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🤔Are concerns about the risks of passive investing the only reasons to shift from passive to active funds
According to my research, the decision to use one or the other is often a finely balanced one. The data […]
🤔Is all what we should retain from 2020 for US equity funds summarized in the title of the WSJ article ?
On March 11, 2021, the WSJ entitled his last article on active vs passive funds: “Stock Pickers Trailed Market Again […]
🤔 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 […]
😉The wink #1 : what’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 €2.2bn +82% vs Feb 20202. […]
👀 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 […]
👀 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 […]
🤔 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 […]
👀 Are you aware of the 2 biggest surprises concerning the impact of the Covid 19 crisis on the European mutual fund industry ?
𝟏. 𝐒𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐟𝐮𝐧𝐝 𝐟𝐥𝐨𝐰𝐬 𝐚𝐛𝐨𝐯𝐞 𝐭𝐡𝐨𝐬𝐞 𝐨𝐟 𝐧𝐨𝐧-𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐟𝐮𝐧𝐝𝐬In 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 […]
