Exploring passive funds in the value for money debate

Four areas to look at when researching passive funds

clock • 3 min read

Good outcomes require a robust approach to value for money assessments, write Jon Lycett and Olga Baron

The arguments for passive and active investing are well-rehearsed. Of course, it's not compulsory to pick a side – there are many (RSMR included) that see the benefits of both and appreciate the ways that active and passive investing can co-exist to achieve good outcomes for investors. Good outcomes require a robust approach to value for money assessments, if not by you then by your investment solution provider. Generally, these will include both quantitative and qualitative considerations. But does the use of passive funds make the task more straightforward? Not necessarily. Qualitat...

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