AICA – Excellence Beyond Indexing

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Insight2016-08-01T14:51:33-04:00

The value of indexes made up of closed-end funds

October 11th, 2019|Comments Off on The value of indexes made up of closed-end funds

Patrick Shaddow, director of index operations at S-Network Global Indexes, discusses the merits to and the construction of index funds built entirely of closed-end funds, noting the importance of favoring issues with...

AICA To Broaden Investor Access To Closed-End Funds, Business Development Companies

October 7th, 2019|Comments Off on AICA To Broaden Investor Access To Closed-End Funds, Business Development Companies

Sophisticated retail investors have known for a long time how closed-end funds and business development companies can provide them with safe, dependable access to less liquid but higher yielding asset classes than are typically available through mainstream investment products.

Alternative investments find a new and expanding platform in closed-end funds

October 4th, 2019|Comments Off on Alternative investments find a new and expanding platform in closed-end funds

Kimberly Flynn, managing director of alternative investments at XA Investments, discusses how alternative investments from private equity to illiquid securities, insurance credits and much more are being increasingly made available through closed-end fund structures...

24Oct, 2023

Duncan Farley explains event-driven credit

By |October 24th, 2023|Video Interviews|

Duncan Farley, Portfolio Manager for RBC BlueBay Asset Management, digs in on event-driven credit and the overall performance of the BlueBay Destra International Event-Driven Credit Fund, a continuously offered closed-end interval fund. Destra serves as advisors to the fund and BlueBay Asset Management is the fund’s sub-advisor. Farley also talks about the potential benefits of the interval fund structure, which he says for his team provides a “very unique way to match investors’ liquidity requirements with the underlying liquidity profile of the investments that we’re investing in.”

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