Passive investments are one of the drivers of the continuously changing market structure. With a focus on equities, we highlight the key implications of passive investing that investors need to be aware of.
To integrate the appropriate strategy into an existing portfolio, six steps are important in our view – which we describe in more detail in the following sections.
Liquid alternatives are a useful addition in the low interest rate
environment – we look at their classification and implementation in amulti-asset context.