Fund Companies Rights Offerings Managed Distributions Leveraged Funds IPOs Asset Classes CEF Advisors




Key Factors When Considering Closed-End Funds
Anne Kritzmire, Managing Director at Nuveen Investments, explains what investors should consider when looking at closed end funds and she provides an outlook for the industry in the near future.

Stephen MinarTrends and Strategies Within the Closed-End Fund Space
Stephen Minar, Vice President of BlackRock talks about distributions within closed-end funds and shares his outlook on volatility and growth within the space. Stephen also comments on the consolidation trend happening within closed-end funds and how it is effecting liquidity.

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Closed-End Funds Defy Conventional Wisdom on Yields and Discounts
Valuation and income potential are good places to start when evaluating closed-end funds. However, as this research analysis shows, the draw of high yields and deep discounts can distract investors from other factors that may have a larger impact on returns in the long run.
Cohen & Steers

Closed-End Fund IPO Trends
This research report provides a glimpse into what trends have been emerging among CEF IPOs during the past few years, and the significant innovation in the CEF IPO market that took place in 2015.

Tortoise Talk April 2016
The first quarter ending on March 31, 2016 was a tale of two halves for the energy sector, which continued to experience volatility during the first half, but hit an inflection point midway and saw improved performance during the second half of the quarter.
Tortoise Capital Advisors

Five Ways to Implement Closed-End Funds in Your Portfolio
CEFs offer investors a unique way of accessing the potential for income and capital growth. Here are five ways investors can seek to implement CEF investments in their portfolios.

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Finding Value and Opportunities in CEFs
Strategies to help navigate volatile market conditions

Tuesday, July 26 • 4:00 PM ET

Moderator: Jon Diorio — BlackRock
Will Korver — Guggenheim
Chris Larsen — Legg Mason
Mike Taggart
— Nuveen Investments



Advisor Summit on Closed-End Funds
Wednesday, September 14
New York, NY

Agenda Highlights:
• The Role and Benefits for Today's Investor
• Generating and Managing an Income Stream
• Alternative Strategies in the CEF Space
• Finding Value and Opportunities in CEFs
• Trends and Innovation: An Industry Perspective



The Who, Why & How of Social Media
Presented by CEFA in partnership with Hearsay Social

Victor Gaxiola — Hearsay Social


Top Asset Classes 1 Day Avg
Utility Funds 0.59%
Convertible Sec Funds 0.48%
Growth Funds 0.45%
Value Funds 0.44%
Core Funds 0.34%
Bottom Asset Classes 1 Day Avg
Corp Debt BBB Leveraged -0.04%
Intmdt Muni Debt Funds ** 0.02%
Gen & Ins Leveraged 0.03%
Gen & Ins Unleveraged 0.03%
Corp Debt BBB Rated Fds 0.03%

Average Asset Class performance at NAV as of 7/22/2016
** New Fund(s) within last six months, based on inception date of fund.
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Today's Fund Leaders

 1 day as of 7/22/2016



Aberdeen Closed-End TV

CEF Connect


Legg Mason CEFs

National Association of
Publicly Traded Partnerships


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