Apply in-house ESG methodologies for superior returns
Low correlation between ESG ratings complicates their use for investment decisions
Performance
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Half of active equity fund managers outperformed in H1 2020
They beat out their rivals with roughly 70% average outperformance
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Will the crisis push active managers to innovate fee models?
A paradigm shift to sustainable long-term and performance-based fee structures could lie ahead
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One China fund delivers as markets collapse
Under half of Greater China funds outperformed MSCI China Index with only one positive year-to-date
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Demand for insights on impact performance surges
92% of investors seek better understanding of their impact, study says
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Communications essential when performance lags
Institutional investors want regular contact with fund managers when market events impact performance
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Rating the ratings agencies
Many investors rely on fund rating systems to guide decisions. But are rating systems an effective way to gauge future performance and which is better – quantitative or qualitative analysis?
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Performance-linked fees work best for fixed income funds
Fidelity International’s move to change its charging structure to a performance-linked fee has been welcomed but is seen as a risky move which may not be sustainable, according to fund selectors around Europe.
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Year in review: The UK
In an environment of protracted Brexit negotiations, continued political uncertainty and weaker economic growth, investors generally lost faith in UK equities in 2017 with many migrating to global and absolute return funds.
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Fund buyers back 2017’s best asset class
The best performing asset class of the past year will continue to shine in 2018. That’s the fund buyer consensus.
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Pimco Income needs “big new idea” to continue outperformance
The Pimco Income Fund has been in unprecedented demand with investors this year. We spoke to investors in the fund to find out why, and assess whether the fund is likely to continue its outperformance.
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Will performance-based fees work?
Fund selectors applaud the “courageous” step by Fidelity to introduce performance-related management fees across all its funds by next year. But will the move really improve long-term performance after fees, and is the new model sustainable with most active funds failing to beat their benchmark?