| |
BSD Investing & L’Allocataire model portfolio update
|
|
| |
Staying the course even in rough market times
|
|
| |
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 6% compared to the MSCI ACWI index (world equities) in 2022 (until 31/12/2022), and is up 6% over the last 3 months (against 1% for world equities). It is a factual proof that the combination of active and passive strategies is an under-exploited performance driver.
|
|
| |
Thematic investing: what place in investors’ portfolios?
|
|
| |
Are thematic funds new vehicles? What do thematic funds represent in European asset management? In the difficult context of 2022, have flows into these funds maintained the same momentum? What were the winning and losing themes in 2022? What are the challenges of thematic investing for the fund selector?
Read our full flows & assets report on thematic investing. |
|
| |
Thematic investing: A new fund selection methodology by BSD Investing & L’Allocataire
|
| |
Selecting a thematic fund today is a time-consuming exercise that relies more on the fund selector’s beliefs than on his analytical skills and competencies. This is mainly due to the absence of a simple and easily achievable methodology. We propose in this article a solution that meets this methodological need.
Click here to discover our new methodology.
|
|
|
|
| |
Thematic investing: what lessons from the past for portfolio construction?
|
| |
Our new thematic fund selection methodology first answers key questions that are still debated today: Should investors choose a fund invested in a broad or in a specific theme? What is the importance of the timing for investing in Thematic funds? Should investors choose an active or passive management thematic fund?
All our answers by clicking here.
|
|
|
|
| |
|
 |
| |
|
|
| |
LATEST NEWS
Gold in portfolio: the When, the Why and the How? by BSD Investing & L’Allocataire
Gold specificities make it a controversial or at least a misunderstood asset class. Is it a commodity or a currency, a safe-heaven or an inflation hedge? Should it be included in an asset allocation? As a relatively niche investment, its characteristics and market price drivers are poorly understood by the market at large. In this edition, we answer four questions of relatively same importance in portfolio construction based on academic research and major asset managers’ market insights (Invesco, WisdomTree): “When”, “Why”, “How” and “at What Price to invest in Gold.
Click here to read the full article.
|
|
| |
|
|
| |
LATEST NEWS
When index investing meets crypto assets
As seen in the article untitled “What Crypto weighs in investors’ portfolios?” , investment vehicles to invest in crypto assets have seen an exponential growth since a few years as they provide a simple way of gaining access to crypto assets. What are current options to access crypto assets in Europe? Why index investing is currently expanding to crypto assets? Click here to have all the answers
|
|
| |
|
|
| |
LATEST NEWS
Crypto assets, to be or not to be an asset class?
Ahmed Khelifa, cfa, and Marlene Hassine Konqui explore this key topic, based on prominent academic research (namely CFA Institute research foundation) and market insights (from Invesco and Hashdex), looking at the definition of an asset class, and the set-up of a framework to determine whether an asset can be considered an asset class. They answer the following questions: Do assets within the crypto assets show a similar behavior to market events? Does the asset class add diversification to a portfolio? Do crypto assets have the capacity to absorb a meaningful proportion of an investor’s portfolio? What are the available investable vehicles to a European asset allocator?
Click here to read the full article.
|
|
| |
|
|
| |
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.
|
|
|
