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.
Registration link for the Income Investment Strategy Symposium: https://www.etftrends.com/webcasts/income-investment-strategy-symposium/?partnerref=podcast
Registration link for the Mid Year Market Outlook Symposium: https://www.etftrends.com/webcasts/midyear-market-outlook-symposium-2025/?partnerref=trends_nav
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