Dear Reader,
The rapid rise of passive investing is one of the stand-out phenomena of this century. Detractors have long argued that it is largely underpinned by excess liquidity from central banks in the wake of the 2008 Global Financial Crisis. Once that drains away, as has happened conspicuously in the last two years, the wheels will come off the passive bandwagon.
Against this backdrop, we are pleased to present you the findings of the newly released Passive Investing Report 2023 “The future of passive investing after the bear market”. 148 pension plans have participated in the survey. They have provided practical insights into how passives have advanced into core portfolios and how they have fared in the bear market of 2022. The survey conducted by CREATE Research is sponsored by Xtrackers.
Previous studies
The Passive Investing Reports 2023 "The future of ESG after the bear market", 2022 "Impact investing 2.0" & "Net Zero: Going beyond the hype", 2021 "Rise of the social pillar of ESG", 2020 "Addressing climate change in investment portfolios", 2019 "The rise of stewardship" and 2018 "Reshaping the global investment landscape" can be downloaded here:
