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

Inflows, Indexes and the Future: Trends in Active and Passive

Charles Schwab explains how active and passive strategies complement each other well, and fill equally important roles in a portfolio.

No Middle Ground: Passive, or Truly Active and Diversified

Thornburg Investment Management shares how academic research suggests that actively managed funds that have high Active Share on average outperform index returns.

Death of Active Management Has Been Exaggerated

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.

Investing Outlooks

2017 Fixed Income Mid-Year Review

Dodge & Cox takes a look at the factors that influenced bond markets over the first half of the year.

Gold: The Love Trade vs. The Fear Trade

How is gold expected to benefit from rising incomes in emerging markets? U.S. Global Investors provides insight and more on gold investing.

Faced with Increased Volatility, Institutions Embrace Risk

Institutional investors are reevaluating investment strategies and resetting market assumptions amid political and economic uncertainty, according to a new study by Natixis Global Asset Management.


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.

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

Top 7 Retirement Life Hacks

No matter how near or far you are from retirement, American Century shares how saving for your future should be a priority. It is never too late to start, and these retirement life hacks may help make it more doable.

Planning for Retirement, Saving for College, and Caring for Aging Parents

John Hancock reveals that many Americans in their forties and fifties are experiencing what is known as “the triple squeeze.” That’s the simultaneous, one-two-three punch of caring for their aged parents, planning for their own retirement, and saving for their children's college tuition-all while trying to pay the bills.

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


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.