img ESG YTD performance and market structure 

ESG YTD performance and market structure 

Can we continue talking of an ESG factor following 2022 underperformance? How ESG indices performed in 2023 year to date and why? What have been the impact on fund flows?   Did the greening of portfolios continue in 2023? We answer all those questions in this article and take an in-depth look to ESG (sustainable) market structure both for equity and fixed income assets with a split between index and non-index funds.  

   Food for thoughts   

Are crypto ETPs a growing part of investors’ portfolios?

What are the implications of this upgrade for investors?  have crypto assets confirmed their stake in investors’ portfolios? Have crypto flows rebounded? Toward which crypto segments flows have been going year to date? What crypto asset sector has performed best in 2023?

  news      Food for thoughts   

Thematic rotations : A new indicator of investors expectations?

What Thematics gathered the most flows? Can thematics flows rotation be considered as a good indicator of market sentiment and investors expectations?

  What place for active ETFs     in portfolio construction?      Food for thoughts   

What place for Active ETFs in investors’ portfolios?

What share for active ETFs in investors’ portfolios worldwide? Are European portfolios following the same trend as those of American investors? What is the real place of active ETFs in investors’ portfolios?

  Should smart beta or sector strategies     be prefered in 2022?      Food for thoughts   

Active or index funds: have we seen a return to favor of Smart Beta strategies since the beginning of the year?

Marlene Hassine Konqui, member of the SFAF ETF commission, and Ahmed Khelifa, chairman of the ETF commission, provide an update on investor interest in Smart Beta strategies in the chaotic context of 2022, as well as their role in portfolio construction.

  Active funds vs ETFs : what have investors     favored so far in 2021?      Flows   

Active funds vs ETFs in Europe: flow review so far in 2021

Have investors favored active management or ETFs in the third quarter of 2021? Do they prefer active management or ETFs to invest in sustainable funds? What about flows to traditional funds?

  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?