Square Mile adds fourteen trackers to ‘recommended’ list
Fourteen trackers that aim to replicate key equity and bond markets have been awarded a “recommended” status by Square Mile Investment Consulting and Research.
Passives
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AJ Bell unveils holdings for multi-asset launches
AJ Bell’s first fund launch, a range of five diversified multi-asset funds that are risk-rated from cautious to adventurous, will start trading on 18 April 2017.
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Wealth Manager Profile: WH Ireland’s Roderick Buchanan
WH Ireland wealth management head Roderick Buchanan talks about overhauling the business, embracing the digital age and why a ‘sensible’ investment style is best for clients.
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PA ANALYSIS: The price ain’t right as investors focus on fees but forget valuations
Getting value for money is the topic dominating the funds industry today, but on two different fronts.
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TMI’s Herberts: ‘Right time’ to add active risk
Thomas Miller Investment’s Andrew Herberts has reduced his exposure to passive funds, arguing that now is the right time for UK active managers to prove their worth.
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IBOSS slashes active holdings; brings down OCFs
Boutique multi-manager IBOSS AM has dramatically cut its portfolios’ exposure to active managers, reducing its OCFs in the process.
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Brewin Dolphin launches passives MPS with a difference
Brewin Dolphin is extending its managed portfolio service with five risk-rated passive models, billed as Passive ‘Plus’ because they can, in some asset classes, also invest in active funds.
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AJ Bell enters funds space with multi-asset range
AJ Bell is ramping up its investment presence with the launch of a range of multi-asset funds investing in passives, with further active-led strategies planned for later in the year.
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Tilney targets advisers with ‘smart beta’ range
Tilney for Intermediaries is planning the launch a new range of ‘risk graded, low cost multi-asset funds’. In the first quarter of 2017.