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.
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.
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.
Understanding fund custody: Private versus publicly offered fund vehicles
Fund custody can be a confusing topic. Discover the differences between private fund custody and registered fund custody.
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.
Interval and tender-offer fund distribution strategies
When it comes to registered products, a solid investment strategy paired with intentional distribution strategies is essential.
Public, nontraded business development companies (BDCs) vs. tender-offer funds
Recently, we have seen increasing interest in public, nontraded BDCs among our clients who offer interval funds or tender-offer funds.
Launching a private fund with plans to convert to a registered fund
Here, we explore how some alternative-investment managers launch private funds expecting to convert them to registered funds.
Interval funds vs. tender-offer funds: An overview for investment managers considering a launch
Difference between interval and tender-offer funds and what trips up investment managers during the fund formation process.
New entrants to the registered fund space: Don’t fight the ’40 Act!
The SEC recently issued a risk alert for fund managers, highlighting deficiencies and weaknesses. Learn why you don’t fight the ’40 Act.
