ETFs

RSS

  • Toy bricks

    Posted in:

    When do ETFs have a part to play in portfolios?

    Exchange-traded funds (ETFs) have been around for over 20 years now and are deemed a worthy competitor to the more traditional mutual funds. There are roughly 4,500 ETFs globally, totalling $2,871 billion in assets.1 Investors choose ETFs because they are looking for diversified market exposure. These investors are not looking to place a bet on […]

    Read more

  • Paragliding

    Posted in:

    Managing portfolio risk

    Risk factors Many traditional asset allocation strategies seek to manage the overall portfolio volatility by investing in various asset classes. These asset classes have low dependency on one another and tend not to move in the same direction at the same time. However, the correlations between different asset classes are actually less stable than many […]

    Read more

  • Scales

    Posted in:

    Low cost mutual funds or robo advice?

    Investors everywhere are waking up to the idea that low-cost really is best when it comes to investing, provided you are still getting strong performance. There is no point in achieving 3% per year if you pay 2% in fees, reducing that fee level has a very real impact on your wealth. Even when you […]

    Read more

  • Posted in:

    Debunking the myths behind the robo advisors

    The American architect, R Buckminster Fuller, famously said “You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.” This is what the 2016 robo advisor is starting to do. The asset management landscape is constantly evolving; there have been some game-changing developments in recent years. The industry […]

    Read more

  • Big wave

    Posted in:

    Has active management grown too big?

    The asset management industry is vast. With active and passive managers, individuals are constantly on the hunt for the best returns. Many would assume that the best returns come from the active managers as teams aim to beat the market. But some are now saying that the active industry has grown too large to consistently […]

    Read more

  • App

    Posted in:

    The UK’s first wealth management app

    MoneyFarm are the first wealth manager in the UK to launch an app. Investors are able to use the service on iOS with sums from as little as £1. The MoneyFarm app offers investors a smart way to take control of their investments on the go, cut unnecessary banking charges and take advantage of a […]

    Read more

  • Posted in:

    The rise of ETFs

    A quick search of exchange traded funds (ETFs) will return numerous headlines about how they have grown bigger than hedge funds, how they are smashing records and are completely revolutionising the wealth management industry. But what are ETFs and why are they on the rise? According to the Financial Times an ETF combines the key […]

    Read more