Gap between active and passive is blurring: study
Demand is growing for smart beta and actively-managed ETFs, according to survey of 300 firms by BBH
Active Management
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Active manager outperformance ‘plummeted in 2018’
Less than quarter of active equity funds beat benchmarks and just 16% of bond funds outperformed, according to Scope
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Active manager success rate worse than passive peers
It is more likely that passive funds will survive and generate a return in excess of their average active peers, according to Morningstar
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Passive US equity funds outperform actives
Cheapest US equity funds have produced better returns compared to pricier active peers, according to Morningstar
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Active ETF threat to mutual funds draws scepticism
Global active ETF assets under management currently total $90bn
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‘What are the fundamental needs of the end investor?’
Christian Pellis, global head of third-party distributors at Amundi, discusses the changing relationship between fund buyers and managers, and the idea that just ‘selling funds’ may not have much of a future.
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Active strategies overshadow passive for European investors
New Morningstar data shows that around 16% of European assets invested in funds were held in passive strategies in January 2018, much less than many had expected.
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Mirabaud launches unrestricted global credit fund
Mirabaud Asset Management has launched a fixed income Ucits that focuses on providing a diversified portfolio of global credit opportunities.
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Active equity fund flows spike in 2017 after negative 2016
European active equity funds saw a turnaround in net flows during 2017, enjoying a rise of €135.8bn in net new money to €62.7bn, after suffering an outflow of €73.1bn in 2016, according to Morningstar data.
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Blackrock: Active vs passive should be a thing of the past
The active versus passive debate could be history by 2025, according to Blackrock’s Joe Parkin.
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Navigating credit risk for better gains
We find inefficiencies in markets using a series of strategies that maximise returns for a given level of risk.
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Mifid II to boost Europe’s passive funds over active funds
Europe’s passive funds will be given a boost in 2018 at the expense of active funds thanks to Mifid II’s drive for transparency on costs, according to research firm Cerulli Associates.