Perspectives

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

Using Active, Passive & Smart Beta

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.

What is Strategic 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

Beyond the core: Reassessing fixed income portfolios

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.

Navigating The Volatile Market

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.

Economic and Political Uncertainty Take a Toll on Leveraged Finance Market

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

Retirement | Considering an Active Fixed-income Investment Strategy

Nuveen shares ways in which actively managed fixed income investments have greater potential for outperformance in comparison to their passive counterparts.

NEW Survey: Taking the Pulse of Investors

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.

LEARN | The Three Tiers of Retirement Income

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

The 101 on Charitable Giving

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.

Equities Advice & Outlook

American Century touches on rising rates, corporate America, tax reform and the consumer sector.

Tax Reform & the Muni Market

How might the new tax law affect supply and demand in the market?

Other

Natixis Helps Makes Sense of ESG's

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.

The Scoop on Money-borrowing

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.

Challenging the Index

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.