Mutual funds

Alternative assets have gone mainstream and are poised to keep growing in the coming years.

Investment advisers who manage client assets in separately managed accounts (SMAs) may encounter challenges scaling their products or executing certain strategies within an SMA.

For more than 20 years, series trusts have been popular organizational structures for launching a new mutual fund. Today, hundreds of funds throughout the mutual fund industry with assets measured in the hundreds of billions utilize a series trust structure.

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