Passive Investing
Cost effective passive investment funds providing diversified exposure to global markets.
- The information on this page is only suitable for financial professionals.
- Past performance is no indication of future returns and investors could get back less than they pay in.
- There’s no guarantee that models or funds will meet their objectives.
- The value of investments can go down as well as up.
What is passive investing?
When we talk about passive investing in our solutions, we’re talking about multi-asset investment solutions built from predominantly passively managed funds.
The passive funds we use are designed to replicate the returns of the index we use as a benchmark for each asset class. While investors in passive funds will not outperform the index, they are also unlikely to materially underperform.
Due diligence that’s anything but passive
In a rigorous process incorporating both quantitative and qualitative evaluation, we aim to select passive funds that closely track market indices at a competitive cost, with limited counterparty risk and the potential to provide market returns over the long term.
Our passive funds look beyond cost
Choosing the right approach to passive investing requires careful consideration. Our passive Managed Portfolio Service looks beyond simply cost, to factor in fund tracking error, stock lending policies, replication methods, derivatives usage and more.
Why choose passive investment?
Safety - by following a passive investment strategy we aim to track benchmark returns, meaning less risk of underperformance. Freedom and flexibility - our cost-effective range of passive solutions are tailored to client objectives, risk tolerance and specific ESG requirements. Expertise - our detailed driven investment team undertake extensive quantitative and qualitative research and monitor solutions daily. Diversification - while the funds are passively managed, our fund selection process is anything but.
Our range of passive solutions
We offer a range of discretionary managed multi asset passive funds across both tactical and strategic asset allocation styles. Some entirely passive, some blended. So you can find the right solution for your client’s objectives.
PIM Strategic Passive
Our passive, risk centric investment solution with due diligence that’s anything but.
PIM Strategic Passive
PIM Tactical Passive
Our Tactical Passive solution takes a dynamic approach to asset allocation, supporting advisers who want to capture potential investment upside for their clients, or act to give them downside protection, whilst also keeping costs as low as possible.
PIM Tactical Passive
DT Passive
A passive risk-focused investment solution for advisers who’ve integrated Dynamic Planner into their business.
DT PassivePIM Strategic Conviction
Our dynamic blended solution puts the active/passive decision-making in the capable hands of our investment team, so you only pay for active management when it’s expected to add the most value.
PIM Strategic Conviction
PIM Strategic Passive ESG
Our passive, ESG focused risk centric investment solution with due diligence that’s anything but. For the cost conscious, values driven investor.
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Passive investing is a great way for clients to access global investment market returns at a low cost
Harry Garrett
Head of Investment
