Episode 147
The Highs & Lows of Applying Rules to CEF Investing
ETF of the Week · VettaFi
June 24, 20249m 6s
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Show Notes
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.
Topics
Roxanna IslamChuck JaffeCEF InvestingETF