Customisation: the new frontier of passive investing

Commentators often oversimplify investing to a binary choice between what they perceive as two competing alternatives: actives and passives. The commentators overlook the fact that choosing a standard index is really an active asset allocation decision. Also, the way an index is constructed ultimately drives the selection of securities and, in some cases, the countries or regions in which an indexed portfolio will invest.

However, the reality is far more nuanced, according to the 2022 annual DWS/CREATE-Research survey titled ‘Net zero: going beyond the hype’. It involved 50 large pension plans with €3.3 trillion of assets and based in seven key pension markets. Three themes stand out from the survey.

You can now read the full whitepaper at the link below

 

Supporting documents

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