Piecing together the passive puzzle


January 2015

This paper was commissioned by FundsNetwork but the analysis is all lang cat. It takes on-platform passive investing outside into the fresh air and lets sunlight hit all those hard to reach spots. First up, it looks at Total Cost of Ownership (TCO) across passive funds and ETFs, followed by a discussion of how accessible certain passive funds are across platforms and then a sample of fund performance. Finally, we tackle some of the stumbling blocks that can complicate taking a passive approach to investing.


We’ve got a brand new web store, which is well exciting. Follow the instructions and you’ll create a lang cat account. Your purchases will be stored there for you to download any time.

IMPORTANT: Once you’ve created your account and checked out you’ll see a link to download your copy. It’s quite small so glasses on, yeah? You’ll also get your link by email, so don’t worry if you miss it. If you don’t get the confirmation email, check your Spam or Clutter folders.