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% of active managers outperforming passive funds

Source: Morningstar and BSD Investing average data of all universes

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Fonds actifs vs ETF en 2022: Qui est le gagnant ?

Sur l'ensemble de l'année 2022, 36% des gérants actifs ont surperformé la gestion passive. Ce chiffre masque une situation contrastée tout au long de l'année. Au premier semestre, dans un contexte de crise géopolitique et un environnement économique incertain, peu de gérants actifs sont parvenus à surperformer la gestion passive, en moyenne de 36% sur les deux premiers trimestres. Au second semestre, dans le sillage du changement de politique de la Fed et du rebond du marché, on constate une amélioration significative de la performance de la gestion active comme le montre le graphique ci-dessous avec une moyenne de 51% des gérants actifs surperformant gestion passive sur les deux trimestres.

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Flows & AuM Performances Other

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200 résultats

Type	Univers de fonds actifs & passifs	Région	Stratégie	Période
Flows & AuM	All worldwide funds	Global		2021-12-31
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 31st December, 2021) ? Tous les éléments sont dans l'analyse suivante : Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021) 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. To discover the full report you need to be a subscriber S'abonner Vous avez déjà un compte ? Veuillez vous connecter
Flows & AuM	All worldwide funds	Global		2022-12-31
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 31st December, 2022) ? Tous les éléments sont dans l'analyse suivante : Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2022) In Europe in 2022 passive funds dominated the flows. In 2022 passive fund flows dominated at €107bn vs active for €230bn of outflows funds. The trend turned negative vs H2 of 2021. Equity passive fund flows were above those of active at €57bn vs €76bn of outflows respectively. This is opposed to H2 of 2021. The trend turned negative in 2022 vs H2 of 2021. Total equity funds witnessed yearly record outflows over 5 years. Even in fixed income passive funds dominated the flows with €60bn vs €147bn of outflows for active funds. This is opposed to H2 of 2021. The trend turned negative in 2022 vs H2 of 2021. Total fixed income funds witnessed yearly record outflows over 5 years. In terms of assets passive funds represent almost a third of the total in Europe mutual funds asset under management (24%). The percentage is higher for equity at 34%. Both active and passive fund assets have shown a strong increase compared to 2008 +8% p.a. and +17% p.a. respectively. In 2022 the trend is decelerating for active with -5% for active funds and +17% for passive funds. Active fund assets reach €7.9trn vs €2.5trn for passive funds. European mutual fund assets are down -0% vs 2020 and represent 29% of mutual funds worldwide. To discover the full report you need to be a subscriber S'abonner Vous avez déjà un compte ? Veuillez vous connecter
Flows & AuM	All worldwide funds	Global		2022-06-30
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 30th June, 2022) ? Tous les éléments sont dans l'analyse suivante : Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th June, 2022) In Europe in H1 2022 passive funds dominated the flows. In H1 2022 passive fund flows dominated at €81bn vs active for €112bn of outflows funds. The trend turned negative vs H2 of 2021. Equity passive fund flows were above those of active at €54bn vs €26bn of outflows respectively. This is opposed to H2 of 2021. Total equity fund flows in H1 2022 were down 77% vs H2 of 2021. Total equity funds witnessed monthly record outflows over 1 year. Even in fixed income passive funds dominated the flows with €24bn vs €111bn of outflows for active funds. This is opposed to H2 of 2021. The trend turned negative in H1 2022 vs H2 of 2021. Total fixed income funds witnessed monthly 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%. Active fund assets reach €8.3trn vs €2.5trn for passive funds. European mutual fund assets are up 4% vs 2020 and represent 29% of mutual funds worldwide. To discover the full report you need to be a subscriber S'abonner Vous avez déjà un compte ? Veuillez vous connecter
Flows & AuM	All worldwide funds	Global		2022-03-31
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 31st March, 2022) ? Tous les éléments sont dans l'analyse suivante : Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st March, 2022) 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. To discover the full report you need to be a subscriber S'abonner Vous avez déjà un compte ? Veuillez vous connecter
Flows & AuM	All worldwide funds	Global		2022-09-30
