There are hundreds of asset managers in the investment industry that have the goal of helping investors succeed in reaching their goals. The MFEA 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.
Did you know there
are active and passive ETF’s? Natixis provides a helpful summary.
Investing Outlooks
American Century
shares tips for parents starting the discussion with kids of any age about the
costs of higher education. From middle school to high school, keep the
conversation going and top of mind.
With
another school year underway, now is the perfect time to explore how to leverage
a 529 plan for a balanced portfolio.
Test
your knowledge of these two common investment products in this short slide
deck.
IRAs
Which IRA is
a better match for you?
An
explanation on the basics of a traditional IRA.
Depending on which type of IRA you choose, Janus
Henderson discusses additional opportunities for tax-deferred or tax-free
earnings on your contributions.
Income and Retirement
Retirement
planning entails actions for now and the future. Discover steps for
safeguarding your future retirement.
There›s more to
planning for retirement than just saving money.
John Hancock explains what a target date fund is and how a
glide path fits into the equation.
Taxes
How might the new tax law affect supply and demand in the market?
Every investor needs
to know about the changes in the new tax law. Here are the highlights
Find out what will
remain the same and change for Roth IRAs.
Other
What you need to know about
the three levels of ETF liquidity.
Get
an update from Aberdeen Standard on China›s economy, growth potential and the
possible effects of the U.S. tariff talks.
Five ways in which ESG factors can be used to identify solid investments
that care for the future of our environment.