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NAAIM - National Association of Active Investment Managers

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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

06/03/2026

Registration is now open — NAAIM Outlook Conference 2026!

Join active managers Oct 26–27 at The Westin DFW, Dallas, TX, for two days of market catalysts, trading strategies, compliance, marketing, and peer-to-peer collaboration designed to help your firm succeed and grow.

Pricing:
- Member Early Bird: $638 (ends Aug 1)
- Member Standard: $738
- Non-Member: $898
- Save $100 — register before August 1 and lock in the early bird rate. Not yet a member?

Join NAAIM and save even more: https://naaim.org/join-naaim/

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

06/01/2026

A passive portfolio that your clients abandon is not a good portfolio.

For anyone over 60 taking distributions, a 50% drawdown is not just uncomfortable; it can be portfolio-destroying. Active management exists to protect clients at the moments that matter most. Not to outperform in good times, but to avoid getting wrecked in bad ones.
As Ron Rough, our NAAIM Confidential guest, put it, every firm should have something that behaves actively to protect the portfolio when it counts.

Learn more & get involved: www.naaim.org

05/29/2026

NAAIM Exposure Index (this week): 98.39 (Q1 avg 82.00). Active managers are showing notably high US equity exposure. Full chart & data: https://naaim.org/programs/naaim-exposure-index/

05/28/2026

Welcome Ron Rough as the new NAAIM President, also of FSA Wealth Partners!

Ron's vision: carry forward the momentum, re-energize the community, and grow NAAIM's reach among innovative firms launching active ETFs and mutual funds. As Ron puts it, where else do you find a group of people who think about markets the way you do?

NAAIM is a place to connect, vet your strategies, and confirm you're doing the best you can for your clients. That's the value of this community.

Learn more & get involved: www.naaim.org

05/22/2026

NAAIM Exposure Index (this week): 82.02 — nearly in line with the Q1 average of 82.00.

The Index tracks average US equity exposure reported by active managers over the past two weeks — a real-time pulse on positioning, not a prediction of market direction. Full chart & data: https://naaim.org/programs/naaim-exposure-index/

05/20/2026

Registration opening soon — NAAIM Outlook Conference 2026!

Mark your calendar: Oct 26–27 at The Westin DFW, Dallas, TX. Outlook brings together active managers for two days of peer-to-peer learning and collaboration covering market catalysts, trading strategies, compliance, marketing, and practice growth.

Stay tuned for registration details and agenda announcements. Learn more: naaim.org/outlook/

05/18/2026

The 2026 NAAIM Founders Award papers are now posted! Search and request up to 3 papers per year covering cutting-edge research in active investment management — quantitative models, tactical strategies, portfolio construction, and more.

NAAIM members can download directly from the Member Info Hub. Non-members may request up to 3 papers by email (allow 3–5 business days).

Search the full library (2009–2026): https://naaim.org/programs/find-a-whitepaper/

05/15/2026

NAAIM Exposure Index (this week): 77.34 (Q1 avg 82.00).
This shows the average US equity exposure reported by our members — a 2‑week moving average of manager positioning, not a market forecast. Full chart & data: https://naaim.org/programs/naaim-exposure-index/

05/13/2026

Join us for the NAAIM Financial Planning Mastermind — Thursday, May 14 at 4:15 PM ET.
This free monthly virtual roundtable brings together financial planners and investment professionals for an hour of idea-sharing, problem-solving, and peer-driven learning. Open to everyone — members and non-members welcome.

Held every second Thursday of the month at 4:15 PM ET. Reserve your spot: https://members.naaim.org/events

05/11/2026

Congratulations to Davide Pandini, PhD, CMT, MFTA — 2026 NAAIM Founders Award Winner!

Dr. Pandini, Technical Director at STMicroelectronics (Italy), takes home the $5,000 prize for his paper "Stationary, But Not Profitable? A Critical Look at Pairs Trading", a groundbreaking look at whether cointegration remains a reliable predictor for pairs trading in today's volatile, structurally shifting markets.

Learn more about the Founders Award: https://naaim.org/founder_award/naaim-founders-award-2026-winner/

Address

Columbine, CO

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	7am - 8am
	9am - 5pm
Friday	9am - 5pm

Website

http://www.naaim.org/

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