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

Comparing Active and Passive ETFs

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

A Discussion of Active & Passive Management

Bill Rader discusses the benefits of utilizing both active and passive products.

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.

Investing Outlooks

6 Time-Saving Investment Tips

Review these tips on creating more efficient investing habits.

A Review of Basic Investing Terms

Cut through the jargon with this helpful video on the language of investing.

Tips to Rebalance Your Portfolio

It’s important to rebalance your portfolio at least once annually. Learn more about what you can do.


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 Savings Calculator

Use this free calculator to see how your retirement savings are stacking up.

8 Retirement Funding Options

Learn about options to help finance your retirement.

Creating a Path for Target Date Strategy

Learn how having a resilient glide path can help with retirement.


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.

Financial Planning and Tax Reform

Learn how tax reform could affect your financial planning strategy.


The Basics of Education Savings Accounts

Gain a better understanding of ESAs.