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

Long-Term Benefits of Active Management

T. Rowe Price explains how skilled, risk-aware active management has the potential to add value over longer-term time horizons.

Don't Bet on Last Generation's Technology

Learn why passive investing can be limiting and how the Janus Technology team uses in-depth, fundamental analysis to look for the next generation of top companies in the technology sector.

Getting Smart About Beta

Not all smart beta approaches are alike. Invesco examines smart beta equity methodologies and their impact over full market cycles.

Active or Passive Funds - Who Wins?

Sometimes passive funds beat active. Sometimes active funds beat passive. Performance is cyclical so American Century shows how both have advantages in different market cycles.

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.

Key Differences of ETFs and Mutual Funds

John Hancock discusses how passively-managed ETFs compare to actively-managed mutual funds here.

The Benefits of Active and Passive Investing

Active and passive investing are both valuable strategies for building wealth. Learn from Nationwide about these two strategies and find out whether one or a combination of both may be right for you. 

Why blending active and passive strategies is right for investors

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.

Why invest in average? Five truths about benchmark investing

Invesco discusses five simplistic “investment myths” and reveals the five truths that investors need to know when building portfolios.

The Wisdom of Staying Active in an Outcome-Oriented Investment World

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 management. 

Active or passive? How investing in both could drive portfolio returns

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.

Breaking Down Passive and Active Investing

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. 

What Makes Active Equity Management Successful?

Nuveen takes an in-depth look at why active managers have underperformed in recent years and why those factors may be changing.

Active and Passive: Complementary, Not Competing, Strategies

American Century showcases how the resolution to the classic debate of passive and active strategies is likely not in favor of one side or the other.

Understanding the Case for Active Management

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.

Active-Passive: Which is the "Better" Approach?

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.

Emerging Markets Investing: The Case for Passive Funds

Morningstar shares how the case for passive investing seems the strongest in developed markets where information is widely accessible and securities are accurately priced.

Think Active Can't Outperform? Think Again.

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 results.

Research Spectrum: Active/Passive

Distinctions between active and passive investing appear at the core of the research process. Delaware Investments shares insight on how active management may provide a valuable service for investors seeking a research-based approach to controlling risk.

7 Reasons to Choose Active

While index investments have their place, Legg Mason shares what actively managed strategies can do for investors. 

Before Considering ETFs for International Exposure, Consider This

Fidelity shares how actively managed international funds have a long history of outperforming ETFs, even after fees

Active and Passive Essential to Long-Term Financial Market Health

Fidelity evaluates the growth of passive strategies in the context of risk, with a particular emphasis on systemic risk created by passive strategies.

Sourcing Dividend Income in an Era of Rising Rates

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

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.

4 Small-Cap Specialists on 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.

Time for a Defined Benefit Revolution

2016 was a year of revolutionary changes. So what does that mean for 2017?

Perspective on Rising Interest Rates

Fidelity investment leaders discuss the economic and asset allocation implications of higher interest rates in 2017.

U.S. Equity Sector 2017 Outlook

Fidelity sector portfolio managers provide their perspectives on disruptors and subsequent investment opportunities in 2017.

Secular Outlook for Global Growth: 2016-2035

Slower growth is expected to result in a lower-than-historical-average interest-rate climate and be less of a tailwind to equities

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.

Micro-Cap Investing

Westcore Funds shares insight into how hicro-cap stocks, the smallest publicly traded companies, present a unique opportunity for long-term investors.

Sector Mix is Critical to a Stock Portfolio's Outcome

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 stock portfolios.

High Quality Junk Bonds - An Oxymoron or Opportunity?

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 risk.

6 Retirement Challenges Americans Face

Individuals and families can’t afford to take a passive approach to retirement savings. Understand the six key challenges that impact Americans’ ability to prepare for retirement, including the fear they’ll run out of retirement savings. Secure your financial future. 

Income IS the outcome

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?

When to Claim Social Security

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.

Gender Retirement Gap

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.

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.