This page contains links to materials from Crane's Bond Fund Symposium 2023. These files are available for download to attendees and Crane Data subscribers, but they should not be shared without permission. If you have problems with any downloads or questions on this information, please contact us at info@cranedata.com or 508-439-4419.
Full Conference Binder |
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bfs0323binder.pdf |
Martucci, Schneider: Ultra-Shorts: Yield Is Back |
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bfs0323ultras.mp3 |
bfs0323martucci.pptx |
bfs0323schneider.pdf |
Withrow: Regulatory Update: Bond Fund Issues '23 |
bfs0323regulatory.mp3 |
bfs0323withrow.pptx |
McMullen, Palmieri: ETF & Near-Cash ETF Trends |
bfs0323etf.mp3 |
bfs0323mcmullen.pdf |
Crane, McNerny, Rothweiler: Senior Portfolio Manager Perspectives |
bfs0323senior.mp3 |
Gargiulo, Masih: Ultra-Shorts, LGIPs & Bond Fund Ratings |
bfs0323ratings.mp3 |
bfs0323masih_1.pptx |
bfs0323gargiulo.pptx |
Mercier, Mayfield, Callahan: Government Fund, ABS & European Briefs |
bfs0323govt.mp3 |
bfs0323callahan.pptx |
Bory, Brill: Major Issues in Fixed-Income Investing |
bfs0323major_1.mp3 |
Barry, Cloherty, Jersey: Bond Market Strategists: Rates & Risks |
bfs0323strategists.mp3 |
bfs0323jersey.pptx |
Antoniewicz, Crane: State of the Bond Fund Marketplace |
bfs0323anton.mp3 |
bfs0323crane.pptx |
bfs0323antoniewicz.pptx |
Crane, Pope, LaRocco: Money Funds & Conservative Ultra-Shorts |
bfs0323crane2.mp3 |
bfs0323crane2.pptx |
Shilling: ESG & Sustainable Bond Fund Update |
bfs0323shilling.mp3 |
bfs0323shilling.pptx |
The Investment Company Institute also published, "Retirement Assets Total $43.4 Trillion in First Quarter 2025," which includes data tables showing that money market funds held in retirement accounts jumped to $936 billion (up from $880 billion) in the latest quarter, accounting for 13% of the total $6.975 trillion ...