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