As part of a new initiative, FSA is talking to market participants about key trends that shape fund selection. This week, Jessica Jones, managing director and head of Asia at PGIM Investments, discusses the role of active management in ESG investment.
Tag: Active vs Passive
Thematic funds do not guarantee long-term performance – Morningstar
Only three out of four thematic funds survived in a 10-year period, according to Morningstar data.
Why an active-passive blend offers best of both worlds
BMO Global Asset Management continues to innovate by bringing to market one of the most cost-effective, open architecture, multi-asset funds in Hong Kong, reflecting the firm’s compelling mix of active and passive investment capabilities.
WMs prefer active funds for China exposure
In China’s inefficient equity market, active management is preferred to passive investing, according to wealth management sources.
Active managers of China funds struggle to beat indices
Less than half of managers of China equity funds outperform their indices over several time periods, FSA’s analysis shows.
SPIVA: Few of Japan’s active managers beat the index
Most Japan equity fund managers investing internationally have a hard time outperforming their indices over the long term, according to S&P Dow Jones Indices’ semi-annual SPIVA Japan report.
In most sectors, indices beat active funds over a decade
Do active funds on average beat the performance of a relevant index over the very long term? FSA finds that one sector stands alone.
How do China equity funds stand against ETFs?
FSA examines the performance of actively-managed Chinese equity funds versus China ETFs over one-, three- and ten-year periods.
Active managers under pressure to show value
There’s room for active asset management and personal financial advice, despite the growth of passive and robo-advisors, according to panelists at Fund Forum Asia 2017 in Hong Kong.
Study: In Asia, active funds disappoint
Active funds investing in the region have low returns relative to their benchmarks over multiple time periods, according to a Cerulli Associates report.