Bringing you live news and features since 2006 

Survey finds majority of pension fund managers see passive as a mature part of their portfolio

RELATED TOPICS​

A DWS-sponsored survey from CREATE-Research reports that 66 per cent of pension fund managers see passive investments as a mature part of their portfolio.

The survey found that there is a shift from market capitalisation-weighted indices towards smart beta, factor-based, ESG (environmental, social and governance) and other thematic strategies.
 
The survey, Passive Investing: reshaping the global investment landscape, conducted by consultants CREATE-Research, came from a survey of over 150 pension plans globally, responsible for approximately EUR2.9 trillion in assets under management.

The report also found that the average pension fund surveyed holds 32 per cent of its investments in passives products or solutions, in the form of either index funds, passive mandates or exchange-traded funds (ETFs).
 
Amongst passive investors, there is a shift from market capitalisation-weighted indices towards smart beta, factor-based, ESG (environmental, social and governance) and other thematic strategies.
 
Almost 50 per cent of pension funds plan to increase their passive ESG allocations by more than 5 per cent of assets under management and only 10 per cent of survey respondents expect passive investments to replace active, with the majority expecting both to co-exist in pension portfolios.
 
Thorsten Michalik, pictured, DWS’s Co-Head of Global Coverage Group and Regional Head of Asset Management, EMEA,  says: “Over the last decade we have seen a fundamental reshaping of asset management, with some strategies becoming standardised and made easily accessible at low cost, which means investors today have an unprecedented level of choice to help them meet their asset allocation goals. It is our job at DWS to facilitate that choice and provide market-leading products and solutions for our clients.”
 
 

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by