Theirs was a short but eventful life. Born around 2010 or so, the likes of Betterment, FutureAdvisor, SigFig, Nutmeg in the UK and many others now too numerous to mention promised to disrupt the cosy world of investment advice by offering their millennial target audience a new way of managing their money on line. […]
Yesterday’s news that the FCA found strategy descriptions lacking in a handful of closet tracker funds is hardly a great surprise. Few managers would admit they charge full-on active rates for doing very little real work.
We’re all for highlighting the closet tracker issue, but have we all missed a trick here? […]
London, February 18th 2016 – Equiniti Financial Services has signed an agreement with ITI Data Vision to license its etfHound digital investment solution for its Selftrade investment trading platform. ITI Data Vision is part of the ITI Group and a specialist in data visualisation tools which transform the investment process, and etfHound will enable Selftrade customers to switch from mutual fund investment into highly correlated Exchange Traded Funds (ETFs). […]
London, November 30th 2015 – ITI Data Vision, part of the ITI Group and a specialist in data visualisation tools which transform the investment process, and Equiniti Selftrade, the leading investment trading platform, have signed Heads of Terms whereby Selftrade clients will be able to use ITI Data Vision’s etfHound platform to switch between mutual funds and highly correlated Exchange Traded Funds (ETFs). […]
On February 1st 2015 an academic paper titled Indexing and Active Fund Management: International Evidence was published by four respected professors at universities based both in Europe and the United States. While this paper slipped quietly into the world of academia, as is usually the case with this type of publication, their conclusions have the potential to shake the mutual fund industry to its very core. […]