There are hundreds of asset managers in the investment industry that have the goal of helping investors succeed in reaching their goals. The MFEA is a community comprised of leading investment management firms. These leaders keep pace with the diverse demands of serving investors and advisors through numerous channels of their business.

There are a variety of perspectives and educational resources included below.


Active/Passive

No Middle Ground: Passive, or Truly Active and Diversified

Thornburg Investment Management shares how academic research suggests that actively managed funds that have high Active Share on average outperform index returns.

Death of Active Management Has Been Exaggerated

Passive investing not only is here to stay, but it seems likely to grow and grab market share. Federated Investors shares how long-term diversified investors should also consider making room for active investments in their portfolios.

What's in Your Index?

Heartland Funds shares how the value of the active approach is often overlooked in the debate between active and passive management.

Investing Outlooks

5 Myths of International Investing

Myth or reality? International investing is too risky. Fidelity responds to five common “myths” investors have about investing in international stocks.

Post-Election Outlook: Parsing Investment Opportunities From Potential New Policy

Fidelity leaders discuss how potential new U.S. policy under a Trump Administration and Republican Congress may influence the financial markets

What Could Go Right in 2017

Things didn’t always go as expected in 2016. With that in mind, Legg Mason asked its investment managers to identify what could happen if things go right in 2017.

IRAs

Nine compelling reasons to consider a Roth IRA

Fidelity shares how to get tax-free growth potential, tax-free withdrawals, no required distributions, and more.

Don't Delay Contributing to Your IRA

T. Rowe Price explains how investors have the potential to earn thousands more in tax-deferred savings by moving their contribution up earlier in the year.

Income and Retirement

The Challenge of Identifying and Adhering to an Appropriate Level of Portfolio Risk

Fidelity shares how understanding loss aversion may help investors avoid poor investment decisions that often cause a portfolio to fall short of its intended goal.

The Case for Multifactor Investing

John Hancock presents a framework for identifying factors worth pursuing, structuring portfolios to pursue them, and implementing them in a cost

Deconstructing Dividends: A Closer Look at the Virtues of Dividend-Paying Stocks

Westcore Funds presents compelling evidence as to why small- and mid-cap dividend-paying stocks should be part of a diversified portfolio.

Taxes

Investing & Taxes

Taxes can have a big impact to your bottom line. American Century discusses the importance of understanding how tax rules and concepts affect your investments.

Discount Munis: What You Need to Know About Taxes

Charles Schwab discusses how investors may think of muni bonds as being tax-free, but buying munis at a discount could produce taxable gains.