There are hundreds of asset managers in the investment industry that have the goal of helping investors succeed in reaching their goals. The IMEA is a community comprised of leading investment management firms. These leaders keep pace with the diverse demands of serving investors and advisors through numerous channels of their business.
There are a variety of perspectives and educational resources included below.
Active and Passive
Investors may be missing out on the strengths offered by
both active and passive management, as well as the unique hybrid features of
smart beta.
Leveraging goals of both active and passive
management, strategic beta may be an attractive alternative for
investors seeking inexpensive, diversified equity exposure with market-beating
potential.
Investing Outlooks
Recent data paints a bleak outlook for “core” fixed income. But there›s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.
Chuck Royce and Co-CIO Francis Gannon look at the recent decline and make the case for why active management looks poised to do well going forward. Watch the video here.
The leveraged finance market roared out of the gates in the fourth quarter, with October recording the second-highest monthly volume of 2018. But the momentum fell victim to the volatile conditions that roiled equity markets in the last months of 2018. Click to view article & download PDF.
Income and Retirement
Nuveen shares ways in
which actively managed fixed income investments have greater potential for
outperformance in comparison to their passive counterparts.
Pulling from six years of
data, including the 17,000 investors surveyed in 2018, Legg Mason captures the
investor sentiment toward today›s market, as well as their preparation
strategies for retirement.
The Three
Tiers of Retirement Income is a simple, yet powerful, tool Janus Henderson
created to help investors allocate money to generate the cash flow they need.
Taxes
With the
holiday season fast approaching, you may consider making donations to a
charitable organization. But did you know this allows for tax benefits?
Fidelity lays the groundwork for thoughtfully getting started.
American Century touches on rising rates, corporate America, tax reform
and the consumer sector.
How might the new tax law affect supply and demand in the market?
Other
Sustainable investment strategies are receiving ever-wider acceptance. Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
Whether it is a mortgage,
student loan or credit card, it's critical to know the impact of any debt
you're considering introducing to your financial portfolio.
OppenheimerFunds
is challenging the index when it comes to investing. Explore thought pieces
that highlight approaches designed to exceed the market›s return, better
managing its risk.