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.

Investment policy should be a family affair

by | Mar 4, 2020 | UpClose

Investment policy should be a family affair Investment policy should be a family affair One spouse says “potato” and the other says “potahto”—even when it comes to their investments. How can advisors work with couples to help them effectively reach...

Are we in a ‘kids market’?

by | Feb 19, 2020 | UpClose

Are we in a ‘kids market’? Are we in a ‘kids market’? A “kids market” has been defined as an investment environment in which the traders making the most money are those too young to remember the last bear market—thereby lacking a healthy appreciation...

Navigating higher interest rates in 2020

by | Jan 22, 2020 | UpClose

Navigating higher interest rates in 2020 Navigating higher interest rates in 2020 The topics of Fed interest-rate policy, inflation, and bond yields have been front and center for several years. How can proactive advisors guide their clients amid...

Controlling risk that doesn’t go away

by | Jan 15, 2020 | UpClose

Controlling risk that doesn’t go away Controlling risk that doesn’t go away No matter where markets are in the long-term cycle, risk is always present for all asset classes. Frequent evaluation of portfolio allocations and market exposure—and using...