Who is BSD Investing?

BSD INVESTING is the unique independent research firm providing reliable insights on the active/passive allocation for the European mutual fund industry.

What is BSD Investing’s mission?

Our conviction is that, in addition to asset allocation, including ESG funds and combining active and passive funds is key to enhancing a portfolio’s long-term return in a sustainable way.

Are there entrance, maintenance, rebalancing or closing fees?

There are no such fees in our services. You only pay a fixed monthly fee.

How much does it cost?

Please refer to our Subscription section.

Who can use BSD Investing?

Our offering is dedicated to professional investors. Fund selection departments, quantitative researchers, product development teams are our main users. The middle office departments can also access to our research for fund reporting needs.

What type of services BSD Investing offer?

BSD Investing offers access to an analysis platform in which you have access to comprehensive and relevant analysis of active vs passive fund performances across 31 universes. The analysis can be done on traditional and ESG mutual funds. Data are updated on a weekly basis.

How many PCs can use a licence?

Each licence can only be used on one PC.

Are my data secure? What is your security policy?

At BSD Finances, we believe that security matters to everyone. We are all links in the chain, that’s why we encourage you to use strong password with our password policy.

We rely on protocols and products that have been proved to work for years. Your data will transit through a secured connection and critical information is stored encrypted. In addition, please refer to BSD Finances privacy policy for more information on personal data privacy.

I cannot connect to my account. What can I do?

You can try to renew your password from here: www.bsdinvesting.com/my-account/lost-password/ If your problem persists, don’t hesitate to contact us. You will receive a quick response. Please contact our support service (from 9am to 5 pm) at 33 by email at support@bsdinvesting.com

What asset classes do you analyse? What regions and market segments do you cover?

We currently analyse 31 equity and fixed income categories for both active and passive funds. We cover all regions from developed and emerging markets, and many specific countries together with 11 market segments (for example, growth and value for equity and, high yield and investment grade corporate bonds for fixed income).

How do you select the active & passive funds of a category?

We have developed a unique methodology based on very strict selection process to do fair comparison. Please refer to BSD investing approach where we detail our methodology.

What is the number of funds and assets under management covered by BSD Investing database?

The BSD investing database comprises more than 11000 European domiciled active and passive mutual funds, representing EUR4 trillion of assets under management.

Can I get help from a person if I have a question?

You can ask your question by email at contact@bsdinvesting.com or schedule a meeting with our team by using our scheduler at the top of this page.

Are your Financial Advisors credentialed?

Our Associate Director General, Marlene Hassine Konqui is a financial analyst, member of the SFAF (French Society for Financial Analyst), a professional association recognised by the AMF (French Financial Market regulator). The information contained on the website is for educational and informational purposes ONLY. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person’s sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Can I pick individual active funds or ETFs through BSD Investing?

The information published on the website is not intended as, nor should it be considered as an invitation or inducement to buy or sell a fund or funds noted within, nor should it be viewed as a communication intended to persuade or incite you to buy or sell funds or funds noted within.

Does BSD Investing manage its own portfolios? What is the minimum amount to invest?

No, BSD Investing is an independent research company publishing information for educational and informational purposes only.