Search results for Active Management

MPS allocation review: US equity exposure eases as active managers turn to Asia and EMs

This series of quarterly articles examines asset allocation trends at the extremes of the MPS risk spectrum, as well as which portfolios had the most adviser recommendations.

Passive Got You Here. Active May Get You Through

While passive investing has earned its place, it may not be sufficient on its own to support investors through retirement.

The Key for Improving Access to Alternatives: Managed Models Within a Centralized Trading System

Centralized trading systems and unified managed accounts enable advisors to incorporate alternative investments into client portfolios with the same efficiency as traditional asset...

FBDC: Actively Managed BDC Exposure

In Process Safety Management (PSM), we often focus on systems, procedures, and compliance

В In Process Safety Management (PSM), we often focus on systems, procedures, and compliance.But in reality, PSM becomes effective only when employees actively participate.From my e...

The risk of the manager

Active mutual funds depend on fund managers, and that creates an often overlooked risk. Here’s how manager changes can impact returns and why passive funds avoid it.

Process before performance

Most fund managers rely on gut and discretion. NJ AMC runs a six-step process from data validation to portfolio construction to keep bias and inconsistency out.

How to Align Property Management With Investment Goals

Property management gets treated as an operational function by most investors, something that runs in the background while the real work of the investment happens at acquisition an...

ACCESS Model: Technology as Key to Managing Chronic Conditions

Providers caring for patients with chronic conditions have for years faced a persistent mismatch between how care is delivered and how Medicare pays for it. Managing chronic illnes...