AJ Bell unveils holdings for multi-asset launches
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.
Passive Investing
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Japan leads the region in passive equity investing
As passive investing continues to gain ground world-wide, Japan remains the heavyweight investor in Asia.
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Passive investments set to overtake actives by 2024, says Moody’s
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.
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ANALYSIS: Time to put an end to rip-off passive funds
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?
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It is time for active managers to leave benchmarks behind
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.
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Clients unaware of risk of passive investing, say UK advisers
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.
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Active management sector needs to shrink – Moody’s
The active management industry will have to shrink substantially, Moody’s Investor Services argues in a new report on the growth of passive investments.
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In China, passive outdoes active
Over the trailing three years, more passive China equity funds than actively-managed ones had returns of 20% or more, according to FE data.
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Survey: Hong Kong investors warm to ETF benefits
But Natixis GAM, which conducted the study, believes they may be over-estimating the passive products.
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Analysis: Risks of passive investing
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.
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Tilney launches smart beta-focused multi-asset range
Tilney BestInvest subsidiary, Tilney for Intermediaries, has launched a range of five risk-rated, multi-asset funds.
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AJ Bell to launch passive funds after buying investment firm
Platform provider AJ Bell is set to launch its own range of funds after agreeing to acquire a small London-based investment management business for an undisclosed sum.