Passive  

The Guide: Passive Investing

  • Gain an understanding of what is driving ETF popularity
  • Comprehend the different types of passive strategy
  • Grasp the importance of currency hedging in passive investments
CPD
Approx.50min
The Guide: Passive Investing

Introduction

By Nyree Stewart

A combination of macroeconomic uncertainty, an increased focus on fees and a plethora of new products and terms such as “smart beta” and “factor based” indexing has meant passive investing has seen a resurgence in recent times. But what should investors be aware of?

In this special report

CPD
Approx.50min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Passive investing has seen significant growth in recent years. But what does Charles Aram from Research Affiliates claim has been "central" to this growth?

  2. In his article Nizam Hamid suggests the recent rally in sterling means passive investors should consider what?

  3. Claire Perryman from SPDR ETFs highlights noteworthy trends in the passive space. Which one does she say "can offer lower correlations between the constituents of the strategy, higher return dispersion, and discrete exposures"?

  4. In his article Jason Broomer suggests that buyers of a conventional gilt index need only allocate how much to get the same level of interest rate risk as 10 years ago?

  5. ETF flows could be affected by the introduction of MiFID II writes Bryon Lake. What does he suggest it could lead to ETFs being used for more widely?

  6. According to Bryon Lake's article, ETF assets have done what in every single rolling five year period of the last 20 years?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Gain an understanding of what is driving ETF popularity
  • Comprehend the different types of passive strategy
  • Grasp the importance of currency hedging in passive investments

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