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 ...

Q1 2026 Management View CEO Brent Beardall emphasized a continued strategic realignment to focus on business banking, stating ...

The JPMorgan Active Growth ETF (NYSEARCA:JGRO) delivered a 14.2% return over the past year, trailing the S&P 500’s 17.9% gain ...

[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 ...

Here I use Interpublic Group as a case study, scrutinizing it under elements of an active portfolio management framework. The business produces modestly attractive economics, but is in an earnings ...

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 ...

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 ...

Quick Read JAVA charges 0.44% annually versus 0.04% for passive alternatives like VTV. The fund outperformed SPY by nearly 2 ...

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 ...

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 ...

The acquisition is projected to accelerate its expansion into one of the fastest-growing segments of active ETFs, adding a strong lineup of income, buffer, and growth-focused strategies. It also ...

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 ...