Passive Investing

Cost effective passive investment funds providing diversified exposure to global markets.

For financial professionals only
Please note:
  • 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.
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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.

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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.

Learn more about our process
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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.

Read our latest Due Diligence update
Image of Harry Garrett, Head of Investment at Parmenion

Passive investing is a great way for clients to access global investment market returns at a low cost

Harry Garrett
Head of Investment

Speak to us to find out more about our range of Passive Investing solutions.