by Steven | May 1, 2020 | Translation - Taiwan
被動型投資的持續增長已經並不是什麼秘密了 – 並且這種全球趨勢在世界許多地方幾乎沒有表現出減緩的跡象。從更昂貴,更主動的策略到成本更低的被動策略(和智能beta)組合的這種轉變是資產管理業務收入增長的主要障礙,並且在資產所有者和零售中介機構一直希望降低全部策略的總費用的同時加劇了這種情況。仿佛需要這種趨勢作為証據一般,ETF行業驕傲地一路高歌猛進著在2019年底實現了(也許是暫時的)6萬億美元的資產管理規模裡程碑。...
by Steven | May 1, 2020 | Translation - Italian
Gli investimenti in gestioni passive sono in forte aumento, un fenomeno globale che in molte parti del mondo ha mostrato un piccolo segno di stabilizzazione. Lo spostamento da strategie più costose attive a strategie meno costose passive (incluse le Smart Beta) è il...
by Steven | Apr 23, 2020 | Perspectives
It’s no secret that passive investments have been on the rise – a global phenomenon that in many parts of the world has shown little sign of plateauing. This shift in mix from more expensive, active strategies to lower cost passive (and smart beta) is the main...
by Steven | Apr 19, 2020 | Trialogue
It feels like very old news to even mention the Royal Commission now, but if I can ask you to cast your mind back just 6 months, you might recall that many (including us) were watching the precipitous decline of the aligned advice model and predicting it would decline...