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

The following posts are related to industry trends. Scroll down to see more articles.

6 misconceptions about alternative investments

Alternative strategies provide a valuable tool to help investors manage risk in their investment portfolios, but this growing investment category is often misunderstood. The investment category of alternative investments is perhaps one of the most...

The financial and investment impact of divorce

Why the role of financial risk management may become even more critical as divorced couples face emotional, lifestyle, and financial stress and change. In both life and investing, it is common to believe that existing or recent facts will continue...

Advisors prefer active management

Several studies assess advisor attitudes around portfolio management and risk mitigation for clients—showing a continued preference for actively managed strategies. Editor’s note: This article first published in our magazine in October 2015, but...

The ins and outs of event-driven ETFs

Event-driven investing strategies have been around for decades. These strategies attempt to profit from market inefficiencies that often occur in conjunction with various corporate events such as mergers, acquisitions, spin-offs, stock splits, buybacks,...

Risky business

How can advisors build a more meaningful investor behavioral profile? The long-lasting effects of the Great Recession It is hardly news that many investors remain permanently scarred by the credit crisis of 2007 to 2009. Many research studies since have...

The case for managed futures in active strategies

Why managed futures—an often misunderstood tactical tool—can play an important role in portfolio construction, either as a stand-alone strategy or as a key strategic element. During my three decades of experience in using managed futures in active...

No investment crystal ball needed

Realistically estimating strategy performance through stochastic models. Money managers have a tough job. They need to raise capital, build and maintain client relationships, keep in compliance of regulations, and then actually manage investments. All...

Not all investment returns are created equal

Understanding the important differences between absolute return, total return, and relative return. The financial media has spent quite a bit of time during the current bull market reporting on the “underperformance” of actively managed funds. While the...

5 top concerns faced by financial advisors in 2016

Financial advisors greeted 2016 in a relatively upbeat mood—what are they thinking about now? Though we still have several important months to go, 2016 has already been a remarkable year on several fronts: The worst post–WW II start ever for the U.S....