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ICI Viewpoints

Proxy Advisory Firms—Killing Closed-End Funds Softly with Their Policies

October 25, 2023—Closed-end funds (CEFs) trying to fend off hostile hedge funds and other activist...

External Link

Closed-End Funds: 2023 Investment Company Fact Book (pdf)

ICI Viewpoints

Shareholder Activism Threatens Closed-End Funds and Their Investors

Over the past 80 years, closed-end funds (CEFs) have helped millions of Americans achieve their long...

Perspective

The Closed-End Fund Market, 2022 (pdf)

Perspective

Supplemental Tables: The Closed-End Fund Market, 2022 (xlsx)

Guide

A Guide to Closed-End Funds

This guide includes an overview of the types of closed-end funds and how they operate. However, each...

FAQ

Closed-End Funds and Their Use of Leverage: FAQs

This document contains FAQs about closed-end funds, including information related to failed auctions...

Research

2023 Investment Company Fact Book: US Closed-End Funds (pdf)

Perspective

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Resources

Proxy Advisory Firms—Killing Closed-End Funds Softly with Their Policies

Closed-End Funds: 2023 Investment Company Fact Book (pdf)

Shareholder Activism Threatens Closed-End Funds and Their Investors

The Closed-End Fund Market, 2022 (pdf)

Supplemental Tables: The Closed-End Fund Market, 2022 (xlsx)

A Guide to Closed-End Funds

Closed-End Funds and Their Use of Leverage: FAQs

2023 Investment Company Fact Book: US Closed-End Funds (pdf)

The Closed-End Fund Market, 2021 (pdf)