Active
Learn about the latest trends in active investment strategies and their impact on investment performance.
Small/Mid Cap Manager of the Year: Riverbridge Partners
By Jeff BermanLast year's "incredible" business disruption helped the strategy perform well, says portfolio manager Ross Johnson.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 22, 2021
Large Cap Equity Manager of the Year: Columbia Threadneedle Investments"Pessimism" is key to this strategy, which had a 23.1% return in 2020, says its portfolio manager Guy Pope.
June 22, 2021
Strategist & Overall Manager of the Year: WestEnd AdvisorsFour of the five high-conviction strategies are built with ETFs from Vanguard, BlackRock and State Street.
June 16, 2021
Here Are Morningstar's Outstanding Portfolio Manager of the Year NomineesIn addition, Morningstar announced nominees for rising talent portfolio managers and for asset managers showing exemplary stewardship.
June 14, 2021
DFA Launches 4 Active Equity ETFs Converted From Mutual FundsMeanwhile, Invesco launches two tech-focused ETFs that will have no fees until December.
June 07, 2021
Active Investing Is 'Biggest Scam on the Planet,' Says Nuclear Pharmacist Turned RIAMark Hebner, who retired at 32 with $6 million before becoming an advisor, tells ThinkAdvisor why he focuses on indexing.
May 27, 2021
E-Trade Enhances Bond Resources: Tech RoundupThe firm wants to make it easier to execute fixed income trades, find ideas and access educational content.