Blending active and passive funds controls cost, adds value - Trevor Greetham

Third of three video interviews with RLAM's head of multi-asset

Victoria McKeever
clock • 2 min read

The desire to keep costs as low as possible has led to both active and passive investments being used in the construction of Royal London's six-strong Global Multi-Asset Portfolio range, says the group's head of multi-asset Trevor Greetham in this video interview.

Talking to Professional Adviser editor Julian Marr in the above video, Greetham says the portfolios' passive exposure is predominantly in equities and commodities investments whereas fixed income and commercial property are better accessed through active strategies. "Having a disciplined process that allows you to avoid some of the blow-ups that can happen with fixed income is important," he explains. "For its part, commercial property is a very diversifying, very interesting asset class that you cannot invest in passively. "So we have a blended approach that means the ongoing charges...

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 Managed solutions

Reliance on others: The key to reducing risk and improving compliance

Reliance on others: The key to reducing risk and improving compliance

Key differences between reliance on others and agent as client

Nick Walker
clock 01 August 2024 • 3 min read
The top recommended MPS investments so far this year

The top recommended MPS investments so far this year

Defaqto data shows change in the top ten

Jen Frost
clock 23 July 2024 • 2 min read
Consumer Duty has not pushed advisers away from model portfolios

Consumer Duty has not pushed advisers away from model portfolios

‘I was using MPS before Consumer Duty was introduced’

Isabel Baxter
clock 17 July 2024 • 1 min read