Actively managed German funds underperform
But large performance differentials in regional equity benchmarks offered opportunities for top-down pan-European managers
But large performance differentials in regional equity benchmarks offered opportunities for top-down pan-European managers
H1 2021 was bullish and active funds generally struggled to keep up with their benchmarks, says S&P Global
‘We have no ambition to be a giant’ IM Global Partner’s chief executive tells Expert Investor
Investors behaving like fund managers by trading active funds opportunistically and ‘buying and holding’ index trackers
But some argue that limited leverage means less engagement on climate and green issues
Expert panel oversees annual selection of holdings
Research pits active managers against non-boutiques and passive indexing
A paradigm shift to sustainable long-term and performance-based fee structures could lie ahead
Managers will have to shrink core active offer as revenues fall warns Oliver Wyman/Morgan Stanley report
Europe ex-UK large cap active funds had highest success ratio over 16-year test period, according to research firm
Ucits ETF will offer European investors exposure to bonds supporting projects aligned to a low-carbon future
Smart beta offers a third option in the debate between active and passive funds, says First Trust’s Gregg Guerin