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 and Passive

Using Active, Passive & Smart Beta

Investors may be missing out on the strengths offered by both active and passive management, as well as the unique hybrid features of smart beta.

What is Strategic Beta?

Leveraging goals of both active and passive management, strategic beta may be an attractive alternative for investors seeking inexpensive, diversified equity exposure with market-beating potential.

Comparing Active and Passive ETFs

Did you know there are active and passive ETF’s? Natixis provides a helpful summary.

Investing Outlooks

Teaching Kids | Money & Higher Education

American Century shares tips for parents starting the discussion with kids of any age about the costs of higher education. From middle school to high school, keep the conversation going and top of mind.

Back-to-School Basics

With another school year underway, now is the perfect time to explore how to leverage a 529 plan for a balanced portfolio.

Mutual Funds v ETFs: Quick Take

Test your knowledge of these two common investment products in this short slide deck.

IRAs

Roth IRA vs. Traditional IRA

Which IRA is a better match for you?

What is a Traditional IRA?

An explanation on the basics of a traditional IRA.

Choosing an IRA That's Right For You

Depending on which type of IRA you choose, Janus Henderson discusses additional opportunities for tax-deferred or tax-free earnings on your contributions.

Income and Retirement

Retirement Planning: Life Hacks

Retirement planning entails actions for now and the future. Discover steps for safeguarding your future retirement.

Income Replacement in Retirement

There›s more to planning for retirement than just saving money.

Defining a Target Date Fund Glide Path

John Hancock explains what a target date fund is and how a glide path fits into the equation.

Taxes

Tax Reform & the Muni Market

How might the new tax law affect supply and demand in the market?

10 Facts About the New Tax Law

Every investor needs to know about the changes in the new tax law. Here are the highlights

How the New Tax Law Affects Roth IRAs

Find out what will remain the same and change for Roth IRAs.

Other

Understanding ETF Liquidity

What you need to know about the three levels of ETF liquidity.

What to Know about Investing in China

Get an update from Aberdeen Standard on China›s economy, growth potential and the possible effects of the U.S. tariff talks.

Five ESG Investment Ideas Inspired by Earth Day

Five ways in which ESG factors can be used to identify solid investments that care for the future of our environment.