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.

10 best/worst market days: Does it matter?

by | Sep 8, 2021 | UpClose

10 best/worst market days: Does it matter? 10 best/worst market days: Does it matter? It’s not about missing the best or worst days of the market; it’s about staying with a disciplined investment plan for the long run. One fail-safe sign of individual...

The ascendancy of active risk management?

by | Aug 11, 2021 | UpClose

The ascendancy of active risk management? The ascendancy of active risk management? In addition to the broad performance story of 2020, financial advisors cite many benefits to an investment approach incorporating dynamically risk-managed strategies....

In investing, as in life, it’s all relative

by | Jul 28, 2021 | UpClose

In investing, as in life, it’s all relative In investing, as in life, it’s all relative In creating a portfolio, it is important to reflect varying frames of reference. This can be achieved by using diversified asset classes in multiple risk-managed...