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

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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.

Seasonality strategies: Sell in May and go away?

The old Wall Street adage “Sell in May and go away” has some strong support in the data, but probably not in the way most investors think. An excerpt from the book “Why Bad Things Happen to Good Investments,” by William T. Hepburn, explains why and...

Using cash to manage risk and create alpha

An actively managed strategy that moves to cash in times of market stress can effectively mitigate risk, reducing drawdowns and overall portfolio volatility. This is especially important for clients in retirement who are taking regular portfolio...

Why ‘timing’ is critical for investment returns

There are many reasons that dynamic, risk-managed strategies can benefit investors of all ages. The impact of sequence of returns for retirees is one of the more important ones. “What if? A probability-based approach to market uncertainty,”  a recent...

A financial advisor responds to 7 top client concerns

Educate your clients on the value of working with an advisor who practices proactive money management—stressing risk management in helping them reach their overall financial and investment goals. Clients ask a lot of great questions, and with each...

Active management: Don’t retire without it

For the millions of Americans with underfunded retirement accounts, active management may provide an essential safety net. What is a financial advisor to do when his clients are woefully underfunded for retirement based on traditional measures? When...