Retail Spotlight: Luxembourg Part II UCI as a “Goldilocks” Solution (Private Funds CFO)

In their recent Private Funds CFO article, Goodwin partner Ajay Pathak and knowledge and innovation counsel Chris Ormond explain that there has been increasing interest from general partners looking to access a broader and more diverse pool of capital, including the more sophisticated retail market. The global regulatory environment is also evolving, with governments and regulators alike more willing to enable broader access to alternatives, recognizing the need for long-term capital to fuel growth and development. Managers weighing these products face a familiar set of challenges: how to reach a broader investor base, whether through in-house capability or by partnering with a large financial institution with wholesale distribution reach; how to leverage technology and digital platforms to deliver regular valuations and the transparency investors expect; and how to design a product with the right structure, investment strategy, and regulatory profile to scale effectively. With distribution, investment flexibility, and liquidity management emerging as the critical differentiators, the Part II UCI (undertaking for collective investment) merits a closer look.

Read the full analysis: “Retail Spotlight: Luxembourg Part II UCI as a “Goldilocks” Solution” (Private Funds CFO)