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

Why Invest in Actively Managed Mutual Funds?

Charles Schwab walks you through three reasons why actively managed mutual funds might help your portfolio. Click to learn.

2Q 2019 Outlook | Risk-On, But Turning More Defensive

Nuveen shares their Outlook for what's to come in 2019.

2019 Trends in Emerging Markets

Video | Matthews Asia shares 2019 trends in emerging markets and Asia and what fresh approaches investors can take in order to tap into new drivers of growth.

Income and Retirement

Individual Retirement Plans

Saturna Capital helps walk through the importance of individual retirement plans and the differences between them. Click to take a closer look.

Reality Check: Will You Have Enough to Spend in Retirement?

After years of hard work and deferred gratification, you›re finally looking forward to a fulfilling retirement. And you have some big plans. You now have the time to enjoy the good life that you may have had to (mostly) put off during your career. The question is: will you have enough money to live out those golden dreams?

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.

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

The Spectrums of Alternatives

Alternatives include a spectrum of assets, strategies and structures, each designed to deliver different benefits.

About REITs

Cohen & Steers gives deep insight on REITS. What they are, rules to follow, how they came to be, and more! Click to read

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.