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

Proactive Advisor Spotlight:

Trends in ESG and values-based investing

ESG analysis: Benefiting society through ‘long-termism’

Advisors embrace values-based investing and financial planning

Impact investing and active management are not mutually exclusive strategies

Volume 28, Issue 4



From Aristotle to active investment management

From Aristotle to active investment management

Active investment management is consistent with the tenets of behavioral finance, as well as with sound financial planning that seeks to help investors reach their long-term objectives.Over 2,500 years ago, in what may have been one of the earliest examples of...

Is the market’s bullish sentiment overdone?

An article by analyst Mark Hulbert at MarketWatch last week said that market timers are “more bullish than at almost any other time since such data began being collected in 2000.” According to Hulbert, this contrarian signal has usually led to struggles for the stock...