Active investment management’s weekly magazine for fee-based advisors

UpClose
An up-close look at topics with current relevance to the field of active investment management. Investment fund managers, financial strategists, research analysts, financial advisors, and professional journalists examine topical active management issues, best practices for risk management within separately managed accounts, research findings, and new industry developments.

Let’s be realistic about drawdowns

Portfolio drawdowns are a fact of life for professional investment managers and financial advisors—and the clients who depend on both of them. Understanding the nature of drawdowns—and the relationships of various investment vehicles on a risk-adjusted...

Active management in plain English

An advisor’s perspective. The word “active” certainly has a much more positive connotation than its counterpart, “passive.” But when it comes to investment management, we in the financial-services arena use this terminology thinking that our...