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.
VettaFi is bringing fixed income thought leaders and experts straight to you as part of the fixed income symposium on July 25th. Earn free CE credits and learn actionable fixed income information. To learn more visit https://www.etftrends.com/webcasts/q3-fixed-income-symposium/?partnerref=podcast
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