How to Incorporate Semiliquid Funds Into a Portfolio
How investors can set realistic expectations, choose the right vehicle, and size allocations with care.
Chris Tate is a senior manager research analyst for Morningstar. He is responsible for conducting qualitative research on Australian and New Zealand fund managers and their funds.
Before joining Morningstar in 2020, Tate worked for over a decade in financial services, including several years as a financial adviser. He was responsible for advising clients and creating holistic financial advice addressing asset allocation, portfolio construction, and retirement planning.
Tate holds a bachelor's degree in commerce from Deakin University. He also holds the Certified Financial Planner™ and Chartered Financial Analyst® designations.
United States