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Only 49% published a policy compared to 69% of companies in the S&P 500
Investors should read communications and check their holdings regularly, industry figures say
Academics say narrower thematic or style approaches should be subject to regulatory scrutiny
The primary causes of this market dysfunction are the prevalence of passive investing and leverage
Venture to focus on ESG products as rise of passive investing drives indexing boom
Only 13% of emerging market bonds are included in flagship indices tracked by ETFs
Titans’ vast size raises questions about their influence over whole industries.
The two largest asset managers had heavy exposure to blacklisted Chinese companies
A vast portfolio rebalancing is being triggered by the still hazy US sanctions
Fund management industry bets on new products that allow customisation but also broad market exposure
Some critics of passive investing now admit it is more resilient than they thought
Data for first 11 months of year show Nasdaq 100 and ESG funds were main attraction
Complex transitions mean managers have to think every single detail through
Analysis highlights potential mismatch between investor expectations of green funds and reality
Valérie Baudson assembled the French group’s passive unit from scratch — but can it compete with BlackRock?
The nine iShares will switch to new Morningstar indices that will go live in January
Deutsche Börse has announced similar requirements for new entrants to the Dax index
MSCI has announced it will follow Nasdaq, FTSE Russell and S&P on exclusions from indices
The new structure allows managers to make trades that are invisible to the end investor
Industry is on course for peak year as Joe Biden’s victory and vaccine news lift sentiment
Many fear ‘kickback’ payments linked to actively managed funds will limit growth in region
Quartet of factor funds had just $300m in assets
German asset manager slashes charges on 21 products as it aims to make its index trackers more competitive
Report also recommends curbs on influence of State Street and Vanguard, the two other asset management behemoths
The $358bn manager is struggling to prove its worth following its 2017 merger — but would another deal help?