/Investments

Piecing together the passive puzzle

This paper takes on-platform passive investing outside into the fresh air and lets sunlight hit all those hard to reach spots.

January 2015

This paper was commissioned by FundsNetwork but the analysis is all lang cat. It takes on-platform passive investing outside into the fresh air and lets sunlight hit all those hard to reach spots. First up, it looks at Total Cost of Ownership (TCO) across passive funds and ETFs, followed by a discussion of how accessible certain passive funds are across platforms and then a sample of fund performance. Finally, we tackle some of the stumbling blocks that can complicate taking a passive approach to investing.

/ Additional reports

State of the advice nation

State of the Advice Nation is the UK’s best insight into the UK advice profession, taking a sentiment-led approach to data. Wave 6 is now available.

The meaning of value

The meaning of value

We’ve worked together with Royal London to understand what customers actually value.

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.