passive investment
Why ESG has a branding problem
For too long, ESG has been talked about as if it were something outside our main investment process. Jonathan Stapleton says this must change.
Institutional investors concerned about passive investment market risk
Two thirds (62%) of institutional investors believe the popularity of passive investing has increased systematic risk, research by Natixis Investment Managers finds.
Brunel transitions first £6bn of assets to LGIM
The Brunel Pension Partnership has transitioned £6bn of local government pension scheme (LGPS) assets to Legal & General Investment Management (LGIM).
Why schemes are flocking to passive funds
Research finds passive funds are to increase in usage by 6% per annum at least until the end of the decade. James Phillips explores the reasons behind the increasing shift
More active managers outperformed in 2017 amid low volatility
After a disappointing 2016, last year proved to be a better year for active managers with 44% beating their benchmarks. Stephanie Baxter reports
Spotlight shines on active funds as 72% failed to outperform in 2016
Last year posed huge challenges for active investment as markets were driven by politics rather than economics. Stephanie Baxter looks at research showing a large fall in managers beating the benchmark
Time for change on fees
An LCP report shows current fund charging strategies do not serve schemes well. Helen Morrissey looks at the issue
Are master trusts too focused on keeping costs down?
A DCIF report raises concerns about lack of investment choice in master trusts and difficulties in distinguishing between providers. Michael Klimes explores the details
Active management back on the agenda as investors face bumpy 2017
Investors will eye up active and alternative strategies next year to help them cope with market volatility arising from economic and political forces, according to research.
FCA's Bailey: Fund fee caps would not effectively drive competition
Proposes all-in fee on funds
Is there a winning formula to get value for money?
There has long been a debate about which investment strategy, whether active or passive, delivers the best value for money. Michael Klimes looks at how trustees can find the best strategy
Godfrey: We must do more to explain merits of active management
The pensions and investment industry needs to be much more explicit about the objectives of active management, according to former Investment Association (IA) head Daniel Godfrey.
How trustees can find good active fund managers
In these challenging economic times it is essential to have skilled active fund managers but they are tricky to identify. Michael Klimes looks at how to find them.
LGPS Frameworks launches passive manager tender
A tender has been opened to find passive fund managers for the Local Government Pension Scheme (LGPS) at affordable levels.
Welsh Funds choose BlackRock to manage £2.8bn of passive funds
BlackRock has been chosen to run nearly £2.8bn of passive assets by the eight Local Government Pension Schemes (LGPS) known collectively as the Welsh Funds.
FCA warns of asset manager failings on closet trackers
The UK watchdog has discovered problems with how some asset managers market their funds after finding several actively managed products that in reality closely track benchmarks.
Majority of active equity managers face extinction
Despite a decade of fierce debate over fees, many active equity managers in the UK have remained impervious to the global rise of passives. However, a growing bank of parlous historical data and changes in smart passive design may yet precipitate a great extinction according to Nick Samuels.
Seeking value for money - The benefits of exchange traded products
Rima Haddad looks at how exchange traded products can fit into a scheme portfolio.
BT Pension Scheme pulls £8.4bn bond mandate from Hermes
BT Pension Scheme (BTPS) has pulled its inflation-linked bond mandate from Hermes Investment Management, cutting assets under management (AUM) at the business - which it still owns - by more than a quarter.
Seven LGPS funds appoint LGIM to manage £6.5bn pooled investments
Legal and General Investment Management (LGIM) has been chosen to manage £6.5bn of passive pooled investments for seven local government pension schemes (LGPS) known as the "Shires".
Why we're all failing pension savers
Short termism is short changing tomorrow's pensioners
Three quarters of active equity managers beaten by passives
Most active funds have underperformed their passive benchmarks over the last ten years, according to S&P Dow Jones Indices.
