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...

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

Ten Schroders funds red flagged due to underperformance

Ten Schroders funds red flagged due to underperformance

Assessment of Value report shows

Linus Uhlig
clock 29 April 2025 • 3 min read
Did the bond market cause Trump's tariff U-turn?

Did the bond market cause Trump's tariff U-turn?

90-day pause on tariffs introduced on ‘Liberation Day’

Laith Khalaf
clock 24 April 2025 • 3 min read
RLAM implements Sustainability Focus label across £11bn portfolio range

RLAM implements Sustainability Focus label across £11bn portfolio range

Across a mix of funds and trusts

Cristian Angeloni
clock 23 April 2025 • 1 min read