Tom Roseen is the Head of Refinitiv Lipper Research, joining from Janus in 1996. He is the editor and an author of Refinitiv Lipper's U.S. Research Studies, FundFlows Insight Reports and FundIndustry Insight Reports. He is involved in fund analysis and research, and contributes to the monthly and quarterly equity and fixed income FundMarket Insight reports, webcasts and podcasts, where he focuses on domestic and world fund performance and attribution. His areas of expertise include closed-end fund analysis, portfolio evaluation, equity and fixed income fund research, fund flows analysis, after-tax performance and Refinitiv Lipper Leaders.
Tom has a BS in finance from Metropolitan State College of Denver and a Master's in International Management from the University of Denver.
Tom Roseen, Head of Research Services with Refinitiv Lipper and author of the Closed-End Funds FundMarket Insight Report alongside the Closed-End Fund Association discuss Tom’s insights on the fourth-quarter closed-end fund performance and premium/discount behavior.
The views expressed are the views of the interviewee and not necessarily those of Refinitiv. This material is provided as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this interview or from any other source mentioned. Please consult with a qualified professional for financial advice.
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