A poll conducted by Expert Investor last year among more than 60 European fund selectors showed that active share is an important fund selection metric for more than 80% of them. However, very few fund houses regularly update investors about the active share of their funds. Should they be more open?
Category: Profile & Features
Improve your asset allocation decisions by applying behavioral finance
Professional managers of other people’s money, like regional banks, private banks, wealth managers, investment companies, (multi-) family offices, etc. are confronted with a situation that forces them to radically change to prevent being squeezed out of the market.
Why the dollar could head lower than you think
The performance of the dollar has been one of the mainstays of global markets over the course of the past 18 months – but things are likely to be more nuanced this year
The future is whatever you want it to be…
For 10 years until yesterday, we were Last Word Media. Today we are Last Word and will strive to be the last word and first source for you for the next decade and beyond.
Welcome to the new-look Expert Investor
This December marks the 10-year birthday for Last Word, the global publisher behind Expert Investor, and we have celebrated with a new bold design to better serve Last Word’s global communities.
Wealth managers underestimating HNWI
Wealth managers are significantly underestimating the propensity of ultra high net worth individuals to make use of automated advice services, the World Wealth Report 2015 shows.
Time to forget about ‘safe havens’?
The events of recent weeks could lead investors to draw a stark conclusion; there is no such thing as a ‘safe haven’ in investment terms any more.
A-share inclusion to erode EM equity differentiation
China is so dominant that when A-shares are eventually included in the MSCI Emerging Markets Index, the result could be a spate of very similar passive products.
The bumpy bond road
Benchmark 10-year bond yields in the Eurozone have more than doubled since the end of April, when they reached an all-time low. Are we now simply witnessing a correction after markets overshot in the wake of the ECB’s bond-buying programme, or is this the beginning of a serious bond bear market as deflation worries have started to fade?
Be smart – only pay fees for niche managers
As markets consistently adapt to new realities, alpha is always understood as only a temporary opportunity which converts into beta once it has been exploited, according to Schuller. The core of any portfolio should be formed by passive solutions such as smart beta, he says. “Only accept to pay fees for actively managed portfolios if […]
