Active, passive or hybrid?

FUND LABELS

clock

Deng Xiaoping once claimed that it didn't matter if a cat was black or white as long as it caught mice it was a good cat.

To some extent the debate about passive and active funds has descended into polemical rhetoric reminiscent of the struggles between communism and capitalism.  Opinions have become so entrenched that some advocates of one type refuse to consider using a member of the rival group. Moreover, the gap between the two groups is becoming harder to define as funds in both cohorts evolve to adjust to the new realities of the market place. Some active managers are cutting fees to compete with passive funds and some passive funds are not that passive. In a changing world the old labels are no longe...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: What You Should Know About Quant Investing

Partner Insight: What You Should Know About Quant Investing

Federated Hermes
clock 07 July 2025 • 4 min read
7IM's Ben Kumar: When behavioural biases are not all they seem

7IM's Ben Kumar: When behavioural biases are not all they seem

Investment identity more important

Ben Kumar
clock 02 July 2025 • 3 min read
Aegon AM launches UK-domiciled global income fund

Aegon AM launches UK-domiciled global income fund

In response to client demand

clock 27 June 2025 • 1 min read
Trustpilot