Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Monika Calay was previously director of passive strategies research
Only 35% of active funds beat their benchmark over the past 12 months, and ESG portfolios were even worse off
Distribution Alpha’s founder Rob Thorpe questions the focus of passive providers on ‘consistently’ in active management
As it moves range towards a 70/30 split in favour of active over passive
Approaches to management aren’t ‘black and white, but involve shades of grey’
Industry views diverge on how investors can best shield themselves from market volatility
Jupiter’s David Lewis answers the critics, and explains the economic signals for 2020
Passive funds will survive and generate a return in excess of their average active peers
Cheapest US equity funds have produced better returns compared to pricier active peers, according to Morningstar
Global financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.
The active versus passive debate could be history by 2025, according to Blackrock’s Joe Parkin.
Active funds remain advisers’ top product of choice when building portfolios after research found more than half invested less than 20% of client money into passive funds.