Resources
Insights, research and news to keep you updated and informed on Madison's strategies and process. Our goal is for clients and advisers alike to better understand the decisions that impact results. Regional representatives personalize these insights; educating advisers on how our investment decisions can affect their clients’ portfolios. Please reach out to learn more. We welcome your inquiries.
Monthly Perspectives - Disciplined Equity January 2020
Read our Disciplined Equity Team's commentary for January:
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Commentary
Fixed & Commodity Market Performance | 4Q 2019
Our quarterly chart pack summarizing the fixed income and commodity markets.
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Equity Market Performance | 4Q 2019
Our quarterly chart pack summarizing the equity markets.
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Small Cap Acquisition
Madison Investments has acquired the Small Cap Equity Team and assets of former Broadview Advisors, LLC. “In addition to being a great cultural fit, the acquisition deepens our investment talent and broadens our investment offerings” said Rich Eisinger, Madison’s Head of Equities, who oversees the Madison U.S. Equity Team that the Small Cap Equity managers are joining.
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Madison Scottsdale Honored with 2019 US Captive Award
Scottsdale, Arizona - 2019.08.05 – Madison Scottsdale, the insurance asset management division of Madison Investment Advisors, for the second-year running has been selected as the captive insurance industry’s Investment Specialist of the Year for its record of risk-balanced investment services to the captive insurance industry.
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White Papers
Managing Bond Risks in a Rising Interest Rate Environment
Since their low in mid-2016, longer-term interest rates have more than doubled. While that may sound ominous, admittedly the increase has been from a very low level -- ten-year Treasury yields, for example, have risen from below 1.50% to above 3.00%. Yet low interest rates mean higher risk, as the mathematics of bonds include both coupon (interest) income and price change. When coupon income is quite low, as has prevailed for the last several years, there is little to cushion periodic price gyrations.
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“Madison” and/or “Madison Investments” is the unifying tradename of Madison Investment Holdings, Inc., Madison Asset Management, LLC (“MAM”), and Madison Investment Advisors, LLC (“MIA”), which also includes the Madison Scottsdale office. MAM and MIA are registered as an investment adviser with the U.S. Securities and Exchange Commission. Madison Funds are distributed by MFD Distributor, LLC. MFD Distributor, LLC is registered with the U.S. Securities and Exchange Commission as a broker-dealer, and is a member firm of the Financial Industry Regulatory Authority. The home office for each firm listed above is 550 Science Drive, Madison, WI 53711. Madison's toll-free number is 800-767-0300. | Any performance data shown represents past performance. Past performance is no guarantee of future results. | Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of, or guaranteed by, any financial institution. Investment returns and principal value will fluctuate. | This website is intended to be for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security.
The Captive Review awards were independently determined and awarded by one of Captive’s Captive Owner Panels. Madison Scottsdale did not pay a fee in exchange for these awards. The Investment Management Award is open to asset managers and investment advisors and is presented to the firm that best exhibits unrivaled customer care and innovation.
The Captive Review awards were independently determined and awarded by one of Captive’s Captive Owner Panels. Madison Scottsdale did not pay a fee in exchange for these awards. The Investment Management Award is open to asset managers and investment advisors and is presented to the firm that best exhibits unrivaled customer care and innovation.