Why are pooled bond funds bad for affluent investors?
Investors with over $1 million in investable assets have an interest in maintaining control, tax-efficiency, and transparency, often putting them at a disadvantage when investing in pooled bond funds. While bond funds may seem like a simple and convenient way to gain exposure to fixed income, they come with several drawbacks that make them less suitable for investors with substantial...
By: Indexopedia Research Team | January 8, 2025
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