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๐ค 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 […]
๐The wink #1 : whatโs gender equality looks like in the mutual fund industry ?
1. 16 dedicated funds Worldwide (Source Morningstar End of Feb 2021) with Assets under Management โฌ2.2bn +82% vs Feb 20202. […]
๐ 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 […]
๐ 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 […]
๐ค 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 […]
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 […]
๐ Are you aware of the 2 biggest surprises concerning the impact of the Covid 19 crisis on the European mutual fund industry ?
๐. ๐๐ฎ๐ฌ๐ญ๐๐ข๐ง๐๐๐ฅ๐ ๐๐ฎ๐ง๐ ๐๐ฅ๐จ๐ฐ๐ฌ ๐๐๐จ๐ฏ๐ ๐ญ๐ก๐จ๐ฌ๐ ๐จ๐ ๐ง๐จ๐ง-๐ฌ๐ฎ๐ฌ๐ญ๐๐ข๐ง๐๐๐ฅ๐ ๐๐ฎ๐ง๐๐ฌIn the wake of the Covid 19 crisis, sustainable fund flows increased […]
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 […]
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 […]
๐ 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 […]