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

/_/img/design/splash/FAQs-CEF.gif

     




 

FEATURED CONTENT

Tortoise Talk: Q4 2016
Crude oil prices hit their lowest point since 2003 in February of 2016, and the subsequent recovery drove positive performance across the broad energy sector. This piece provides a perspective and outlook on the energy market, including post-election policy expectations.


The ABCs of ABS
Asset-backed securities (ABS) finance pools of familiar asset types, such as auto loans, aircraft leases, credit card receivables, mortgages, and business loans. In one way or another, these asset types represent contractual obligations to pay.


Will the Small-Cap Rally Continue?
Q&A discussion about why small-caps took off after the election, active and passive management, and the closed-end fund structure.



How do CEFs Compare to Mutual Funds and ETFs?




How Closed-End Funds and International Diversification Can Enhance Your Portfolio
The benefits of investing internationally have been well documented, and yet investors have continued to invest a disproportionate amount in stocks listed on their home market.

 

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

View All>>



FEATURED VIDEO

The Benefits of Closed-End Funds
According to Jonathan Morgan, the closed-end fund isn’t really an asset class - it’s a structure. He shares some of the benefits this structure offers to investors, and comments on opportunities for income and portfolio diversification.

How to Maintain Success Amid Market Volatility
John Bellows comments on the tumult of the past few months and how he ensured his portfolios continued to perform well despite the volatility. He discusses whether he thinks inflation is a threat at the moment and explains some of the benefits of fixed income.

View latest Advisor Summit videos>>

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.

View All>>



SURVEY RESULTS



Results: Investor Poll on CEFs

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


Advisor Survey: CEF Usage Reaches New High

 


LATEST PODCASTS

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

Outlook for Small-Caps: Value,
Active Management & CEFs

Francis Gannon
Co-Chief Investment Officer
The Royce Funds

Income Investing in the
Emerging Markets

Chia Liang Lian, CFA
Head of Emerging Market Debt
Western Asset

View All>>



WEBINAR

Tap the Potential of CEFs – 2017 Outlook
Income Generation, Discounts and Trends in the
CEF Space


Featuring:
Moderator: Jon Diorio — BlackRock
Anne Kritzmire — Nuveen
Ed Russell — Tortoise Capital Advisors
Steven Burton
— CBRE Clarion Securities

A conversation with industry leaders about:
• Post-election investment opportunities in CEFs
• Finding income in a low-yield environment
• Energy MLPs, Real Estate, Infrastructure,
and Muni CEFs
• Positioning CEFs in your portfolio



CONFERENCE CALL REPLAY

Municipal CEF Update:
Up, down and in between




John Miller
CFA, Managing Director & Co-Head of Fixed Income
Anne Kritzmire
Managing Director,
Closed-End Funds and Global Structured Products
Dave Lamb
Senior Vice President,
Distribution Management and Analysis



Top Asset Classes 1 Day Avg
Pacific Ex Japan Funds 0.39%
Emg Mkts HC Debt Funds 0.36%
Emerging Markets Funds 0.20%
Global Income Funds 0.18%
High Yield Fds Leveraged ** 0.16%
Bottom Asset Classes 1 Day Avg
Energy MLP Funds -1.65%
Natural Resources Funds -1.42%
Growth Funds -0.20%
Core Funds -0.19%
Sector Equity Funds -0.18%

Average Asset Class performance at NAV as of 2/22/2017
** New Fund(s) within last six months, based on inception date of fund.
View All Classes

View All

Today's Fund Leaders

select

 1 day as of 2/22/2017


 

Resources

Aberdeen Closed-End TV

Asset TV - CEF Channel

CEF Connect

Bonds

Legg Mason CEFs

REITs

Seeking Alpha CEF Articles


SySys Logo

Lipper Logo
Powered by a SySys® data & content management system.

© Thomson Reuters 2014. All rights reserved. Any copying, republication or redistribution of Lipper, a Thomson Reuters company, content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper, a Thomson Reuters company. Lipper, a Thomson Reuters company shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.