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 30th September, 2022) ? Tous les éléments sont dans l'analyse suivante : Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th September, 2022) In Europe so far in 2022 passive funds dominated the flows. So far in 2022 passive fund flows dominated at €72bn vs active for €202bn of outflows funds. The trend turned negative vs H2 of 2021. Equity passive fund flows were above those of active at €41bn vs €70bn of outflows respectively. This is opposed to H2 of 2021. The trend turned negative so far in 2022 vs H2 of 2021. Total equity funds witnessed monthly record outflows over 1 year. Even in fixed income passive funds dominated the flows with €37bn vs €143bn of outflows for active funds. This is opposed to H2 of 2021. The trend turned negative so far in 2022 vs H2 of 2021. In terms of assets passive funds represent almost a third of the total in Europe mutual funds asset under management (23%). The percentage is higher for equity at 34%. Active fund assets reach €7.9trn vs €2.4trn for passive funds. European mutual fund assets are down -0% vs 2020 and represent 28% of mutual funds worldwide. To discover the full report you need to be a subscriber S'abonner Vous avez déjà un compte ? Veuillez vous connecter
Other	Issues and solutions to build optimal portfolios
Are you interested in discovering more about us, our approach and our interactive tools ? Tous les éléments sont dans l'analyse suivante : Special issue For investors, the decision to allocate to active or passive funds is critical in the context of broad portfolio construction considerations. It’s not an easy choice to make but financial research has proven that, ultimately, allocating efficiently between the two is crucial for portfolio performance. download
Performances	China Large-Cap funds	Asia	Large caps	2021-12-31
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds Êtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (yearly analysis as of 31st December, 2021) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current yearly key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : s'abonner Vous avez déjà un compte ? Veuillez vous connecter
Performances	China Large-Cap funds	Asia	Large caps	2022-06-30
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds Êtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (year to date analysis as of 30th June, 2022) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : s'abonner Vous avez déjà un compte ? Veuillez vous connecter
Performances	China Large-Cap funds	Asia	Large caps	2022-09-30
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds Êtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (year to date analysis as of 30th September, 2022) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current year to date key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : s'abonner Vous avez déjà un compte ? Veuillez vous connecter
Performances	China Large-Cap funds	Asia	Large caps	2022-12-31
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds Êtes-vous intéressé par toutes les informations pour avoir une vision claire de l'allocation de fonds actifs/passifs pour China Large-Cap funds (yearly analysis as of 31st December, 2022) ? Notre analyse est la seule à mettre en évidence les indicateurs clés qui donnent une image fidèle de l'environnement actuel des fonds actifs / passifs. Nous sommes également les premiers à pouvoir fournir une recommandation d'allocation de fonds actifs/passifs sur China Large-Cap funds for a fair view and efficient decision.. Current yearly key indicators % outperforming: % of active funds outperforming their passive fund benchmark Spread: active vs. passive fund performance spread Source: Morningstar and BSD Investing data from 31 December 2012 to 31 December 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : s'abonner Vous avez déjà un compte ? Veuillez vous connecter

Notre dernière recherche sur l’allocation globale entre les fonds Actifs & Passifs

Fonds actifs vs ETF en 2022: Qui est le gagnant ?

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Rapports de recherche

Type

Focus

Année

Stratégie

Région

200 résultats

Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)

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Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2022)

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Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th June, 2022)

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Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st March, 2022)

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Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 30th September, 2022)

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Special issue

Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

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Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

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Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

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Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

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NEW Newsletter:La pause ESG – T2 2023 l’update trimestriel de l’investissement ESG pour les investisseurs institutionnels

NEW Perfomances et structure de marché ESG depuis le début de l’année

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