Morningstar: ‘Unstoppable rise’ of passive climate funds
Morningstar’s overview of the climate funds notes passives’ popularity and flows into fixed income and transition strategies
Passive Investing
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Morningstar appoints director of UK manager research
Monika Calay was previously director of passive strategies research
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IA fund universe suffers £2.7bn net outflows in February
All major asset classes suffered a second consecutive month of net withdrawals
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UK model portfolio sales outstrip overall fund sales
Tatton Investments ranks as best-selling model provider for the period
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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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RSMR make Passive Plus MPS range available to retail investors
The portfolios were previously only available to advisory and discretionary clients
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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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Paytm adds exchange-traded funds to platform
ETFs can be bought for as little as INR16
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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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SJP’s focus on carbon for passive range deemed ‘odd’
But excluding oil, autos, conventional power and airlines would lead to higher tracking error
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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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Portfolio management company launches passive platform in Mena
Firm will offer financial planning solutions and advice to investors