AICA’s 2024 Advisor Survey on Closed-End Funds

    The goal of this Survey is to better understand the use of Closed-end Funds by Financial Advisors in the work they do for Individual Investors.
    We hope to track trends in the needs of Financial Advisors to better serve their clients in the future development of Investment Products.

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    Q1 - Advisor Classification

    (required)

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    Q2 - What professional designations do you have

    (required)

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    Q3 - What Investment Products Do You Use?

    You will be able to answer for every category you use for clients after you select the first one

    Please choose an allocation range required

    Please choose an allocation range

    Please choose an allocation range

    Please choose an allocation range

    Please choose an allocation range

    Please choose an allocation range

    Please choose an allocation range

    Please choose an allocation range

    Please choose an allocation range

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    Q4 - What year did you start as an Investment Professional?

    (required between 1958-2024)

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    Q5 - # Household Clients

    (required)

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    Q6 - Client Assets

    (required)

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    Q7 - Why do you use Exchange Listed Closed-end Funds

    Check all that apply

    (required)

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    Q8 - Did you increase your Exchange Listed Closed-end Funds usage in the past 6 months?

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    Q9 - Do you plan to increase your Exchange Listed Closed-end Funds usage in the next 6 months?

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    Q10 - Approximately what % of your clients understand Exchange Listed Closed-end Funds?

    (required)

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    Q11 - Favorite Exchange Listed Closed-end Funds Sponsor:

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    Q12 - Favorite Closed-end Fund Sector:

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    Q13: What is one thing AICA could do to help you use and add these funds to your client portfolios?

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    Please complete this sections to receive:

    1. A Summary of the Completed Survey

    2. 6 months free CEFdata Daily Alerts Email Service

    First Name

    Last Name

    Firm Name

    Custodian

    US Zip Code or Location outside the US

    Email

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    AICA’s advisor survey is done in partnership with the following partners