Active Investing
Macro Views | 19 Jul 17
ANALYSIS: Time for active funds to adapt or die
The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.
Investment | 10 Jul 17
Majority of active funds not ‘closet trackers’, says report
A clear majority of UK active equity funds are not closet trackers and should not be tarred with that brush by the regulator, new analysis of the UK fund market suggests.
Investment | 26 Jun 17
Political uncertainty boosts case for active over passive funds
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.
Over half of active funds in the UK close within 10 years
Fewer than half of all UK equity funds manage to survive longer than 10 years, according to the latest research from ratings agency S&P.
Multi Asset | 6 Feb 17
Global unconstrained fund managers best, says UBS WM’s Lecher
Stefan Lecher, the new head of client portfolio management for Asia-Pacific at UBS Wealth Management in Hong Kong, said unconstrained managers have the best chance to excel.