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img ๐Ÿค” Is Passive still the default choice for investing in US large Cap equity funds ?

๐Ÿค” Is Passive still the default choice for investing in US large Cap equity funds ?

So far in 2021 (from 31 Dec 20 to 12 Feb 21), the start of the year is very good […]

img ๐Ÿ˜‰The wink #1 : whatโ€™s gender equality looks like in the mutual fund industry ?

๐Ÿ˜‰The wink #1 : whatโ€™s gender equality looks like in the mutual fund industry ?

1. 16 dedicated funds Worldwide (Source Morningstar End of Feb 2021) with Assets under Management โ‚ฌ2.2bn +82% vs Feb 20202. […]

img ๐Ÿ‘€ News from the flow side #2 : What happened in January in Europe to sustainable funds ?

๐Ÿ‘€ News from the flow side #2 : What happened in January in Europe to sustainable funds ?

In January 2021, Sustainable mutual fund flows in Europe continued to be sustained as investor interest for green strategies was […]

img ๐Ÿ‘€ News from the flow side #1 : What happened in January in Europe?

๐Ÿ‘€ News from the flow side #1 : What happened in January in Europe?

In January 2021, mutual fund flows in Europe continue to be very sustained despite stocks markets’ pauses and bond prices […]

img ๐Ÿค” What if high fees and underperformance were not the main drivers of US active fund outflows?

๐Ÿค” What if high fees and underperformance were not the main drivers of US active fund outflows?

Academic research (Rabih Moussawi, Shen, Velthuis 2020) has revealed that tax efficiency is the main driver behind the migration in […]

img How is the Covid 19 crisis changing the debate of active vs passive investing?

How is the Covid 19 crisis changing the debate of active vs passive investing?

– Amid crisis, both investment styles have proven their resiliency. Active funds have confirmed their ability to better perform during […]

img ๐Ÿ‘€ Are you aware of the 2 biggest surprises concerning the impact of the Covid 19 crisis on the European mutual fund industry ?

๐Ÿ‘€ Are you aware of the 2 biggest surprises concerning the impact of the Covid 19 crisis on the European mutual fund industry ?

๐Ÿ. ๐’๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐Ÿ๐ฎ๐ง๐ ๐Ÿ๐ฅ๐จ๐ฐ๐ฌ ๐š๐›๐จ๐ฏ๐ž ๐ญ๐ก๐จ๐ฌ๐ž ๐จ๐Ÿ ๐ง๐จ๐ง-๐ฌ๐ฎ๐ฌ๐ญ๐š๐ข๐ง๐š๐›๐ฅ๐ž ๐Ÿ๐ฎ๐ง๐๐ฌIn the wake of the Covid 19 crisis, sustainable fund flows increased […]

img Impact of the Covid 2019 on the AM industry flows in 2020, a comparison of US vs Europe

Impact of the Covid 2019 on the AM industry flows in 2020, a comparison of US vs Europe

2020 passive fund flows were the winners in the US while active fund flows were the winners in Europe. In […]

img How the Covid 19 impacted the European Asset Management industry in 2020?

How the Covid 19 impacted the European Asset Management industry in 2020?

1. A positive impact on fund flows with an active biasMutual fund flows increased by 12% in 2020. The share […]

img ๐Ÿ‘‰ Do you know that 50% of European equity funds created less than 10 years ago outperformed passive funds?

๐Ÿ‘‰ Do you know that 50% of European equity funds created less than 10 years ago outperformed passive funds?

In this research, we calculate the performances of active funds from the date they were either created or included in […]