The Smart CEF Investor's Toolkit

WEBINAR: July's closed-end fund webinar runs through your essential research and investing toolkit for making the most of these vehicles

Holly Cook 1 July, 2011 | 4:29PM
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In the July edition of Morningstar's closed-end fund webinar series, Mike Taggart, Head of CEF Research with Morningstar Inc, and Cara Essar, Morningstar CEF Analyst, discussed outlined the essential tools and tips for investors researching these closed-end vehicles. They walked through the key data points that you need to be aware of when researching closed-end funds, how to make the most of the Morningstar Rating, understanding the key metrics of these investment products, and tools on Morningstar.co.uk to facilitate your research.

If you missed the live webinar, you can replay it by clicking 'Play' below. If you are not already registered with BrightTALK you will need to do so; registration is free and fast, and need only be completed once to gain access to a wide range of Morningstar webinars.

Topics included:
-- The structure of a CEF Report and key data points;
-- Digging deeper - chart, performance, portfolio holdings, management, fees, news and more;
-- CEF QuickRank and CEF Screener – how do you use them to research CEFs.

If you missed any of our previous webinars, catch up here.

 

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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About Author

Holly Cook

Holly Cook  is Manager, Morningstar EMEA Websites

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