Investment Management
The secret to boosting US equity fund performance
Most active US equity funds struggle to outperform their benchmark but this year, the secret to has been surprisingly straightforward – the fund manager just had to hold two keys stocks.
Europe’s fund industry facing dispersal as Brexit looms
Whatever the outcome of the Brexit process now under way, the shape of the asset management industry in Europe is set to change substantially, a report by the CFA Institute has found.
Will 2017 be the year of the active manager?
Within the fund industry, 2017 was widely heralded as ‘a year for active managers’ after a long period when central bank policy and geopolitical concerns had driven asset prices. Click on the slides below to see whether, with more than half of the year gone, active managers across asset classes have been able to beat their benchmarks.
Retirement | 12 Jun 17
Fund industry profits shrink as higher costs and passives bite
Worldwide profits for traditional mutual fund groups fell by close to 3% in 2016, despite a solid rise in the value of assets under management, according to a report by McKinsey.
Vanguard to target retail investors in China
US mutual fund giant Vanguard has launched a wholly-owned operation in China to target the fast-growing retail investment market in the world’s second largest economy.