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.
John Hancock shares how blending active and passive
strategies can help investors outperform and pursue other important objectives
while still being mindful of cost and tax efficiency.
Invesco discusses five simplistic “investment myths”
and reveals the five truths that investors need to know when building
With today’s investors trending toward investment
outcomes (not benchmarks) and investment solutions (not products), Principal
highlights how they might go about choosing between active and passive
Research from Invesco shows that combining different
types of strategies can impact a portfolio’s risk and return characteristics,
potentially affecting an investor’s long-term investment experience.
When it comes to investing, it’s important to
understand your options. American Century takes an educational look at the
concept of “passive” and “active” investing to break down the differences
between the two approaches.
Nuveen takes an in-depth look at why active managers
have underperformed in recent years and why those factors may be changing.
showcases how the resolution to the classic debate of passive and active
strategies is likely not in favor of one side or the other.
Dodge & Cox shares how investors must be prepared
to take a long-term view and that those who stay the course are more likely to
achieve meaningful incremental results that accumulate over time.
MFS shows how Strong cases can be made for both styles. Perhaps it’s a matter of knowing what your ultimate goals are for your investments.
Morningstar shares how the case for passive investing seems the strongest in developed markets where information is widely accessible and securities are accurately priced.
Invesco presents results of their research into two types of
high-conviction strategies – truly active management and smart beta approaches
– and discusses how they can help investors move beyond market-cap-weighted
While index investments have their place, Legg Mason shares
what actively managed strategies can do for investors.
Fidelity shares how actively managed international funds have a long history of outperforming ETFs, even after fees
Fidelity evaluates the growth of passive strategies in the context of risk, with a particular emphasis on systemic risk created by passive strategies.
Dividend-paying companies with attractive valuations, low payout ratios, and the ability to grow dividends have provided compelling value over the long term, and especially during rising-rate environments
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.
Four veteran small-cap portfolio managers from The Royce Funds share how key developments in 2016 are shaping their 2017 outlook and portfolio positioning.
2016 was a year of revolutionary changes. So what does that mean for 2017?
Fidelity investment leaders discuss the economic and asset allocation implications of higher interest rates in 2017.
Fidelity sector portfolio managers provide their perspectives on disruptors and subsequent investment opportunities in 2017.
Slower growth is expected to result in a lower-than-historical-average interest-rate climate and be less of a tailwind to equities
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
Westcore Funds shares insight into how hicro-cap
stocks, the smallest publicly traded companies, present a unique opportunity
for long-term investors.
Although sector exposure has been a major driver of
returns, Fidelity takes a look at how many investors own highly concentrated
positions, reflecting underutilization of sector analysis as a tool in building
When high-yield markets are performing well and
outsized returns have been achieved within lower rating categories, Westcore
Funds explains that investors are often lulled into continuing to take on more
We’re expected to live much longer than our parents and grandparents. That’s great news. Yet, it begs the question, how do we pay for it?
For most individuals, it pays to wait a few years before claiming that Social Security check. Janus shares how the benefits of waiting may be even greater for married couples.
A cursory view of the US retirement system may appear to be gender neutral; however, TIAA uses data to explain the Gender Retirement Gap and the significant barriers women face.
Charles Schwab discusses how investors may think of muni bonds as being tax-free, but buying munis at a discount could produce taxable gains.