logo-BSD.svg
  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?  

logo-BSD.svg
  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

logo-BSD.svg
  How to fairly allocate between      active and passive funds?      Food for thoughts   

BSD Investing research: Issues and solutions 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?

logo-BSD.svg
  Do sustainable active funds vs ETFs     continue to attract inflows      in Q1 2022      Sustainable Flows   

Active funds vs ETFs: Are investors’ portfolios more sustainable? 

Did investors continue to focus on active management or ETFs for sustainable investments in the first quarter of 2022? Article 8 or 9 sustainable funds: where are the assets of ETFs vs active funds? Is the increase of sustainable fund assets accompanied by a change in fund benchmarks?

logo-BSD.svg
  Focus on Eurozone     equity funds      Food for thoughts   

Active funds vs ETFs: Did Eurozone equity funds benefit from the market recovery in March 2022?

Did investors favour active management or ETFs on Eurozone equities in March 2022?  How have active funds vs. ETFs performed in this segment?  What impact for portfolio construction?

logo-BSD.svg
  Positive flows into      passive funds in February 2022      Flows   

Active funds vs ETFs: in a context of geopolitical crisis, what allocation choices did investors make?

Did investors prefer active management or ETFs in February 2022?  In which geographical areas or strategies have the flows been concentrated?   What impact for portfolio construction?

logo-BSD.svg
  Focus on European equity     Active funds vs ETFs       Food for thoughts   

Active funds vs ETFs: what is happening to European equity funds since the beginning of 2022?

Have investors favoured active management or ETFs on European equity funds at the beginning of 2022? How have active funds vs. ETFs performed in this segment? What impact for portfolio construction?

logo-BSD.svg
  Should you prefer ETFs or     active funds to invest in      bond markets?      Food for thoughts   

Active funds vs ETFs: Where have bond investors been taking refuge since the beginning of the year?

Have investors favoured active management or bond ETFs in early 2022?  How have active funds vs. ETFs performed in this segment?  What impact for portfolio construction?

logo-BSD.svg
  Focus on equity emerging      market funds      Food for thoughts   

Active Funds vs ETFs: what performance in emerging markets since the beginning of the year?

Have investors favoured active management or ETFs to invest in emerging equity markets since the beginning of the year?   How have active funds vs. ETFs performed in this segment?  How to improve portfolio constructio

logo-BSD.svg
  Passive funds captured the majority of flows     in january 2022      Flows   

Active Funds vs ETFs: where did the flows in Europe go in January 2022?

Have investors favoured active management or ETFs to invest in bear markets?   Have they changed their preference between active management and ETFs at the beginning of 2022 to invest in sustainable funds?   What can we learn from these flows to improve portfolio construction?