Performance: How often do ETFs outperform Active Fund Managers?
We take a look at the recent SPIVA AUS/US 2014 scorecard on Active Managers vs their relevant benchmark indices. The results show that only 1 in 4-5 managers outperform their benchmark index. This suggests there is a huge amount of money that is invested with managers, paying fees, when the client could simply look to ETFs as an alternative with lower costs, and possibly outperform. The other point it makes is outperformance is very difficult to achieve, and thus, good managers are worth paying for. Full note (VIEW LINK)
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Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core wealth management" for Wentworth's HNW clients, and are now openly available online through the website. Everything starts with the macro, and then we work back from there in terms of asset allocation and positioning for risk. We work with leading independent research providers and have a structured approach that has worked very well over time. Outside of the core portfolios, we look for opportunities in the small to mid-cap sectors of the market, where our experience can add value.
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Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core...
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Tom is a Founder and Head of Wealth Management. For the past 10 years, he has been running the Wentworth Model Portfolios, focusing on macroeconomics and tactical equity positioning. These portfolios were initially created as a solution for "core...
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