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
ESG
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Calastone: UK investors ditch home market for US equities at record rate
Net inflows to North American funds were higher over the last four months than in the previous nine years combined
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Mediolanum adds two funds to its ESG product range
Multi-manager funds listed as SFDR Article 9
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Head to head: On the bond wagon
Fatima Luis of Mirabaud Asset Management and Amanda Sillars of Jupiter Asset Management on how with skill, agility and timing, bonds can deliver
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UK investors pull £24.3bn from IA funds in 2023
UK equity strategies suffered £14bn net outflows over the year
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Calastone: UK investors pour £2.66bn into equities for February
ESG funds bring in £1.54bn across markets
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Amundi and EBI to launch SRI model portfolios
Exclusive: Five portfolios investing in passive funds from Amundi and Northern Trust
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Baroness Dambisa Moyo: Why traditional multi-asset portfolios may lose their shine
The economist and author discusses return opportunities and risk mitigation
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Calastone: January 2024 sees most bullish investor sentiment in almost three years
Investors added £2bn to equity funds in January in one of the best months on record, but Calastone warns that returning confidence ‘should be treated with caution’
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Global sustainable funds see first quarter of outflows
‘Chilling effect’ in the US and active management redemptions have pushed flows into negative territory, Morningstar reported
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EY: Appointments of women as UK financial service directors falls 28 percentage points in 2023
The UK has the lowest percentage of female appointments across major European markets
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Passives to be ‘significantly underrepresented’ in SDR labels
Morningstar analysis shows high number are not within the scope of FCA labelling regime