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



CEF REITs: The Growing and Global Appeal of Real Estate
CBRE Clarion Securities’ Steve Burton shares perspective on the real estate market and potential opportunities for closed-end fund investors.

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Themes, Trends and Opportunities in Emerging Markets
Rennie McConnochie of Aberdeen Asset Management shares insights on the many changes taking place in the emerging markets, and potential opportunities for closed-end fund investors.


5 Things to Know about Convertible Securities in 2017
John Calamos, Sr. and Eli Pars provide a comprehensive overview on convertible securities’ structure and their role in an asset allocation as well as insight on the global convertible market.


Portfolio Strategy Research: The Core Conundrum
The fact that nearly 70% of the Bloomberg Barclays U.S. Aggregate Bond Index is comprised of low-yielding government-related securities presents a conundrum: How can core fixed-income investors meet their total return objectives without taking on undue credit or duration risk?

How do CEFs Compare to Mutual Funds and ETFs?
Test your knowledge about key characteristics of a closed-end fund, mutual fund and exchange-traded fund.

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A Look at Leverage, Rising Interest Rates & Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products

Investment Opportunity in India
Yoojeong Oh, CFA, Investment Manager
Aberdeen Asset Management

The U.S. Energy Renaissance & MLP Investment Outlook
Ed Russell, Managing Director
Tortoise Capital Management

Real Estate Outlook for 2017
Steve Burton, CFA, Co-Chief Investment Officer
CBRE Clarion Securities

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CEF REITs: The Growing and Global Appeal of Real Estate
Steve Burton, CFA
Co-CIO & Sr. Global PM 
CBRE Clarion Securities

Themes, Trends and Opportunities in Emerging Markets
Rennie McConnochie
Head of Global Banks
Aberdeen Asset Management

A Growing CEF Opportunity in Real Assets and Alternatives?
Larry Antonatos
Managing Director & Portfolio Manager
Brookfield Asset Management

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Creating an Income Stream from Your Portfolio
Strategies to help navigate uncertain market conditions

Wednesday, April 19 • 3:00 PM ET

Moderator: Mike Taggart — Nuveen
Robert Bush, Jr. — Calamos Investments
Dennis Emanuel — ALPS
Jonathan Isaac
— Eaton Vance

A conversation with industry leaders about:
• Impact of rising interest rates on CEFs
• Outlook, trends and opportunities in the CEF space
• CEFs as a compelling income and diversification choice
• Positioning CEFs in your portfolio


ICI Research Perspective 2016

Advisor Survey:
CEF Usage Reaches New High

Top Asset Classes 1 Day Avg
Pacific Ex Japan Funds 0.60%
Utility Funds 0.31%
Corp Debt BBB Rated Fds 0.21%
NY Muni Debt Funds 0.18%
Other States Muni Debt 0.18%
Bottom Asset Classes 1 Day Avg
Energy MLP Funds -0.76%
Natural Resources Funds -0.53%
Developed Market Funds -0.43%
Core Funds -0.18%
Emerging Markets Funds -0.18%

Average Asset Class performance at NAV as of 7/21/2017 View All Classes

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Today's Fund Leaders


 1 day as of 7/21/2017


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