Five trends shaping product development for unlisted closed-end funds in 2026
Based on our perspective and discussions with partners, we have identified several trends in product development. Here, we explore the five trends that stand out for the year ahead.
Operational considerations in limited partnership secondary transactions
Discover why secondary purchases of limited partnership interests are of growing interest to our alternative investment clients.
The fund audit off-season: Fall planning meeting checklist
Holding a fall planning meeting is a valuable way to capture lessons from the last fund audit experience and to plan for the next.
Why convert a mutual fund or ETF to a series trust?
Hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.
Year-end 2025 numbers update: Interval and tender-offer funds reach $239 billion as structural test begins
Read our analysis for interval and tender-offer funds from year-end 2025 and gain insights from our market report.
Evaluating a potential mutual fund to ETF conversion
Converting from mutual funds to ETFs can appeal to the evolving preferences of investors. However, it demands careful thought and preparation.
Using tax blockers with interval and tender-offer funds
Read how in the context of interval and tender-offer funds, tax blockers are tax-paying corporate entities used to transform "bad" into "good" income.
Comparing ’34 Act funds to private funds and registered funds
Asset managers are considering ’34 Act funds to bridge a gap between traditional private funds and ’40 Act registered funds. Here, we explore how ’34 Act funds fit in.
What private fund managers should know about presenting to a ‘40 Act fund’s board
For private fund managers new to the '40 Act space, the role of a fund's board is often underestimated. Read our tips for the initial presentation to the board.
Trustee perspective on collateralized fund obligations (CFOs)
Strong demand for private equity and credit investments has increased the popularity of collateralized fund obligations (CFOs). Here are insights from our work on CFOs.
