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?
Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.
Around 60% of financial advisers in the UK have concerns that clients are unaware of the risks of passive investing which tracks a market-weighted index or portfolio, according to a new survey by Natixis Global Asset Management.
The active management industry will have to shrink substantially, Moody’s Investor Services argues in a new report on the growth of passive investments.
Over the trailing three years, more passive China equity funds than actively-managed ones had returns of 20% or more, according to FE data.
But Natixis GAM, which conducted the study, believes they may be over-estimating the passive products.
Among the ‘factions’ fighting for investors’ attention around the globe, passive investing has see extraordinary growth over recent years, says Graham Bentley, director of Marlborough International.
Tilney BestInvest subsidiary, Tilney for Intermediaries, has launched a range of five risk-rated, multi-asset funds.
