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The Month in Closed-End Funds: April 2017
FundMarket Insight Report
Thomson Reuters Lipper Research Series

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?

Opportunities in Fixed Income CEFs
A conversation with Chris Kilpatrick of Western Asset about their investment approach in a rising rate environment, areas of opportunity for CEF investors, using leverage to generate additional income and trends in CEF discounts and premiums.


REITS in a Rising Rate Environment
In an environment where interest rates are increasing as a result of improving economic vitality, listed REIT fundamentals may improve due to an increase in demand for commercial real estate.


Preferred Securities: A Tax-Advantaged Alternative to Muni Bonds
In the search for tax-efficient income, preferred securities are an often-overlooked option.

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

Generating Income Through Closed-End Funds
Nuveen’s Anne Kritzmire discusses diverse asset strategies and stresses the importance of being mindful of market capitalization and the benefits of closed-end funds, including their potential to deliver high income.

Closed-End Fund Market Update – April 2017
Doug Bond, EVP and portfolio manager at Cohen & Steers, addresses common investor questions and provides an outlook for the CEF space.

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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Opportunities in Fixed Income CEFs
Chris Kilpatrick
Portfolio Manager
Western Asset

Outlook: Fixed Income Investing After the Fed Rate Increase
John Bellows, PhD, CFA
Portfolio Manager
Western Asset

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

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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


Advisor Survey:
CEF Usage Reaches New High

Results: Investor Poll on CEFs

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

Top Asset Classes 1 Day Avg
Growth Funds 0.58%
Utility Funds 0.44%
Emerging Markets Funds 0.43%
Emg Mkts HC Debt Funds 0.43%
Real Estate Funds ** 0.28%
Bottom Asset Classes 1 Day Avg
Energy MLP Funds -0.69%
Natural Resources Funds -0.33%
PA Muni Debt Funds -0.01%
CA Muni Debt Funds -0.01%
Gen & Ins Unleveraged 0.00%

Average Asset Class performance at NAV as of 5/24/2017
** 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 5/24/2017





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