F/m Investments Integrated Alpha Quarterly Insights 3rd Quarter 2021

F/m Investments Integrated Alpha Quarterly Insights 3rd Quarter 2021

Economic Context The recovery is still in play but has lost some of its momentum due to three primary issues: The COVID pandemic is controlled but not yet a thing of the past.Fiscal uncertainty in Washington – e.g., infrastructure bill, green initiatives, etc.Our dependence on an embattled global supply chain.
Finding Mutual Funds That Beat The Market

Finding Mutual Funds That Beat The Market

Credit: Forbes Click here to view the article on Forbes How do you make an actively managed mutual fund do well, especially in these crazy times? For 2020, 60% of actively managed stock funds underperformed the S&P 500. The situation was worse with active bond funds, where 90% failed to clear their
Boutiques Look for Third-Party Investors as Industry Consolidates

Boutiques Look for Third-Party Investors as Industry Consolidates

Credit: Lisa Fu - Fund Fire FundFire on Fm AccelerationDownload - PDF Consolidation in the asset management industry has led some portfolio managers to question the future of their teams and enlist third-party support to leave parent companies. In November, three third-party assisted transactions were announced. Los Angeles-based RIA Lido
5 Tips to Weather a Turbulent Stock Market

5 Tips to Weather a Turbulent Stock Market

Credit: NY Times - By Paul Sullivan The stock market has been shaken by turbulence in the last few weeks, something it hasn’t experienced in a few years. The Standard & Poor’s 500-stock index plunged more than 10 percent from Jan. 26 to Feb. 8, a sell-off that pushed the