Active management sector needs to shrink – Moody’s
The active management industry will have to shrink substantially, Moody’s Investor Services argues in a new report on the growth of passive investments.
The active management industry will have to shrink substantially, Moody’s Investor Services argues in a new report on the growth of passive investments.
It’s been a strong year for active managers in the UK, with 82% outperforming the S&P UK benchmark index in the 12 months to 30 June 2015.
Outperformance of active UK equities funds over the last five years has been wholly due to a small and mid-cap stocks bias, according to research by SCM Direct.
The volatility seen in August has been simultaneously worrying and interesting for anybody involved in the investment industry, particularly active fund managers.
The passive versus active debate often feels as outdated as talking up old boy band rivalries, still as long as markets are heading in One Direction the New Kids On The Block will continue kicking up a fuss.
Active investment can maximise returns and provide downside protection argues Skagens Hilde Jenssen.
The average active UK growth fund has beaten every single FTSE 100 or FTSE All Share tracker over one‚ three‚ five and 10 years‚ according to research by FE Trustnet.
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.
RLAM's new move into passive equity management is nothing of the sort having run quants strategies for more than a decade.
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.
Close Asset Management has launched two new styles of fund that sit within its Discretionary Funds range.
Can mid caps sustain their momentum during a more defensive point in the market?