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XA Investments Senior Advisor Comments on Best Communication Practices for Fund Managers

The recently published FundFire article, “Oaktree Pulls Plug on New Energy Infra Fund,” discusses the decision by Oaktree Capital Management to abandon its energy infrastructure fund. The fund is one of two that resulted from Oaktree splitting a combined-strategy fund in 2017. Oaktree did not clarify whether it had yet raised any capital for the fund and, if so, whether it had a plan in place to return or repurpose such capital.

FundFire Article Discusses Schwab’s Decision to Halt Addition of New Interval Funds

New York, NY

Tom Stabile’s recent article, “Schwab Pulls Back on New Interval Funds,” examines the absence of new interval funds on Charles Schwab’s product platforms. Although a spokeswoman from Schwab insists there is no formal ban on these investment vehicles, Stabile noted other Schwab contacts had indicated the custodian “paused” the addition of new interval funds due to low demand among advisors.


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