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13/07/2016
From active to passive management: IROs beware

How IR teams can limit loss of control due to the increase of passive funds on their register As an industry, asset management is in turmoil, caught in the middle of fundamental change driven by a few key factors: the advent of new technology, the rise of millennials, concerns over fees and performance, and the related shift from active to passive management. While the latter may seem one step removed from the work of IROs, in practice this is a seismic shift that has major consequences, particularly at the lower end of the market. A greater role for passive investment entails a loss of control for IROs, complicates fundraising and may delay IPOs.

How IR teams can limit loss of control due to the increase of passive funds on their register

As an industry, asset management is in turmoil, caught in the middle of fundamental change driven by a few key factors: the advent of new technology, the rise of millennials, concerns over fees and performance, and the related shift from active to passive management. While the latter may seem one step removed from the work of IROs, in practice this is a seismic shift that has major consequences, particularly at the lower end of the market. A greater role for passive investment entails a loss of control for IROs, complicates fundraising and may delay IPOs.

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