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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.

The Energy Sector: Where We Are and What to Expect
Launched in 1929, Adams Funds have the oldest CEF dedicated to energy. Watch Mark Stoeckle, CEO, provide his perspective on the energy sector.

Unexpected Returns: How Closed-End Funds Have Defied Conventional Wisdom
Douglas Bond of Cohen & Steers discusses the different sectors of the CEF market, as well as the yield and discount propositions that exist within those sectors.


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.

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. Read about five ways investors can seek to implement CEF investments in their portfolios.

CLOSED-END FUNDS: A Little Understood Path to Income
Investors increasingly seek dependable income. But where can you find income in today’s low-yielding environment? Learn more about CEFs potential to generate steady, high income and complement a core fixed income portfolio.

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

CEFs: Rights Offering
CEFs may sometimes offer rights to raise capital. This report reviews the basics of such a corporate action, its consequences, and how shareholders may decide to respond to it.

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Opportunities for Finding Income
ClearBridge Investments
Peter Vanderlee

Peter Highlights:
• Where he sees opportunity for income
• What sectors look attractive
• Why using a closed-end fund structure


Advisor Summit on Closed-End Funds
Wednesday, November 16
Ft. Lauderdale, FL

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


Diversify Your Income Opportunities
Strategies to help navigate volatile market conditions

Tuesday, October 25 • 4:00 PM ET

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


Watch interviews with several of the industry experts and portfolio managers who spoke at the recent CEFA Advisor Summit in New York.

The Pros and Cons of Closed-End Funds
Jon Diorio

Common Themes Surrounding CEFS
Jonathan Isaac
Eaton Vance

Uncertainty & Opportunity
Anne Kritzmire
Nuveen Investments

Closed-End Funds in Canada
Jonathan Morgan
Canadian General Investments, Ltd.

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Top Asset Classes 1 Day Avg
Income & Pref Stock Fds ** 0.21%
Growth Funds 0.10%
Loan Participation Funds 0.07%
High Yield Fds Leveraged ** 0.07%
General Bond Funds 0.07%
Bottom Asset Classes 1 Day Avg
Pacific Ex Japan Funds -0.43%
Utility Funds -0.37%
Sector Equity Funds -0.25%
Developed Market Funds -0.24%
Natural Resources Funds -0.22%

Average Asset Class performance at NAV as of 10/21/2016
** 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 10/21/2016



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