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Energy MLPs: Looking Beyond the Headlines
This Q&A takes a closer look at investing in energy Master Limited Partnerships (MLPs), the outlook and trends in the energy market, and the Trump presidency and other factors influencing the MLP space.

The ABCs of ABS
Asset-backed securities (ABS) finance pools of familiar asset types, such as auto loans, aircraft leases, credit card receivables, mortgages, and business loans. In one way or another, these asset types represent contractual obligations to pay.

Will the Small-Cap Rally Continue?
Q&A discussion about why small-caps took off after the election, active and passive management, and the closed-end fund structure.

How do CEFs Compare to Mutual Funds and ETFs?

How Closed-End Funds and International Diversification Can Enhance Your Portfolio
The benefits of investing internationally have been well documented, and yet investors have continued to invest a disproportionate amount in stocks listed on their home market.


Dispelling Common Closed-End Fund Myths
A great deal of misunderstanding remains over how CEFs are structured, traded and incorporated into an investment portfolio.

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The Benefits of Closed-End Funds
According to Jonathan Morgan, the closed-end fund isn’t really an asset class - it’s a structure. He shares some of the benefits this structure offers to investors, and comments on opportunities for income and portfolio diversification.

How to Maintain Success Amid Market Volatility
John Bellows comments on the tumult of the past few months and how he ensured his portfolios continued to perform well despite the volatility. He discusses whether he thinks inflation is a threat at the moment and explains some of the benefits of fixed income.

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What Is The Connection Between Value-Led Small-Cap Markets and Success for Active Management?
Steve Lipper, Senior Investment Strategist at the Royce Funds, takes a close look at the connection between value-led small-cap markets, success for active management, and what might explain the connection.

Exploring Closed-End Funds
Rennie McConnochie, Head of Global Banks at Aberdeen Asset Management, provides an overview of what makes CEFs unique and the opportunity they offer to investors.

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Results: Investor Poll on CEFs

CEFA conducted a brief poll on CEF usage through the website.

Advisor Survey: CEF Usage Reaches New High



Energy MLPs: Looking Beyond the Headlines
Chris Eades
Managing Director & Portfolio Manager
ClearBridge Investments

Outlook for Small-Caps: Value,
Active Management & CEFs

Francis Gannon
Co-Chief Investment Officer
The Royce Funds

Income Investing in the
Emerging Markets

Chia Liang Lian, CFA
Head of Emerging Market Debt
Western Asset

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Tap the Potential of CEFs – 2017 Outlook
Income Generation, Discounts and Trends in the
CEF Space

Moderator: Jon Diorio — BlackRock
Anne Kritzmire — Nuveen
Ed Russell — Tortoise Capital Advisors
Steven Burton
— CBRE Clarion Securities

A conversation with industry leaders about:
• Post-election investment opportunities in CEFs
• Finding income in a low-yield environment
• Energy MLPs, Real Estate, Infrastructure,
and Muni CEFs
• Positioning CEFs in your portfolio


Municipal CEF Update:
Up, down and in between

John Miller
CFA, Managing Director & Co-Head of Fixed Income
Anne Kritzmire
Managing Director,
Closed-End Funds and Global Structured Products
Dave Lamb
Senior Vice President,
Distribution Management and Analysis

Top Asset Classes 1 Day Avg
Utility Funds 0.49%
Pacific Ex Japan Funds 0.43%
Emg Mkts HC Debt Funds 0.32%
Global Income Funds 0.29%
Income & Pref Stock Fds ** 0.27%
Bottom Asset Classes 1 Day Avg
Convertible Sec Funds -0.31%
Growth Funds -0.20%
Core Funds -0.12%
Energy MLP Funds -0.02%
Opt Arbitrage/Opt Strat -0.01%

Average Asset Class performance at NAV as of 2/23/2017
** 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 2/23/2017



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