AuM & Flows Compass Worldwide Active/Passive funds - 2021
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Tous les éléments sont dans l'analyse suivante :
- In Europe in 2021 active funds dominated the flows
- In 2021 active fund flows dominated at €616bn vs passive for €206bn funds. Total fund flows have seen an increase by 111% vs H2 of 2020. Equity active fund flows were above those of passive at €245bn vs €123bn respectively. This is in line with H2 of 2020. Total equity fund flows in 2021 were up 86% vs H2 of 2020. Total equity funds witnessed yearly record inflows over 5 years. Even in fixed income active funds dominated the flows with €196bn vs €80bn for passive funds. This is in line with H2 of 2020. Total fixed income fund flows were up 85% vs H2 of 2020.
- Passive funds still account for a limited part of the total in Europe mutual funds asset under management (22%). The percentage is higher for equity at 32%. Both active and passive fund assets have shown a strong increase compared to 2008 +10% p.a. and +19% p.a. respectively. In 2021 the trend is accelerating with +18% for active funds and +29% for passive funds. Active fund assets reach €9.7trn vs €2.7trn for passive funds. European mutual fund assets are up 20% vs 2020 and represent 29% of mutual funds worldwide.
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262 résultats
| Type | Univers de fonds actifs & passifs | Région | Stratégie | Période | Téléchargement | ||
|---|---|---|---|---|---|---|---|
| Other | BSD INVESTING Expert Voice | ||||||
Special issueIn this Expert Voice, Marlène Hassine Konqui talks about the mission of BSD Investing, an independent firm devoted to research and portfolio construction. She explains why the active/passive decision is often so difficult to make. And she describes the innovative firm’s areas of research and tools, which will enable investors to make a fair and efficient selection between active and passive. |
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| Other | BSD INVESTING Parole d'Expert | ||||||
Special issueDans cette parole d’expert, Marlène Hassine Konqui explique la mission de la société BSD Investing, une société indépendante dédiée à la recherche et à la construction de portefeuille. Elle souligne pourquoi la décision d’investir dans des fonds actifs et/ou passifs est souvent difficile à prendre et décrit les domaines de recherche et outils innovants de son entreprise qui permettent aux investisseurs de faire une sélection efficiente entre les fonds. |
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