Should investors favor single or multifactor     strategies?      Food for thoughts   

What successful factor strategy in current environment ? By Franklin Templeton

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?      Newsletter   

Newsletter: What role for Smart Beta in portfolio construction?

What role for Smart Beta in portfolio construction?

  Have investors regain interest toward Smart      Beta and factor strategies so far this year?      Food for thoughts   

Factor or sector, active or index funds: who are the winners so far in 2022?

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?

  Factors or sectors, which building blocs for      a better allocation ?      Food for thoughts   

Factors or sectors, what drives the stock markets ?

Several philosophies and academic approaches exist to build portfolios. The choice of the theoretical framework is the first challenge that […]

  Should investors prefer      active or passive management?      Food for thoughts   

New elements in the active / passive fund debate

Jean Marie Catala and Arabelle Conte for AFG shared their view on the debate relying on BSD Investing research.

  What sustainability objective can be     reached through ETF ?      Food for thoughts   

ETF’s Sustainability is gathering momentum

The ETF market is seeing the surge of a wave of responsible investments. The development of ESG ETF has been […]

img Newsletter – focus Portfolio Construction

Newsletter – focus Portfolio Construction

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.

  Active vs passive funds:     what investors did during H1 2022?      Food for thoughts   

Active vs passive funds: what did investors do during the first half of 2022?

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?  

  Geopolitical Risks/Portfolio Construction      Food for thoughts   

Geopolitical Risks and Portfolio Construction: The Obvious mistakes

A military invasion, a war by proxy, or a commercial war, How to build a bulletproof portfolio that can resist […]

  Response to SPIVA and Morningstar      Food for thoughts   

Seeking a fair performance comparison between active and passive funds

Marlene Hassine Konqui, CEO of BSD Investing questions SPIVA and Morningstar methodologies to compare active vs passive fund performances