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.
White Papers
Active Management | Gaining a Leg up
The growing popularity of equity index funds and equity index exchange traded funds (ETFs), combined with several academic studies of the costs and benefits of active management versus indexing, have raised questions in the minds of many advisors and investors about the benefits of active equity management. We believe these studies have given “active managers” a bad rap by grouping all active managers into a broad, single universe and not differentiating between those managers who are truly active, and add value, and those managers that call themselves active but offer little opportunity for outperformance, net of fees, based on their true investment style.
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Are You Getting the Most Out of Your International Allocation?
An appropriate allocation to international equities in a multi-asset class portfolio can provide meaningful diversification and performance benefits. Manager selection is a critical component of your allocation strategy and risk management. One under-considered factor: many active and passive international portfolios have significant holdings in large-cap overseas companies with heavy exposure to the U.S. economy, undermining diversification.
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Madison Mid Cap
The stock market marched higher during the second quarter as central banks continued shifting towards more accommodative monetary policy. This helped offset heightened trade tensions and slower global economic growth data. Once again the result was clear: long-term interest rates continued to decline and risk assets rallied.
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Fixed & Commodity Market Performance - Quarterly Chart Pack
Our quarterly chart pack summarizing the fixed income and commodity markets.
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Equity Market Attribution | 3Q19
Our quarterly chart pack summarizing the equity markets.
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U.S. Equity Market Commentary
Our take on the markets to help you frame your thoughts for the quarter. This is really cool and comprehensive. You won't want to miss it.
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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.