Staying active - Kepler Trust Intelligence

UPDATE: 15 JUNE 2022

For investors looking for core exposure in uncertain markets, Kepler Intelligence analyst David Johnson presents several alternatives to passive investments.

As Johnson writes, Alliance Trust (ATST) offers retail investors access to a select group of skilled investment managers under the management of the Willis Towers Watson (WTW) team, offering investors a truly diversified ‘core’ allocation (with 189 stocks currently), while carrying no greater style risk than the wider global equity benchmark.

“Where ATST does differ from the MSCI ACWI is that it has a far smaller weighting to the mega-cap stocks that make up so much of its benchmark, a reflection of WTW’s intention to be exposed to the best ideas of the delegated managers rather than merely hugging ATST’s benchmark,” Johnson writes.