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

UpClose
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.

Putting pullbacks in perspective

by | Jun 22, 2022 | UpClose

Putting pullbacks in perspective Putting pullbacks in perspective Market pullbacks can be unnerving. That is why investors should make a plan with their financial advisors that addresses pullbacks and is informed by historical perspective, not emotion....

Holding investor hands as the market churns

by | Jun 8, 2022 | UpClose

Holding investor hands as the market churns Holding investor hands as the market churns An advisor-client discussion can reassure investors during market storms. Explaining the value of dynamically risk-managed strategies that mitigate volatility can be...

Putting the right team on the field

by | May 25, 2022 | UpClose

Putting the right team on the field Putting the right team on the field Having a well-balanced and diversified “team” is as important in strategic portfolio construction as it is in building a winning baseball organization. I​’ve always been a huge...

The pitfalls of DIY investing for your clients

by | Apr 27, 2022 | UpClose

The pitfalls of DIY investing for your clients The pitfalls of DIY investing for your clients Investor biases and human nature work against successful self-directed investing. Turnkey asset management establishes the procedures and performs the...