The Highs & Lows of Applying Rules to CEF Investing

Roxanna Islam, Head of Sector and Industry Research at VettaFi, discusses the benefits and flaws of applying rules-based investing to closed-end funds. She notes that changes in the industry have forced changes on a rules-guided index of closed-end funds, and how that is impacting the holdings and asset allocation of the fund-of-funds that some investors are using instead of building their own portfolio of individual closed-end strategies. Why should you attend Exchange? Exchange gives advisors access to subject matter experts and developmental opportunities across all of the dimensions of their professional portfolio. Invest in your greatest asset – yourself. To learn more visit https://www.exchangeetf.com/registration

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