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.

Encouraging a long-term investment perspective

by | Nov 18, 2020 | UpClose

Encouraging a long-term investment perspective Encouraging a long-term investment perspective Applying behavioral concepts can help clients develop a long-term investment perspective and “stay in their seats” when being bombarded by highly emotional...

From Aristotle to active investment management

by | Oct 21, 2020 | UpClose

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...