PA ANALYSIS RDR passive-investor friendly
Even though RDR removed the commission barrier and stamp duty on ETFs has been abolished, passive funds are not finding everything their own way despite competing on their own terms with the active giants.
Passives
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First MSCI World Small Cap Index ETF unveiled
State Street Global Advisors’ latest launch will allow investors to capture the “small cap premium”.
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RLAM unveils passive Asia equities portfolios
Royal London Asset Management (RLAM) has revealed details of the new passive portfolios that will replace its Japan Growth and Far East funds.
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five-year fee decline in industry
The average management fee gathered by the funds industry has “fallen dramatically” since 2007 due to the cyclical shift to fixed income products and an inclination toward less expensive funds, according to investment research firm Morningstar.
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rlam passive funds a pleasant surprise
RLAM's new move into passive equity management is nothing of the sort having run quants strategies for more than a decade.
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whitechurch securities range of passive portfolios
Whitechurch Securities is to launch discretionary managed portfolios that, for the first time for the Bristol-based business, include passive vehicles.
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Passives aggressive in battle for market share
Investment professionals often talk about the importance of avoiding market noise and, in terms of the passives world at least, Im beginning to agree with them.
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smart beta strategies add to passive active debate
With RDR in mind, the smart money is on the low-cost passive world taking a greater chunk of retail business, but the emergence of so-called smart beta funds could muddy the waters.
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S&P Capital IQ to grade passive funds
S&P Capital IQ Fund Research has launched a qualitative Platinum, Gold or Silver grading methodology for ETFs and trackers.
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lgim offers passive emerging market debt funds
LGIM has unveiled three passive emerging market sovereign debt funds that offer hedged and unhedged classes for sterling investors.
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all quiet on the passive front
Passive fund providers who were “all over everybody” a year ago have gone quiet amid performances that are “through the floor”. So goes the opinion of one IFA. Do you agree?
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close am announces new discretionary funds
Close Asset Management has launched two new styles of fund that sit within its Discretionary Funds range.