VettaFi's Islam on the highs and lows of applying rules to CEF investing
The NAVigator · Active Investment Company Alliance
June 21, 20249m 24s
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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 created by VettaFi, 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.