DFMs mixed on Blackrock’s ambitious predictions for passives
ETFs currently make up about 20% of UK wealth portfolios
Active Versus Passive
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Bundled share classes see ‘modest fee trimming’ post-RDR
Legacy assets in certain active fixed income funds have seen fees rise 20%
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Active manager success rate worse than passive peers
Passive funds will survive and generate a return in excess of their average active peers
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BoE scorned for brutal corporate bonds assessment
The Bank of England has been pilloried for its brutal assessment of the sterling corporate bond market given its role in driving yields so low.
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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.
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Brexit hits active UK equity managers
Active UK equity managers last year failed to outperform their benchmark due to under exposure to small cap companies post Brexit, research from Lyxor Asset Management shows.
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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.
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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.
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Better returns come in contrarian, uncorrelated packages
What is the solution to constructing the perfect equity portfolio? Invest across a number of small funds with different specialisms, with high conviction and active share, says Willis Towers Watson (WTW).
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BMO GAM unveils active range with 29bps OCF
BMO Global Asset Management has unveiled a line of low-cost multi-asset portfolios (MAP), with an ongoing charges figure (OCF) capped at 29 basis points.
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Keep your focus, fund managers
If fund managers seek to deliver consistent alpha, they’d better refrain from pushing too many buttons, says Rob van Wechem, head of investments at private bank Oyens & Van Eeghen in Amsterdam.
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RIP benchmarking; all hail allocation
The overabundance of indices will put an end to the industry’s obsession with beating benchmarks and give allocation its place in the sun, according to Alliance Bernstein.
