AuM & Flows Compass Worldwide Active/Passive funds - Q1 2022

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Tous les éléments sont dans l'analyse suivante :
- In Europe Q1 2022 passive funds dominated the flows.
- In Q1 2022 overall active fund flows saw outflows at €29bn of outflows in Europe while passive fund flows were bigger at €62bn. Total fund flows have seen a decrease by 81% vs Q4 2021. Equity passive fund flows were above those of active at €44bn vs €4bn of outflows respectively. This is opposed to Q4 2021. Total equity fund flows in Q1 2022 were down 38% vs Q4 2021. Total equity funds witnessed quarterly record outflows over 1 year. Even in fixed income passive funds dominated the flows with €13bn vs €50bn of outflows for active funds. This is opposed to Q4 2021. The trend turned negative in Q1 2022 vs Q4 2021. Total fixed income funds witnessed quarterly record outflows over 1 year.
- Passive funds still account for a limited part of the total in Europe mutual funds asset under management (23%). The percentage is higher for equity at 33%. Both active and passive fund assets have shown a strong increase compared to 2008 +-1% p.a. and +10% p.a. respectively. Q1 2022 the trend is decelerating with -6% for active funds and -1% for passive funds. Active fund assets reach €9.1trn vs €2.7trn for passive funds. European mutual fund assets are down -5% vs Q4 2021 and represent 29% of mutual funds worldwide.
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262 résultats
Type | Univers de fonds actifs & passifs | Région | Stratégie | Période | Téléchargement | ||
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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. |