Resources

Insights, research and news to keep you updated and informed on Madison's strategies and process. For Investment Strategy specific commentary, see our Investment Strategies & Solutions pages.


White Papers

A Captive Guide for Managers

In this guide, insurance portfolio managers Don Miller and Jeff Matthias describe a time-tested approach for steering both young and established insurance companies towards the potential for improved risk-adjusted returns with ample consideration given to an insurer’s unique situation.

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Commentary

Reinhart Fixed Income Week in Review by Madison Investments 03.11.22

This week the Reinhart Fixed Income team examines February's Consumer Price Index results and all-time high sales tax revenue in Texas.

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Updates & News

A Statement from Madison on the Crisis in Ukraine

March 4, 2022 – Like the rest of the world, Madison Investments is shocked and saddened by the events that have unfolded in Eastern Europe. We want everyone to know we fully support the great people of Ukraine. During these volatile times, we will continue to focus on the investment implications of this unprovoked attack and remain accessible to our clients and partners.

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Commentary

Reinhart Fixed Income Week in Review by Madison Investments 03.04.22

Reinhart Fixed Income weighs in on events that affected the markets this week including; Chairman Powell's testimony to Congress, the latest on Russia's invasion of Ukraine, and more.

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Updates & News

Madison Investments adds Matthew Goetzinger as a Sr. Analyst on its U.S. Equity Team

March 1, 2022 – Madison Investments is pleased to welcome Matthew Goetzinger, CFA® as a Senior Analyst on the firm’s U.S. Equity Team. Like other Madison U.S. Equity Team analysts, Matthew will be a generalist with the freedom to research stocks across sectors.

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Commentary

Reinhart Fixed Income Week in Review by Madison Investments 02.25.22

This week the Reinhart Fixed Income team further examines the latest developments in Ukraine, January personal spending, and a new bill introduced to the House.

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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 investment advisers 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 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.