Passives account for 10% of adviser platform assets - Platforum

Younger investors more likely to hold passives

Victoria McKeever
clock • 3 min read

Adviser platforms now hold a tenth of their assets in passive investments, with 9% in tracker funds but just 1% in exchange-traded funds (ETFs), research from Platforum has found.

In contrast, direct-to-consumer (D2C) platforms hold 8% of their assets in passives but with a higher proportion in ETFs - the split being 5% in tracker funds and 3% in ETFs. While few advisers (6%) had clients without any passives in their portfolios, Platforum said passives had not yet become the dominant type of fund. More than half of advisers invested a fifth (20%) or less of clients' portfolios in passives and fewer than one in seven advisers (15%) invested more than half of clients' portfolios in passives. Younger investors were also more likely to invest in passives, according...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Investment

Evelyn Partners launches Index MPS range into IFA market

Evelyn Partners launches Index MPS range into IFA market

Five risk-rated portfolios to help cost-conscious investors

Jenna Brown
clock 20 May 2025 • 1 min read
Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

Partner Insight: Debt, deficits, and market resilience: Is your portfolio prepared?

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar situations. So, what does this deluge of debt mean for markets?

Orbis Investments
clock 19 May 2025 • 5 min read
Three Invesco funds fail to deliver value to investors

Three Invesco funds fail to deliver value to investors

Manager's annual assessment found some poor performance

clock 14 May 2025 • 2 min read