James Baxter of Tideway Investment Partners talks to Joanne Young about using ETFs to track developed markets and the need for more currency hedged products
How does Tideway Investment Partners use ETFs in its portfolios? We are a discretionary fund manager (DFM) and operate by way of managed accounts. Tideway acts on accounts hosted by other brokers and issues trading instructions around our model portfolios. We manage a range of model portfolios and clients invest through a managed account with a broker, giving us power of attorney to trade that account. We buy investments in line with our models and then keep them up-to-date over time in accordance with changes to our models. We currently have about 35% of our portfolios invested in E...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
