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




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.


Energy MLPs: Looking Beyond the Headlines
A discussion on 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.


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.

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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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 0.20%
Global Income Funds 0.14%
Corp Debt BBB Rated Fds 0.12%
Convertible Sec Funds 0.11%
High Yield Funds ** 0.10%
Bottom Asset Classes 1 Day Avg
Energy MLP Funds -1.03%
Natural Resources Funds -0.95%
Value Funds -0.24%
Real Estate Funds ** -0.08%
Emerging Markets Funds -0.07%

Average Asset Class performance at NAV as of 4/27/2017
** 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 4/27/2017



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Asset TV - CEF Channel

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