XAI Blog Post Highlights Educational Considerations for Semi-Liquid Funds

In a recent blog post, XA Investments (“XAI”) breaks down recent headlines addressing interval funds, tender offer funds, BDCs, and other semi-liquid product wrappers. XAI notes that investor and media education remains critical in this space and encourages fund sponsors to consider addressing “the fundamental differences in product structures with respect to key matters such as liquidity.” The blog post offers a comparison table breakdown of the various product wrappers and a brief descriptor of each. As a sidenote, fund boards may find this table useful as they examine these product structures. In the post, XAI emphasizes “The long-term health and wellness of the interval fund marketplace and the growth of alternatives in the private wealth markets will be supported by these collective efforts.”

Click here to read the XA Investments blog post.