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

Tortoise Talk Third Quarter 2016
The third quarter, ending September 30, 2016, brought diminished volatility with the second quarter in a row of positive performance across the energy value chain.

High-Yield and Bank Loan Outlook
Despite the recent rise in prices and tightening of spreads, interest expense coverage ratios for non-commodity high-yield issuers are relatively low, and the domestic economy is resilient.

Tax Loss Selling Strategies for CEF Investors
BlackRock believes that an important consideration for investors during the tax season should be identifying underperforming investments for potential liquidation to help reduce current year tax liabilities.

Closed-End Fund Usage Reaches New High
Nuveen’s 2016 Closed-End Fund Usage Study reveals majority of advisors surveyed now use CEFs in client portfolios, and interest in CEFs has increased as investors and advisors search for yield.

GICS Goes to 11: A Look at REIT Allocations Post GICS Expansion
In the run-up to real estate’s premiere as the 11th GICS sector, REITs have seen increasing interest from new investors, including generalist fund managers who have long been underweight.

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Pursuing Strategies in Closed-End Funds
Anne Kritzmire, Managing Director, Closed-End Funds & Global Structured Products at Nuveen Investments discusses the outlook for closed-end funds, and how structure can benefit portfolio managers as well as investors.

Value and Opportunity in CEFs
Stephen Minar, Vice President at BlackRock, shares his outlook for closed-end funds and comments on the significance of fiscal policy heading into 2017.

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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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Demystifying the Complexities of Investing
in CEFs

Investment Partners Group
Frank Abella & Gregg Abella, AIF®

Generating Income: Why Global Bonds?
Brandywine Global
Gary Herbert, CFA

A Closer Look at Canada – Investment Opportunities North of the Border
Morgan Meighen & Associates
Jonathan Morgan

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Results: Investor Poll on CEFs

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


Diversify Your Income Opportunities
Strategies to help navigate volatile market conditions

Moderator: Jon Diorio — BlackRock
Larry Antonatos — Brookfield Investment Partners
Doug Bond — Cohen & Steers
Robert Bush, Jr.
— Calamos Investments

Top Asset Classes 1 Day Avg
Emerging Markets Funds 0.95%
Pacific Ex Japan Funds 0.80%
Emg Mkts HC Debt Funds 0.68%
NJ Muni Debt Funds 0.60%
PA Muni Debt Funds 0.58%
Bottom Asset Classes 1 Day Avg
Energy MLP Funds -0.16%
Natural Resources Funds -0.09%
Corp Debt BBB Rated Fds 0.04%
Corp Debt BBB Leveraged 0.06%
US Mortgage Funds 0.08%

Average Asset Class performance at NAV as of 12/6/2016
** 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 12/6/2016



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