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In Focus - Active Vs Passive


With the incoming Retail Distribution Review bringing renewed focus onto investment management charges, attention has once again turned to the debate between active and passive strategies and which is best for different clients.


Investments| Jan 14, 2015

Rathbones’ Coombs warns investors to be wary of oil ETFs

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.

Investments| Nov 11, 2014

Morningstar View: The smart beta conundrum

Strategic beta ETFs are all the rage, but do they pose a threat to active fund managers?

Investments| Nov 10, 2014

LGIM eyes retail smart beta product roll-out

LGIM started offering institutional smart beta in 2006 and has been expanding its range of offerings since then.

Investments| Oct 30, 2014

LGIM slashes charges on index fund range

Another asset manager slashes charges on index funds as pricing war rages on.

Investments| Oct 27, 2014

‘Smart beta’ offerings too confusing

‘Smart beta’ funds will attract more business if market terminology is standardised, says Lipper’s Glow.

Investments| Oct 21, 2014

China ETFs set to open up market

Managers providing direct access to Chinese stocks will reap the rewards, say Moody’s.

Analysis & Opinion
Passive zealots are actively deluding themselves

FTAdviser BlogonInvestments| Nov 25, 2014

Passive zealots are actively deluding themselves

Vast majority who are zealously passive do not have any inkling that they are making active investment decisions every day.

From Special Report: Managed Funds - January 2014| Jan 20, 2014

Management pricing debate rages on

Post-RDR, with the advent of ‘clean’ pricing, has the debate on active versus passive costs changed?

Recent Articles
  1. Investments| Oct 13, 2014

    Legg Mason and F&C eyeing push into passive market

    Active stalwarts aiming to embrace the tracker trend, as passive strategies attract more UK assets.

  2. Investments| Jul 21, 2014

    Morningstar View: Managing expectations

    Indexing creates exploitable opportunities, but profiting from them is not easy

  3. Investments| Dec 13, 2013

    Old Mutual: Clean pricing brings active closer to passive

    Julian Ide argues RDR pricing has narrowed the gap between active and passive costs.

  4. Regulation| Nov 25, 2013

    Asset managers face tougher commission rules

    FCA looks to strengthen rules surrounding dealing commission, which the regulator says asset managers have been exploiting.

  5. Regulation| Nov 07, 2013

    FCA tells banks to speed up compensation payments

    Regulator reveals banks have been slow to cough up cash to investors who were mis-sold interest rate hedging products.

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