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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.

When investors ask, ‘What’s your best idea?’

by | Dec 14, 2022 | UpClose

When investors ask, ‘What’s your best idea?’ When investors ask, ‘What’s your best idea?’ During market declines, investors—and advisors—need to watch out for cognitive biases. Rules-based strategies help remove emotional decision-making from investors’...