Perspectives

There are hundreds of asset managers in the investment industry that have the goal of helping investors succeed in reaching their goals. The IMEA 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

Expert Insight on Market Volatility

Ariel Investments explains the How and Why of market volatility in an effort to help investors make informed decisions during the market ups and downs.

Back to the Basics | Decoding Financial Terms

From S&P 500 and stocks to bull markets and more, Principal highlights a handful of key investing terms designed to build a stronger financial foundation.

Female-Focused Investing | Understanding Challenges & Strategies

MFS outlines the unique investing challenges women face, offering tools to stay informed at any stage of your investment journey. 

IRAs

Roth IRA vs. Traditional IRA

Which IRA is a better match for you?

Income and Retirement

Retirement | Considering an Active Fixed-income Investment Strategy

Nuveen shares ways in which actively managed fixed income investments have greater potential for outperformance in comparison to their passive counterparts.

NEW Survey: Taking the Pulse of Investors

Pulling from six years of data, including the 17,000 investors surveyed in 2018, Legg Mason captures the investor sentiment toward today›s market, as well as their preparation strategies for retirement.

LEARN | The Three Tiers of Retirement Income

The Three Tiers of Retirement Income is a simple, yet powerful, tool Janus Henderson created to help investors allocate money to generate the cash flow they need.

Taxes

The 101 on Charitable Giving

With the holiday season fast approaching, you may consider making donations to a charitable organization. But did you know this allows for tax benefits? Fidelity lays the groundwork for thoughtfully getting started.

Equities Advice & Outlook

American Century touches on rising rates, corporate America, tax reform and the consumer sector.

Tax Reform & the Muni Market

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

Other

The Scoop on Money-borrowing

Whether it is a mortgage, student loan or credit card, it's critical to know the impact of any debt you're considering introducing to your financial portfolio.

Challenging the Index

OppenheimerFunds is challenging the index when it comes to investing. Explore thought pieces that highlight approaches designed to exceed the market›s return, better managing its risk.

Elements of an ESG

For a more in-depth look at ESG investing, Aberdeen provides a chapter-by-chapter overview of the elements that comprise this investment structure.