by Perry Kaufman | 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...
by Katie Kuehner-Hebert | Oct 30, 2019 | UpClose
Why Use Active Management? Why Use Active Management? Financial advisors share how their overall active management philosophy has handled months of wild swings in the market, as they strive to keep clients’ investment portfolios—and emotions—on track....
by Richard Lehman | Oct 23, 2019 | UpClose
Does behavioral finance present undiscovered opportunity for active managers? Does behavioral finance present undiscovered opportunity for active managers? The book “Return of the Active Manager: How to apply behavioral finance to renew and improve...
by David Wismer | Oct 9, 2019 | Advisor Interviews
While 2019 has not been atypically volatile, the market has had wild swings based on headlines surrounding trade policy, interest rates, and geopolitical events. How do advisors help guide clients through volatile markets—whether real or perceived? Over...
by Linda Ferentchak | Oct 9, 2019 | UpClose
Active management attempts to exploit the opportunities created by the business cycle, adjusting market exposure and rotating between asset classes, sectors, and geographic regions during different stages. If markets were truly random and stock prices...
