Passives

  • Vanguard: We’re not troubled by duration in Lifestrategy

    Vanguard: We’re not troubled by duration in Lifestrategy

    Vanguard has faced criticism for soaring duration in its fixed allocation Lifestrategy range, but investment strategist Ankul Daga is doubtful tactical decisions made by active managers will deliver superior results.

  • Advisers dump less wealthy clients into multi-asset

    Advisers dump less wealthy clients into multi-asset

    The size of a client’s wealth is important in helping advisers decide which investment strategies to use, but it is not the only factor to consider.

  • Advisers ditch plans to shrink active allocations

    Advisers ditch plans to shrink active allocations

    Financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.

  • Bumper ETF inflows hint at sentiment shift for UK equities

    Bumper ETF inflows hint at sentiment shift for UK equities

    Investor interest in the UK market took a dive following the EU referendum, but recent passives fund data reveals sentiment could be shifting, with a mammoth $521m weekly inflow in mid April.

  • Active bond flows hit hard in February

    Active bond flows hit hard in February

    Active bonds suffered €7bn in outflows along with active commodities and convertibles, hitting Europe’s asset management industry hard in February.

  • What are the cheapest FTSE All Share trackers?

    What are the cheapest FTSE All Share trackers?

    The most expensive passive exposure to the FTSE All Share comes through the Virgin UK Tracker, which charges 1%. But how much could investors save in fees by going with the five cheapest funds on offer?

  • Virgin tracker with 1% fee dominates Aberdeen Standard deal

    Virgin tracker with 1% fee dominates Aberdeen Standard deal

    Three-quarters of the assets Aberdeen Standard Investments will be managing for Virgin Money sit in the UK’s costliest tracker.

  • UK gilt funds top FE’s passive crown ratings

    UK gilt funds top FE’s passive crown ratings

    Over a third (38%) of UK gilt funds have been awarded FE’s five passive crown rating, while index-linked gilts and sterling corporate bond funds received none.

  • Blackrock: Active vs passive should be a thing of the past

    Blackrock: Active vs passive should be a thing of the past

    The active versus passive debate could be history by 2025, according to Blackrock’s Joe Parkin.

  • Advisers resist upping passive exposure

    Advisers resist upping passive exposure

    Active funds remain advisers’ top product of choice when building portfolios after research found more than half invested less than 20% of client money into passive funds.

  • Mifid II to boost passive exposure

    Mifid II to boost passive exposure

    Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for cost transparency, according to research firm Cerulli Associates.

  • SVM’s McLean: Mifid is a threat to passive

    SVM’s McLean: Mifid is a threat to passive

    The unbundling of research costs under Mifid II will increase the level of risk in passive investing, SVM’s Colin McLean has warned.