BSD Investing is a new and independent firm devoted to research on portfolio construction. It is the only company in Europe providing reliable data on active/passive allocation. BSD Investing has created a state-of-the-art interactive tool based on an innovative method and unique active/passive fund allocation recommendations to enhance portfolio performance. Discover more in our latest Expert Voice.

“Selecting the right active and passive funds is as important to portfolio performance as being in the right markets at the right time.”

Marlene Hassine Konqui – Associate Director General, BSD Investing

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Thanks to its independent research, BSD Investing is the first to provide value-added analysis with a clear recommendation on active/passive fund allocation.

Some environments are more conducive to outperformance for active or passive management styles. Our unique analysis & recommendations help to identify them, using more than 100 proprietary indicators. They are based on refined data from Morningstar on traditional, and ESG funds.

Our database is unique and allows us to offer optimal portfolio allocations. We have redefined 31 universes of funds that are both active and passive, on equity and fixed income asset classes. The funds are selected from more than 11000 European domiciled mutual funds with assets under management of EUR4 trillion.

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Our latest research on Active/ Passive fund allocation worldwide

% of active managers outperforming passive funds
Source: Morningstar and BSD Investing average data of all universes
All funds
ESG funds
All equity funds
All fixed income funds
Universe ranking

Active fund vs ETF in 2021: Who is the winner?

2021 shows mixed performances for active and passive management. Overall, the improvement in the performance of active management initiated since 2020 continues in 2021. Active management benefits from the flexibility to adapt to the post-health crisis context, oscillating between stress and hope of recovery on the equity markets and inflationary pressure and anticipation of a change in monetary policy on the bond markets. Passive management, for its part, was able to capture the phases of strong recoveries in a number of markets.

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