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Latest news on ACTIVE vs PASSIVE FUNDs
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What place for active ETFs in investors’ portfolios?
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In 2022, active ETFs represent 60% of newly launched ETFs in the United States and nearly 10% of those launched in Europe. What share for active ETFs in portfolios worldwide? Are European portfolios following the same trend as those of American investors? The proliferation of new types of ETFs (active, smart beta, factor, thematic, etc.) which involve an active decision within the index, has blurred the boundary between active and passive ETFs: What is the place of active ETFs in the broad sense in investors’ portfolios?
Click here to discover all the answers. |
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BSD Investing & L’Allocataire model portfolio update
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Staying the course even in rough market times
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Click here to discover our resilient portfolio allocations keeping their promises even in recent market downturn.
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LATEST NEWS ON ASSET ALLOCATION
Active ETFs in Europe: a mirage of best of both worlds or an unknown reality? The truth is out there
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Many investors, even among institutional ones, ignore the existence of actively managed ETFs in Europe. Recent market flows show that this kind of new vehicles are gaining traction, thus raising new questions for asset allocators. What defines an active ETF? What value they may add to an asset allocation? Are active ETFs similar in U.S and in Europe?
Click here to have a close look into this new market segment, a summary of major academic and market structure findings.
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NEW Review of market voices
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When active ETFs outperform both active and passive strategies: a successful active ETF strategy example by JP Morgan Asset Management
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Based on BSD investing proprietary database, we rank the top 15 active funds showing the highest outperformance consistency vs passive funds following the same benchmark. In the global equity large cap category for this quarter, an active ETF strategy, the JPM Global Research Enhanced ESG ETF is ranked #1. Our screening based on short to middle term (1,3,5 years) active funds outperformance consistency vs passive funds, shows that this ETF ranks #1 vs passive ETFs but also vs traditional active funds. What’s behind this strategy? What are its performances? This ETF combines the qualities of passive – index-like regional, sector and style exposures – with active management based on the skill of JP Morgan Research. Click on the following link to access a conversation with Piera Elisa Grassi, Portfolio Manager of JPM Research Enhanced Index Equity (ESG) ETFs and discover more about this new type of ETF.
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LATEST NEWS
Active or index funds: have we seen a return to favor of Smart Beta strategies since the beginning of the year?
Marlene Hassine Konqui, member of the ETF Committee of the SFAF, and Ahmed Khelifa, Chairman of the ETF Committee, take stock of investors’ interest in this type of strategy in the chaotic context of 2022, as well as the role of Smart Beta in portfolio construction and factor performance since the beginning of the year.
Click here to read the article and discover if investors in Europe are following the same trend and the role of smart beta in portfolio construction .
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LATEST NEWS
Factors or sectors, what drives the stock markets ?
Several philosophies and academic approaches exist to build portfolios. The choice of the theoretical framework is the first challenge that an asset allocator may face. Making an absolute choice in a fast moving environment due to continuous financial innovation, frequent market regime changes and volatile relative performances is not an easy task to accomplish. Click here to view the full article
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VIDEO
Discover our latest webinar
Discover BSD investing & L’Allocataire latest macro & active vs passive fund 2022 outlook. Click here to view the video.
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Disclaimer
This website and all of its contents (analysis and research) is published by, and emains 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
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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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