ALPHA vs. BETA (Round 3)

Passively-managed vehicles such as exchange-traded funds are increasingly featuring in investors’ portfolios, but there is a danger clients may be lulled into a false sense of security and strong asset allocation is still important for delivering returns, according to a white paper from Momentum Global Investment Management.   The report, issued in conjunction with the [...]

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Lessons for Wealth Management

Wealth management profitability is being squeezed on a number of fronts and the industry faces some of the pressures hitting the mass market for overseeing client money, according to Deloitte. Risk-shy investors, rising regulatory costs and growing demand for low-margin, passive fund vehicles has the asset management sector in a vice, requiring big changes on how [...]

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