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Hybrid, 40 Act, evergreen funds and more: What you need to know

The rise of novel fund types.

Cover story: In this month’s cover story, Jack Willoughby and I take a look at the rise of novel fund types, including both registered 40 Act funds, unregistered hybrid funds, ‘evergreen’ structures and more. We look at some of the top-line challenges in operating and managing these complex vehicles as more and more managers look to push boundaries in order to tailor features for a broader investor base.

Email prepared by Graham Bippart