Passive funds have performed strongly in recent years, benefitting from relatively low volatility and more accommodative monetary policy in most developed economies, says David Macdonald, VAM Funds’sales and marketing director.
Record inflows in May powered total assets invested in exchange trade funds (ETFs) around the world across the $4trn mark. And Europe is picking up the pace.
WisdomTree has united with Bloomberg Barclays to launch SHAG, an exchange-traded fund (ETF) targeting short-duration US fixed income.
The use of index trackers by professional investors has skyrocketed in recent years. Investors have been attracted by the easy access to ETFs, their transparency and of course their low fees. But what do they exactly use ETFs for? Greenwich Associates asked 132 institutional investors the question.
The hype around passive products has never been more intense, but Brooks Macdonald Asset Management’s Jon Gumpel warns that there could be danger ahead for passive investors.
There are very few ETF providers capable of tracking bond markets in a quality way, according to State Street Global Advisors.
Passive funds charging investors over the odds have fallen under the radar as the debate over active fees has raged, according to Morningstar’s Jonathan Miller.
HSBC Global Asset Management is the latest exchange-traded fund (ETF) provider to join the ETF Forum, an industry body tasked with educating UK financial advisers about the passive investment products.
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.
As passive investing continues to gain ground world-wide, Japan remains the heavyweight investor in Asia.
Assets held in passive investments will represent more than 50% of the US market in four to seven years’ time, with the growth rate in Asia expected to increase, according to a Moody’s report.
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
