Investing in MLPs: Which Vehicle is Right for You?

October 31, 2014

Since our last Master Limited Partnership (“MLP”) newsletter in 2011, the MLP market has grown from $220 billion to $437 billion as of September 2014. Investors have been on a “search for yield” over the past few years and the MLP space has proven to be an attractive investment with high yields and attractive growth opportunities. In the past, investing in MLPs has traditionally come with complicated tax related issues, which have often deterred institutional investors. As institutional interest continues to expand into the MLP space, however, institutional-friendly products have emerged. This newsletter takes a look at some of the recent developments in the MLP space and examines the channels by which investors can access MLPs in a tax efficient manner.

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The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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