Charles Younes: Why 2020 was the year active management demonstrated its value
Record 72 managers awarded ‘Alpha’ ratings by FE Investments a year after Covid pandemic decimated markets
Active Versus Passive
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Christopher Bishun: How has Vanguard Lifestrategy performed compared to active alternatives?
Brooks Macdonald’s investment solutions director examines returns from the start of the coronavirus outbreak
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FE: Will active multi-asset funds ever get their mojo back?
Passive portfolios dominate performance tables for risk-targeted funds
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Fund manager revenue to grow at just 1% a year till 2023
Managers will have to shrink core active offer as revenues shrink warns Oliver Wyman and Morgan Stanley report
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DFMs mixed on Blackrock’s ambitious predictions for passives
ETFs currently make up about 20% of UK wealth portfolios
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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.