Length: 31 mins
  • Podcast
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What Advisors Need to Know About Interval Funds

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  • Summary

  • Interval funds have found a foothold in the U.S. private markets, accumulating $48.9 billion in assets under management. PIMCO’s Christian Clayton explains some of the benefits and risks of this complex new investment vehicle.

    In this episode:

    • A clear definition of interval funds.
    • Benefits and drawbacks of interval funds.
    • When advisors should consider alternative investments.

    You can listen to this and other episodes of Big Picture in Practice wherever you stream podcasts.

    Additional resources:
    Read a summary of this episode: https://www.morningstar.com/business/insights/blog/podcast/big-picture-in-practice/private-markets-interval-funds
    Catch up on previous episodes: https://www.morningstar.com/views/podcasts/big-picture-in-practice
    Subscribe to our newsletter: https://www.morningstar.com/business/insights/research/big-picture-in-practice-newsletter

    Questions or ideas? Email us at bigpictureinpractice@morningstar.com.
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