Mark Roomans, the head of Morningstar UK, has highlighted launching new 'strategic beta' indices and growing its discretionary fund management (DFM) business as key priorities for the group.
73% trail benchmark over 10 years
David Stevenson says it is time there are more products designed by advisers, for advisers.
Fidelity has kick-started the price war in the index market again this month, and I applaud it for doing so. After all, why should an investor pay double digits for exposure to developed indices?
Jason Hsu, co-founder of Research Affiliates, explores how investors can determine the most important performance and risk factors when putting together a portfolio, and ensure they have the most significance
Pan-European fund remains soft-closed
Graham Bentley argues fund managers are increasingly difficult to tell apart.
Parmenion Capital Partners will unveil a new product which will blend both active and passive investments according to market conditions.