2025 ACA Conference
Join us in sunny Orlando, Florida for ACA's 2025 Conference, "Preparing Today, Protecting Tomorrow," where industry leaders and experts will converge to explore the evolving landscape of financial services.
Conference
Distribution Insights and Alerts
View our latest articles and insights on best practices and trends in distribution.
Latest insights and alerts
An Overview of Tender Offer Funds
Tender offer funds repurchase shares at the Board of Trustees’ discretion pursuant to Rule 13e-4, Section 14, and Schedule TO under the Exchange Act.
Article
- Distribution
An Overview of Interval Funds: Rule 23c-3
An overview of Rule 23c-3 forms the foundation for understanding interval funds’ fundamental structure. Rule 23c-3 delineates the regulatory framework, mechanisms, and restrictions for how interval funds conduct repurchase offers.
Article
- Distribution
ACA Group Announces Agreement to Acquire UMB Distribution Services, LLC
Acquisition expands ACA Foreside’s distribution leadership, now distributing and servicing over an estimated $2 trillion in assets.
Press Release
- Distribution
- ACA News
The History of Interval and Tender Offer Funds
The history of tender offer and interval funds helps contextualize their current regulatory framework and purpose in the asset management industry.
Article
- Distribution
An Introduction to Interval and Tender Offer Funds
Non-traditional closed-end interval and tender offer funds constitute an important segment of the investment industry. Their unique structure allows asset managers to deliver alternative and illiquid investment strategies to a broad investor base.
Article
- Distribution
White Paper: Regulatory History Frames Current Issues for the ETF Industry
We partnered with K&L Gates to look back at the evolution of the ETF industry in the U.S. over the past 30 years. The themes highlighted in this paper will likely guide the continuing evolution of ETFs.
Article
- Distribution