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.
Management shares how academic research suggests that actively managed funds
that have high Active Share on average outperform index returns.
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.
Heartland Funds shares how the value of the active approach is often overlooked in the debate between active and passive management.
Myth or reality?
International investing is too risky. Fidelity responds to five common “myths”
investors have about investing in international stocks.
Fidelity leaders discuss how potential new U.S.
policy under a Trump Administration and Republican Congress may influence
the financial markets
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.
Fidelity shares how to get tax-free growth potential, tax-free withdrawals, no required distributions, and more.
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
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.
John Hancock presents a framework for identifying
factors worth pursuing, structuring portfolios to pursue them, and implementing
them in a cost
Westcore Funds presents compelling evidence as to why
small- and mid-cap dividend-paying stocks should be part of a diversified
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.
Charles Schwab discusses how investors may think of muni bonds as being tax-free, but buying munis at a discount could produce taxable gains.