Ebi launches passive ESG MPS range
The 11 new impact portfolios ‘seek to generate positive, measurable, and sustainable social and environmental change, alongside a financial return’
passive funds
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Square Mile: The fund trends driving 2024
The dominance of passive funds shows no signs of stopping, nor do the outflows from UK funds, according to Diane Earnshaw
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Morningstar: ESG funds are cheaper than conventional strategies
Funds that converted to ESG strategies lowered their costs by 20 basis points on average
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Asset managers report elevated gross retail sales in first quarter
Passive funds were the most popular purchase, accounting for 74% of sales over the period
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SJP: The five areas ultra-high-net-worth investors are allocating
Iain McLeod examines the key trends driving the world’s wealthiest investors’ portfolios
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Generation Next with SJP’s Jenny Chae: An eye on the future
St James’s Place portfolio strategies manager shares what led her to a career in the investment sector
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HSBC: We need to re-examine the active vs passive debate
Active funds may have lost some of their shine, but a blended portfolio is essential to any investor, writes Sefian Kasem
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Tyndall’s Wintle: The hidden dangers of passive investing
Tracker funds are seen as the low-risk route to investing, but Felix Wintle says this assumption may need a re-think
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LSEG report: Most active funds are underperforming their benchmarks
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
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Morningstar: Active managers find value in fixed income but passives still favoured
According to Morningstar’s latest Active/Passive Barometer report
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IA: Funds achieve net inflows of £1.1bn in November as monetary outlook brightens
A potential end to interest rate hikes injected optimism back into UK investors, who favoured passive funds over their active counterparts
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AJ Bell: 36% of active funds outperform passive in 2023
Funds that outperform hold lower average fee than underperformers, according to the platform
