 Click here to discover the offer
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Introducing BSD Investing & L’Allocataire new model portfolios
BSD Investing, the independent expert in active/passive fund allocation has partnered with L’Allocataire, the independent expert in asset allocation to offer clients model portfolios based on the best of both worlds for portfolio construction
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Marlene Hassine Konqui
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Ahmed khelifa, CFA
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Expert in portfolio construction
Member of the SFAF ETF
Associate director General BSD Investing
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Asset allocator
Head of the SFAF ETF commission,
CEO L’allocataire
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ACTIVE/PASSIVE FUND SELECTION
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An optimal combination of active and passive management
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Our allocations combine the best of active and passive management thanks to a proprietary database and an innovative allocation tool developed by Marlène Hassine Konqui thanks to her expertise in analyzing and comparing the performance of each of these investment strategies according to the financial markets and the asset class in question. This tool allows having active/passive fund recommendation for each investment universe and leaderboards of the best active and passive funds.
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OPTIMAL PORTFOLIO CONSTRUCTION
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The best of quantitative and discretionary in an open architecture
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Our allocations also use two complementary approaches, a first quantitative approach thanks to a tool analyzing the correlations between the different asset classes and a discretionary approach allowing us to anticipate changes in the market regime when the explanatory factors evolve. L’ALLOCATAIRE, thanks to Ahmed Khelifa, CFA asset allocation expertise, contributes his vision of the market in the choice of asset classes to be considered and their respective weights. Our capital independence and the absence of in-house funds allow an alignment of interests and an unbiased choice of investment vehicles.
click here for more details on the offer. |
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NEW Listening to market voice
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Special focus: the unknown return benefits of diversification by VANGUARD
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While the risk-reducing benefits of broad market diversification are generally well understood, less so are the return implications of diversifying your investments – or, more pertinently, failing to do so.
Some clients might be tempted by the idea that concentrating their investments could deliver greater returns if they can pick the best-performing investments. Yet, research shows that the high level of volatility associated with holding a handful of stocks leads to a drag on performance, compared with a portfolio composed of a larger number of holdings.
Click here to access the whole article. |
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LATEST NEWS
Active funds vs ETFs: Are investors’ portfolios more sustainable?
Did investors continue to focus on active management or ETFs for sustainable investments in the first quarter of 2022? Article 8 or 9 sustainable funds: where are the assets of ETFs vs active funds? Is the increase of sustainable fund assets accompanied by a change in fund benchmarks? Article written by Marlene Hassine Konqui for the SFAF ETF commission Click here to access the news.
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LATEST NEWS
ETF/Active funds: between myths and reality
Under the banner of ETF products, a multitude of similar appearances have thus developed. Ahmed Khelifa, chairman of the SFAF ETF commission, takes stock of myths and realities, or what it is necessary to know to have an accurate view of the advantages and risks of each. Click here to view the full article
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VIDEO
BSD Investing & L’Allocataire 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
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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