The incoming RDR has brought increasing focus on investment charges, with many advisers and commentators suggesting that passive funds would likely grow in popularity. This has brought attention once again to the debate between active and passive funds and which are more suitable for different clients.
Disclosing a fund’s active share to investors could help them to decide if the fees are justified.
President and founder resigned to being classed as ‘smart beta’ but calls passive investment “dumb”.
Could a new initiative from the IA fix what is afflicting actively managed funds in the UK?
Research firm predicts total assets in ETFs will overtake hedge funds in the second quarter.
Experts predict new generation of ETFs will transform face of passive investing.
Research group outlines passive fund ratings for advisers which launches this week.
Analysis & Opinion
Advertorial: The misconception that all index funds are, by and large, the same is misleading.
Passives are a simple way to get exposure to markets without trying to understand a fund managers process.
Vast majority who are zealously passive do not have any inkling that they are making active investment decisions every day.
Research indicates that when taking a contrarian position, patience is an underrated virtue.
Passives giant says John James, managing director of Vanguard Australia, will lead the UK and European business.
Bargain-hungry investors have been piling into oil exchange-traded funds (ETFs) but David Coombs warns they may not know exactly what they’re buying.
Strategic beta ETFs are all the rage, but do they pose a threat to active fund managers?
LGIM started offering institutional smart beta in 2006 and has been expanding its range of offerings since then.