05 Sep 2016
In the past few years, a growing number of funds have reached the end of their life and the process to liquidate, restructure or extend has been undertaken.  The success of this procedure appears to have been somewhat mixed leaving some investors and fund managers, no doubt, frustrated and disappointed. 

This led to INREV, AREF and IPF creating the End of Fund Life Report which outlines guiding principles and best practice to help improve the end of fund life experience for all those involved.

Download

End of Fund Life Report 479 KB Download

Tags

End of Fund Life

Author

Rachel Portlock

Rachel Portlock

Head of Research, AREF

Rachel is responsible for working with a number of AREF committees, including the Research, Corporate Governance and ESG & Impact Investing Committees.

Previous to joining, Rachel worked as an independent investment management professional in real estate and prior to this she spent 11 years at Aviva Investors in the Real Estate Team as a Strategist and six years at Henderson Global Investors. 

Rachel has taken on a number of projects for AREF over the last few years, including the End of Fund Life Project, the Fund Structures Report, the History of AREF and also worked on the Open Ended Fund Pricing Project, in conjunction with INREV.

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