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Asset Class Introduction: Semi-Liquid Evergreen Private Equity

The Author
Dan Picard Head of Alternatives Product Development
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Key Takeaways

  • In the last several years, individual investors have increasingly embraced semi-liquid evergreen funds to access alternative investments. A shift can also be seen in the institutional market and with family offices.
  • With no drawdown period, evergreen funds provide immediate access to a diversified portfolio and may have the ability to provide some liquidity in a traditionally illiquid asset class.
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