Semi-Liquid Products: Setting Realistic Liquidity Expectations

Many investors want two things at once: private-style returns and mutual-fund-style liquidity. Semi-liquid structures try to balance this, but the balance comes with rules and limits.

Liquidity is a feature, not a promise. Redemption windows can be subject to notice periods, limits, and market conditions. Whether it is a semi-liquid AIF structure or a strategy with controlled liquidity features, the first step is to understand what can happen in stress.

Set expectations before you invest, not after. If your near-term cash needs are unclear, keep that money in truly liquid instruments and let semi-liquid products play only a defined role.

Truvest Insight: Liquidity planning is risk management.

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