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Chris Bailey, Raymond James
From Asset Allocation / ETFs April 20, 2017

Is it time to move on from active management?

Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day

Tom Rampulla, Vanguard
From Asset Allocation / ETFs March 28, 2017

Vanguard passionate about driving down costs in asset management

Vanguard’s low cost approach is of huge benefit to its customers, insists Thomas Rampulla, managing director of the firm’s Financial Advisor Services division, claiming active managers would be wise to follow suit

Bryon Lake, Invesco
From Asset Allocation / ETFs February 21, 2017

Wealth managers take small steps towards smart beta

The use of ETFs following smart beta strategies is clearly on the rise, but a number of wealth managers remain sceptical as to just how suitable they are for private client portfolios

Jim McCaughan, Principal Global Investors
From Asset Allocation / ETFs January 11, 2017

Financial crisis turning point in investment approach

Conventional investing, which failed in 2008 and its aftermath, has been replaced by the rise of passive vehicles and multi-asset strategies

Gemma Godfrey, Moola
From Asset Allocation / ETFs November 4, 2016

Customer experience must be central to banks’ online offerings

The digital revolution has created new, higher standards that customers now expect as the norm in all areas of their lives. But in too many cases the investment industry is struggling to match expectations

Gordon Moore, Intel
From Asset Allocation / ETFs May 17, 2016

Wealth managers seek new ways of delivering investment value

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

Manuela Sperandeo, iShares
From Asset Allocation / ETFs April 19, 2016

Is smart beta really such a clever idea?

Smart beta is taking off, with assets flowing into products following these strategies and ever-more providers entering the arena. But should private investors steer clear? 

Manuela Sperandeo, iShares
From Asset Allocation / ETFs January 28, 2016

Technology fundamental to the rise of smart beta strategies

Technology has proved to be a driving force behind the rise of smart beta, both in terms of developing the strategies themselves and in distributing the products that put them to use

Bill Vasilieff, Novia
From Asset Allocation / ETFs November 27, 2015

Education essential for ETFs to enter the mainstream

ETFs may be ideally suited to retail investors’ needs, but many financial advisers don’t fully understand them

Kenneth Lamont, Morningstar
From Asset Allocation / ETFs November 10, 2015

Large-cap ETFs booming with European equities back in fashion

The European large-cap equity exchange traded funds sector has benefitted from the return to favour of European equities, while iShares continues to dominate the European ETF market

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From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios

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