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Active vs Passive: The decision is not binary

The passive market has grown exponentially over the past decade and, in recent years, many investment columns have been devoted to the so-called ‘active versus passive’ debate

By Alex Baily, Portfolio Director

Those in favour of actively managed funds highlight that fund managers can take advantage of investment opportunities as they arise, in addition to those created by market volatility. In contrast, they claim passive funds have little flexibility to ‘swim against the tide’ and therefore guarantee underperformance (after fees).

The passive cohort, however, highlight the reams of academic studies that show a large portion of active managers underperform the market and there is the perennial question of fees.

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FCA continues closed-book investigations into five providers

The FCA is continuing its investigations over how five pension providers are treating their closed-book customers. In an update this morning, the regulator said that while it had closed its investigations into Police Mutual, it still had Scottish Widows, Prudential, Old Mutual, Abbey Life and Countrywide Assured under its spotlight. The six providers were referred […]


Scottish Widows calls for workplace pensions exemption for data protection rules

The workplace pensions sector should be given exemptions from tough new data protection rules to enable providers and trustees to continue to run engagement programmes designed to improve retirement outcomes says Scottish Widows. Widows argues that the new General Data Protection Regulation, which takes effect from 25 May 2018, will severely restrict providers from being […]

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Dennis Hall: Don’t let unconscious bias hurt your advice

I have largely stayed off Twitter this year, only occasionally dropping in to see what is happening. On recent visits, I have been taken aback by some of the terse exchanges between various factions of the advice community. It seems to me that, instead of expanding the range of knowledge and individual viewpoints, the internet (and […]

Lessons to be learnt

DFM masterclass: markets, strategy and asset allocation

Watch Nick Georgiadis, Head of DFM, discuss asset allocation and investment strategy on Asset TV’s DFM masterclass. In this masterclass on discretionary fund management, a panel of industry experts discuss their views on the current market, inflation figures, investment strategies, asset allocation and what they will be focusing on when managing portfolios over the next […]


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