Education > Know your alternatives > Invest for outcomes Invest for outcomes Discover an alternative way to approach your investment goals What outcomes are important to you? Beyond the big picture of saving for life’s milestones like college education and comfortable retirements, there are strategic, portfolio-level goals to consider. Click on an outcome to learn more...

What is an interval fund? An interval fund is a type of closed-end fund that offers liquidity to investors at stated intervals – typically quarterly, semiannually or annually. This means shareholders are able to sell a portion of their shares at regular intervals at a price based on the fund’s net asset value.  Interval funds may...