Part 1 of 2 – “We only invest passively in IG bonds”
Marcel de Kleer of Wealth Management Partners in the Netherlands has swapped all but one of his active bond funds for passive solutions, he tells EIE’s Tjibbe Hoekstra in a video interview.
Marcel de Kleer of Wealth Management Partners in the Netherlands has swapped all but one of his active bond funds for passive solutions, he tells EIE’s Tjibbe Hoekstra in a video interview.
Exchange-traded Funds make trading more expensive, because they reduce liquidity of the underlying stocks in the ETF. This doesn’t only compromise investors, who are confronted with higher costs, but also makes markets less efficient. These are the main conclusions of a study conducted by three scholars from the United States and Israel*, based on data…
ETFs and ETPs listed in Europe are gathering net new assets 13% faster than in previous years, according to research consultancy ETFGI.
In part two of this video interview, Schuller discusses the implications of the temporary nature of alpha opportunities for fund selection and portfolio construction.
In part two of this interview, Alexandre Théry of Auxense Gestion explains why he has a preference for focused funds, and why smart beta strategies are sometimes too clever for him.
In part two of the interview, Rishma Moennasing, an equity fund analyst at Rabobank in the Netherlands, tells how she deals with managers she thinks are not active enough.
Asian institutional investors plan to further raise exposure to passive products over the next year, according to a survey by Deutsche Asset & Wealth Management.
Low volatility and value are the most commonly used smart beta factor strategies among European investors. But decorrelation approaches which combine several factors with the aim of delivering more stable returns have the highest growth potential, according to a recent survey by the EDHEC Risk institute.
Deutsche Asset & Wealth Management has launched the first exchange-traded fund (ETF) on the European market to provide investors with exposure to China’s domestic sovereign bond market.
Distributors in Asia-Pacific are likely to use exchange-traded funds and other index-tracking products as core holdings when building model portfolios, according to Cerulli Associates.
Emerging market equities and factor investing are the two areas where European investors want to see more and different ETF products, according to a recent survey of 222 European investors by the EDHEC Risk Institute in France.
Index-tracking strategies have come of age in the past decade, with increasing numbers of portfolio managers using passive investments tactically.