Date Posted: Sep 24, 2008

Insight September 2008 Monthly Update

The September issue of Insight adds another chapter to our ongoing coverage of closed-end funds—also referred to as structured products. This product category includes investment funds with a finite number of units (as opposed to exchange-traded funds or ETFs, which are open- ended), originally issued through an initial public offering (IPO) and subsequently traded on a stock exchange. Closed-end funds come in a variety of types, including funds of income funds and split-share corporations and trusts, as well as products geared to a single asset class. The feature research article picks up where our last Closed-end Funds report, published in late 2006, left off. The analysis focuses on trends in growth, flow activity, asset class/investment mandates, and product features that took place in the past two years. We have widened our scope with a sidebar feature on limited partnerships (including flow-through partnerships). We also provide a glossary of definitions for the closed-end fund segment. The Trend Lines article notes that the unprecedented volatility in equity markets around the world is prompting an industry-wide reassessment of the business outlook. To help fund companies in that task, we take a look at the lessons learned from the last down-market cycle. Though no two cycles are exactly alike, we still believe that there is value in looking at historical experience.
Get access to Investor Economics Insight September 2008 Monthly Updatereport CLICK HERE FOR ACCESS

Insight Investment Funds Report — Latest Reports

Related Research