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Latest news on ACTIVE vs PASSIVE FUNDs
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Factor or sector, active or index funds: who are the winners so far in 2022?
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Have investors favoured factor or sector strategies in this chaotic context? What is the place of Smart Beta in investors’ portfolios? Has the turbulent economic and financial context of 2022 called into question investors’ appetite for sustainable investing? What happened in August on the flows?
Despite the very high sensitivity of flows to changes in the economic and financial situation and the tactical reallocations that we witnessed this summer, major trends continue, investors’ portfolios are becoming structurally more responsible and passive funds is asserting itself as essential alongside active funds, particularly on core portfolio strategies.
Click here to discover the whole analysis. In addition, factor and sector strategies are visibly regaining investor interest. Do these strategies deliver performance? Is it better to invest in sectors or factors? so many questions, key to portfolio construction that we answer in the following article of our newsletter.
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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
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Factors or sectors ,What drives the stock markets ?
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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.
What do the most recent studies tell us about the relevance of factor forecasting methods relative to time series models based on historical market returns ?
What factors showed the best resilience in the H1 and was it a better choice to make factor bets or sector ones ?
The answer to all the questions above in this article that will help you build more acute asset allocations.
Click here to read the whole news. |
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NEW Review of market voices
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A successfull Smart Beta Strategy example by Franklin Templeton
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As seen in BSD Investing flows analysis above, after years of lower interest, Smart Beta strategies have regained attraction among investors. In current financial and economic downturn, those strategies allow to benefit from factor rotations or to be less impacted by volatility increases. Should investors prefer single factors or multifactor strategies? For Franklin Templeton, research indicates that a multi factor strategy is able to deliver consistent risk adjusted outperformance based on a fundamentally driven approach and a defensive tilt. Click here to discover the view on the topic of Marcus Weyerer, Senior ETF Investment Strategist, Franklin Templeton. |
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LATEST NEWS
BSD Investing research: new elements in the active/passive fund debate
Jean Marie Catala and Arabelle Conte for AFG shared their view on the debate relying on BSD Investing research.
Discover BSD Investing methodology to arrive at a fair view in allocating between active and passive funds to build optimal portfolios.
Click here to read the tribune from Funds Europe to know more about cost and performance comparisons for active and passive funds.
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LATEST NEWS
ETF’s Sustainability is gathering momentum
The ETF market is seeing the surge of a wave of responsible investments.
What are the reasons behind ETF ESG rapid growth? What sustainability objective could be reached through ETF? The answers from Ahmed Khélifa CFA, in this summary of the ETF and ESG roundtable organized by Funds magazine.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
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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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