Exploring passive funds in the value for money debate

Four areas to look at when researching passive funds

clock • 3 min read

Good outcomes require a robust approach to value for money assessments, write Jon Lycett and Olga Baron

The arguments for passive and active investing are well-rehearsed. Of course, it's not compulsory to pick a side – there are many (RSMR included) that see the benefits of both and appreciate the ways that active and passive investing can co-exist to achieve good outcomes for investors. Good outcomes require a robust approach to value for money assessments, if not by you then by your investment solution provider. Generally, these will include both quantitative and qualitative considerations. But does the use of passive funds make the task more straightforward? Not necessarily. Qualitat...

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 Investment

Wrestling with the idea of a new world order? Try European smaller companies

Wrestling with the idea of a new world order? Try European smaller companies

'Let me try to explain the case for calm'

David Walton
clock 16 March 2026 • 4 min read
Low-cost platforms spur one in three UK adults to invest

Low-cost platforms spur one in three UK adults to invest

Trading 212 the main beneficiary

Michael Nelson
clock 12 March 2026 • 2 min read
Understanding the investment appeal of the energy addition

Understanding the investment appeal of the energy addition

Positive change takes time

Tim Humphreys
clock 11 March 2026 • 4 min read