Brooks Friederich is the principal director of Investment Solutions Strategy at Envestnet PMC. As a critical figure at one of the industry’s largest wealth management platforms for independent ...

Amid a constantly changing environment, investment teams must evolve to stay competitive. For those at asset management firms, this growth includes truly understanding how to find attractive ...

[The “active” versus “passive” investment debate has raged for decades fueled by performance comparison reports like SPIVA, Alpha Architects, and many others chronicling how a large cross-section of ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The merits of active versus passive management are part of ...

Efficient market theory posits that alpha is just an anomaly and that efficient markets rule and there is no long-term prospect of managers achieving abnormal returns, obviating the possibility of ...

AGNC Investment Corp. AGNC has been taking a proactive and defensive approach to portfolio management, which can drive growth over the long term. Taking an active stance by frequently adjusting asset ...

Quick Read Closet indexing is still common. Some funds charge active management fees but hold portfolios that closely ...

According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies. Savvy investors are turning to strategies such as ...