NAAIM - National Association of Active Investment Managers

NAAIM - National Association of Active Investment Managers NAAIM is an industry association for like-minded investment advisors who use active investment management strategies in their financial advisory practices

🇺🇸 Happy Labor Day!Today, we celebrate the hard work, dedication, and contributions of workers everywhere.Wishing you a ...
09/07/2026

🇺🇸 Happy Labor Day!

Today, we celebrate the hard work, dedication, and contributions of workers everywhere.
Wishing you a relaxing and well-deserved Labor Day filled with time to recharge and enjoy the people who matter most.

Happy Labor Day from NAAIM! 🇺🇸

Where Strategy Meets Success — NAAIM Outlook 2026 is almost here!October 26–27 at The Westin Dallas Fort Worth AirportJo...
09/04/2026

Where Strategy Meets Success — NAAIM Outlook 2026 is almost here!

October 26–27 at The Westin Dallas Fort Worth Airport

Join active managers for two days tackling the issues that matter most, market catalysts, trading strategies, compliance, marketing, and more, through peer-to-peer exchanges and real collaboration designed to help your firm grow.

Ready to take your business to the next level? Don't wait, register today: https://naaim.org/outlook-lp/

Join us for the Financial Planning Mastermind — Thursday, September 10 at 4:15 PM ET.This free monthly virtual roundtabl...
09/02/2026

Join us for the Financial Planning Mastermind — Thursday, September 10 at 4:15 PM ET.
This free monthly virtual roundtable brings together financial planners and investment managers to share ideas, solve problems, and learn from each other. Bring your best ideas, open to both members and non-members.

Note: Recordings and materials are exclusively available to NAAIM members.

Register here: https://members.naaim.org/events/Details/financial-planning-mastermind-1893669?sourceTypeId=Website

08/31/2026

How many people are millionaires today because of great advice, coaching, and disciplined investing, who wouldn't have gotten there on their own?

A great analogy from a recent NAAIM Confidential conversation: investments are the fuel, but the advisor relationship and coaching are the map and the machine. You need both. The client-facing relationship gets the credit, but the "under the hood" investment work is what actually gets people where they're going.

This is the real impact of active management, not just making rich people richer, but helping teachers, blue-collar workers, and everyday clients build wealth they wouldn't have built alone.

Watch the full episode: https://www.youtube.com/

Who Gets Access?Did you know NAAIM members get complimentary access to the Exposure Index? Regular, Special, and Associa...
08/28/2026

Who Gets Access?

Did you know NAAIM members get complimentary access to the Exposure Index? Regular, Special, and Associate NAAIM Members receive password-protected access to this respected market sentiment tool as part of their membership, no extra subscription needed.

Not a member yet? See if your firm qualifies and unlock this benefit plus more: https://naaim.org/join-naaim/

08/26/2026

Being a great advisor isn't a math job, it's a people job. Most of a client meeting isn't about the numbers; it's about family, life changes, and real collaboration. And even on the investment side, winning 70% of trades is considered excellent, meaning a 30% "failure" rate is actually a sign you're doing it right.

Two great reminders from a recent NAAIM Confidential conversation: perfection isn't the goal, and the human side of advising matters more than people think.

Watch the full episode: https://www.youtube.com/

What the Index Actually MeasuresEver wondered how the NAAIM Exposure Index actually works? Each week, current NAAIM Regu...
08/24/2026

What the Index Actually Measures

Ever wondered how the NAAIM Exposure Index actually works? Each week, current NAAIM Regular Members (RIAs and IARs) report their firm's real U.S. equity market exposure. Those responses are averaged into the weekly Index, plus standard deviation and quartile stats show how much managers agree or disagree.

The result: a rare, real glimpse into how active managers are positioned, not how they feel about the market. That's why it's become a widely followed sentiment indicator among professionals, researchers, and financial media.

Learn more: https://naaim.org/programs/naaim-exposure-index/

The NAAIM Exposure Index is now a subscription service!For nearly 20 years, this has been one of the industry's most res...
08/21/2026

The NAAIM Exposure Index is now a subscription service!

For nearly 20 years, this has been one of the industry's most respected measures of professional market sentiment, showing what active managers are actually doing with client portfolios, not just how they feel about the market.

Subscribers receive:
* Current weekly Exposure Index value
* 20+ years of historical data
* Real-time insight into how active risk managers are positioning client portfolios
* NAAIM Members: Nothing changes for you, continue logging in with your member password for complimentary access.

Not a member? Subscribe today to stay informed: https://naaim.org/programs/naaim-exposure-index/

08/19/2026

"You give your number, but what you're invested in could be totally different." A great point from a recent NAAIM Confidential conversation about the Exposure Index — the number tells you positioning, not composition. Two managers could both report 100% exposure, but one could be long the S&P 500 while another is fully hedged. Context matters.

Subscribe to the Exposure Index and dig into the data yourself: https://naaim.org/programs/naaim-exposure-index/

📢 Register today for NAAIM Outlook 2026 — Where Strategy Meets Success!📅 October 26–27 at The Westin Dallas Fort Worth A...
08/17/2026

📢 Register today for NAAIM Outlook 2026 — Where Strategy Meets Success!

📅 October 26–27 at The Westin Dallas Fort Worth Airport

🎓 NASAA CE Credit — Ethics & Professional Responsibilities with Ryan Redfern, Shadowridge Asset Management

🎤 Featured Speakers:
• Henrietta Treyz — Veda Partners
• David Leo — The Financial Advisor's Coach
• Danielle DiMartino Booth — QI Research
• Leila Shaver — My RIA Lawyer
• Chad Henry — ForthRight Financial Planning (trading)
• Ryan Redfern — Shadowridge Asset Management (marketing)

🤖 NAAIM Member Panel: Using AI for Marketing, Compliance, Notetaking & Business Practices

💡 Two days of expert insight, actionable strategies, and unmatched networking with active investment managers. Don't wait — register today!

👉 https://members.naaim.org/ap/Events/Register/eZF4ADkIYCWCq

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