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
Active Investing
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Rob Thorpe: What does the industry mean by ‘consistently’?
Distribution Alpha’s founder Rob Thorpe questions the focus of passive providers on ‘consistently’ in active management
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Fund manager shakes up multi-asset strategy
As it moves range towards a 70/30 split in favour of active over passive
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Why active vs passive is the wrong debate
Approaches to management aren’t ‘black and white, but involve shades of grey’
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Taking an active approach during periods of uncertainty
Industry views diverge on how investors can best shield themselves from market volatility
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Active manager responds to challenge that he can’t outperform
Jupiter’s David Lewis answers the critics, and explains the economic signals for 2020
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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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Passive US equity funds outperform actives
Cheapest US equity funds have produced better returns compared to pricier active peers, according to Morningstar
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Advisers ditch plans to shrink active allocations
Global 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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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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Advisers resist upping passive exposure
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.
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Mifid II to boost Europe’s passive funds over active funds
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.