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Almost 80 per cent of investment newcomers seek financial advice
Intensifying competition has prompted aggressive price reductions
Recovering US economy brings chance to beat passive rivals by identifying winners
Blow for investors as popular ‘minimum volatility’ funds stumble
Investment consultant’s advice comes as research signals rise of passive in Europe is slowing down
Industry makes fastest ever start to a year after attracting $139.5bn in February
Cryptocurrency craving is also strong amid surge in bitcoin fund assets
Only 49% published a policy compared to 69% of companies in the S&P 500
Investors should read communications and check their holdings regularly, industry figures say
Academics say narrower thematic or style approaches should be subject to regulatory scrutiny
The primary causes of this market dysfunction are the prevalence of passive investing and leverage
Venture to focus on ESG products as rise of passive investing drives indexing boom
Only 13% of emerging market bonds are included in flagship indices tracked by ETFs
Titans’ vast size raises questions about their influence over whole industries.
The two largest asset managers had heavy exposure to blacklisted Chinese companies
A vast portfolio rebalancing is being triggered by the still hazy US sanctions
Fund management industry bets on new products that allow customisation but also broad market exposure
Some critics of passive investing now admit it is more resilient than they thought
Data for first 11 months of year show Nasdaq 100 and ESG funds were main attraction
Complex transitions mean managers have to think every single detail through
Analysis highlights potential mismatch between investor expectations of green funds and reality
Valérie Baudson assembled the French group’s passive unit from scratch — but can it compete with BlackRock?
The nine iShares will switch to new Morningstar indices that will go live in January
Deutsche Börse has announced similar requirements for new entrants to the Dax index
MSCI has announced it will follow Nasdaq, FTSE Russell and S&P on exclusions from indices
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