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 ...

[Most investors, even many professionals, run from volatility or build walls to protect from it, seeing it as a major form of risk. Others get prepared and run to volatility with a specialized toolkit ...

A recent survey of financial advisors reveals a balanced approach to portfolio construction, with advisors increasingly combining active and passive strategies. While investment performance remains ...

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 ...

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy ...

While active mutual funds' decade-long record of outflows has only deepened in recent years, asset managers might do well to position themselves for a tipping point in the ascent of passive investing.

Exchange-traded funds (ETFs) have traditionally been known for simplifying the investment process for non-professionals while keeping costs low through a passive management approach that tracks ...

Actively managed funds continued to lag behind their passive counterparts in 2024, with less than half of them outperforming comparable index funds, according to Morningstar’s latest US Active/Passive ...

Volatile markets from geopolitics and inflation? Compare REIT ETFs IYRI vs VNQ, see 2026 outperformance vs SPY/QQQ, and find ...

Volatility is seen as an opportunity for alpha generation, not just a risk, through sophisticated, mathematics-based investment methodologies. Intech's approach bridges active and passive investing, ...