As seen in BSD Investing year to date flows analysis, after years of lower interest, Smart Beta strategies have regained […]
What role for Smart Beta in portfolio construction?
Have investors favoured factor or sector strategies in this chaotic context? What is the place of smart beta in investors’ portfolios? Has the turbulent economic and financial context of 2022 called into question investors’ appetite for sustainable investing? What happened in August on the flows?
Jean Marie Catala and Arabelle Conte for AFG shared their view on the debate relying on BSD Investing research.
BSD Investing, the independent expert in active/passive fund allocation and L’Allocataire, the independent expert in asset allocation, offer semimonthly, a regular update with the latest news about portfolio construction to help investors enhance portfolio returns.
How to analyse what investors have done during this turbulent semester in 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 9 pandemic?
Marlene Hassine Konqui, CEO of BSD Investing questions SPIVA and Morningstar methodologies to compare active vs passive fund performances
What are the issues surrounding existing relative performance comparison calculations? What are the solutions to correct and improve the process? What is the contribution of this innovative approach and why the need to use it to build optimal portfolios?
What are the issues of existing active vs passive fund performance comparisons? What are the solutions? How to build optimal portfolios?
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