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Latest news on ACTIVE vs PASSIVE FUNDs
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Active vs passive fund : what did investors do in H1 2022?
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How to analyze what investors have done during this turbulent semester on the financial markets? Did they prefer active management or passive management? Is this a harbinger of a change in trend or just a temporary rebalancing after two years marked by the Covid 19 pandemic? Click here to discover the whole analysis.
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LATEST NEWS ON ASSET ALLOCATION
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Geopolitical Risks and Portfolio Construction: The Obvious mistakes
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A military invasion, a war by proxy, or a commercial war, how to build a bulletproof portfolio that can resist any risks of this kind? In this article, we draw the lessons from the past based on what happened when Trump’s administration decided to put custom taxes on every Chinese automotive product, we analyse if raw materials could still be considered a perfect hedge and investigate what can still be considered a safe haven. Globalization made it much more complex to construct a portfolio that could resist any geopolitical issues. Thereby an independent allocation using both ETFs but also active management on certain asset classes with a strong generation of alpha in bear market period could bring a high level of resilience to portfolios.
Click here to read the whole news. |
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NEW Listening to market voice
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Special focus: Seeking a fair performance comparison between active and passive funds: response to SPIVA & Morningstar with the SFAF
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In the SFAF newsletter on july 8th 2022, Marlene Hassine Konqui, ADG of BSD Investing and member of the SFAF ETF commission, questions SPIVA and Morningstar methodologies widely used to compare the performance of active and passive funds. In this article, she details the main biases in these studies.
Click here to access the whole article. |
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LATEST NEWS
BSD Investing research: Issues and solutions to build optimal portfolios
In this analysis, we discuss in detail the issues surrounding existing relative performance comparison calculations, explain the solutions that are needed to correct and improve the process, and demonstrate the contribution of this innovative approach and the need to use it to build optimal portfolios. Click here to access the news.
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LATEST NEWS
ETF / Active funds: between myths and reality
Under the banner of ETF products, a multitude of similar appearances have thus developed. Ahmed Khelifa, chairman of the SFAF ETF commission, takes stock of myths and realities, or what it is necessary to know to have an accurate view of the advantages and risks of each. Click here to view the full article
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VIDEO
Discover our latest webinar
Discover BSD investing & L’Allocataire latest macro & active vs passive fund 2022 outlook. Click here to view the video.
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Disclaimer
This website and all of its contents (analysis and research) is published by, and emains the copyright
of, BSD Finances or its licensors. The information contained within is for educational and informational
purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell
funds nor should it be viewed as a communication intended to persuade or incite you to buy or sell
funds. Any commentary provided is the opinion of the author and should not be considered a personalised
recommendation. The information contained within should not be a person’s sole basis for making an
investment decision. Please contact your financial professional before making an investment decision.
Should you undertake any such activity based on information contained on this website, you do so
entirely at your own risk and BSD Finances shall have no liability whatsoever for any loss, damage,
costs or expenses incurred or suffered by you as a result.
Care is taken to ensure that the information provided by BSD Finances is correct but it neither
warrants, represents nor guarantees the contents of the information, nor does it accept any
responsibility for errors, inaccuracies, omissions or any inconsistencies herein.
BSD Finances is a limited liability company registered in France with registered number 852 716 547
00017. Our registered office is at 8 rue de Moscou 75008 Paris. BSD Investing is part of BSD Finances.
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