ICI Viewpoints

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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...
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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...
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ICI Viewpoints

Closed-End Funds at a Crossroads

Closed-end funds provide retail investors with many benefits but have recently come up against some...
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ICI Viewpoints

Closed-End Funds: Opportunities for a True Renaissance

Closed-end funds are in vogue once again. Legislators, regulators, and fund sponsors are turning to...
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ICI Viewpoints

Improving Operational Efficiency for Interval Funds

Fund firms that offer interval funds—a type of closed-end fund that periodically offers to...
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ICI Viewpoints

ICI Study: Closed-End Fund Assets Were $262 Billion at Year-End 2016

ICI recently released its annual report on the closed-end fund market, which analyzes data on closed...
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ICI Viewpoints

Securities Lending by Mutual Funds, ETFs, and Closed-End Funds: Are the Risks Systemic?

The Financial Stability Oversight Council (FSOC), the U.S. Treasury’s Office of Financial Research...
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ICI Viewpoints

Securities Lending by Mutual Funds, ETFs, and Closed-End Funds: Regulators’ Concerns

This post is the third in a series that focuses on securities lending by U.S. regulated funds—mutual...
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ICI Viewpoints

Securities Lending by Mutual Funds, ETFs, and Closed-End Funds: The Market

As the potential risks of securities lending are discussed and debated by the Financial Stability...
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ICI Viewpoints

Securities Lending by Mutual Funds, ETFs, and Closed-End Funds: The Basics

The Financial Stability Oversight Council (FSOC) recently announced that it has directed its staff...
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ICI Viewpoints

Get a Closer Look at Closed-End Funds

ICI has recently updated several of its key closed-end funds resources.