Benefits of Segregated Mandates

The past few weeks have brought into sharp focus some of the benefits of managing money using segregated mandates for those that have the necessary scale. Alongside this is a need for oversight of governance not just the investment approach. And, research agencies...

Retail sales to passive funds

We’re often asked for data on retail sales to passive funds. The latest IA data show that in 2017, net retail sales to passive tracker funds were £9.2bn, which is 19.5% of total net retail sales.  NB: IA data does not include ETFs Source: IA About the Author...