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ESG Fund flows: Did the greening of investors’ portfolios continue in 2022?
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The development of sustainable index and non-index funds has been very rapid over the past three years, particularly in 2021. In the uncertain context of 2022, have investors continued to invest in sustainable funds? Did they favour sustainable index or non-index fund? Article 8, Article 9, where are the portfolios? Is the increase in the assets under management of sustainable funds accompanied by a change in fund benchmarks? What lessons can be learned for portfolio construction?
Discover all the answers by clicking here. |
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Portfolio Allocation: How to overcome ESG based asset allocation challenges?
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ESG investing has now a place of choice in investors portfolios. Massive planned government investment plans are about to impact most developed countries economies’ as well as emerging ones. These investments are mostly linked to energy which could have an impact on future ESG investment performances. This arises new challenges in order to build efficient portfolios: Is there a fundamental economic and market rational for this keen interest to persist in the future? Can we talk about ESG as a risk factor with a related premium, based on past returns analysis? Finally, is there a solution to address the challenges of traditional benchmarking in ESG based Asset Allocation?
Click here to build effcient ESG portfolios.
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MARKET VOICE: New index solutions to build climate efficient strategic asset allocations, BY MSCI
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Being an ESG investor requires taking on an important tracking error risk. This highlights the need to develop ESG-based SAA policy and ESG-based equity indices as the only way to avoid being constrained by the traditional cap-weighted benchmarking framework. MSCI developed new solutions to address this issue. This approach also helps to improve transparency on the sustainability objective and on the tracking of progress towards the achievement of these objectives. Saurabh Katiyar, Guillermo Cano & Román Mendoza, Executive Directors, MSCI Research discuss at length the topic focusing on climate alignment.
Click here to read the interview. Or click here to access the video.
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MARKET VOICE: The rational behind Paris Aligned Benchmark in investors portfolios’, a hedge or an opportunity? BY Franklin templeton
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A Deloitte report predicts a US$178 trillion hit to the global economy over 50 years if climate change is left unchecked and a US$43 trillion boost to global GDP by 2070 if governments facilitate a systemic net-zero transition.
Marcus Weyerer, CFA Senior ETF Investment Strategist, Franklin Templeton ETFs EMEA explains how investors can shift their portfolios towards firms that are potentially better positioned to deal with – and perhaps are even beneficiaries of – changes that result from climate risks, while remaining diversified across sectors and individual stocks. The Franklin STOXX Europe 600 Paris Aligned Climate UCITS ETF / Franklin S&P 500 Paris Aligned Climate UCITS ETF/ Franklin MSCI China Paris Aligned Climate UCITS ETF are examples of these investment solutions.
Click here to read the full interview.
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BSD Investing & L’Allocataire model portfolio update
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Combining active & passive funds to build optimal portfolios
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Click here to discover the performances of our dynamic portfolio allocation. Our mixed approach between active and passive management on this profile has generated an outperformance of 9% compared to the MSCI ACWI index (world equities) over 1 year (until 11/02/2023), and is up 9% year to date (against 6% for world equities). It is a factual proof that the combination of active and passive strategies is an under-exploited performance driver.
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LATEST NEWS
Are all cryptoassets currencies? How can we differentiate them?
In the following, we will address the question of crypto universe diversity and perform a deep dive into crypto taxonomy to understand how to differentiate those assets in order to build a classification, similar to GICS (Global Industry Classification Standard), with its own sectors and industries. Based on WisdomTree taxonomy ( access the full WisdomTree white paper), we identified two sectors, infrastructure and applications that are split into 7 different industry groups.
Discover all the details about BSD Investing & L’Allocataire/ WisdomTree crypto asset taxonomy.
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LATEST NEWS
What crypto asset segments are accessible through existing ETPs?
Using BSD Investing & L’Allocataire/ WisdomTree crypto asset taxonomy, we could deep dive into crypto assets to answer the following questions: Are all crypto asset segments accessible through existing ETP products? What is the weight of each crypto asset sector in investor portfolios? Toward which sectors and industry groups are crypto assets flows going?
Click here to discover all the answers.
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LATEST NEWS
Thematic investing: A new fund selection methodology by BSD Investing & L’allocataire
In this edition, with regard to the new developments of thematic investing, and based on BNPP AM, Invesco & WisdomTree market insights combined with our proprietary research, Marlene Hassine Knqui and Ahmed Khélifa, cfa provide a simple and easily achievable methodology that does not require a new nomenclature for efficient selection of thematic funds that does not require a new nomenclature, for efficient selection of thematic funds.
Click here to discover the full methodology.
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Disclaimer
This website and all of its contents (analysis and research) is published by, and remains the copyright
of, BSD Finances or its licensors. The information contained within is for educational and informational
purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell
funds nor should it be viewed as a communication intended to persuade or incite you to buy or sell
funds. 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.
Should you undertake any such activity based on information contained on this website, you do so
entirely at your own risk and BSD Finances shall have no liability whatsoever for any loss, damage,
costs or expenses incurred or suffered by you as a result.
Care is taken to ensure that the information provided by BSD Finances is correct but it neither
warrants, represents nor guarantees the contents of the information, nor does it accept any
responsibility for errors, inaccuracies, omissions or any inconsistencies herein.
BSD Finances is a limited liability company registered in France with registered number 852 716 547
00017. Our registered office is at 8 rue de Moscou 75008 Paris. BSD Investing is part of BSD Finances.
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