News

What defines an active ETF? What value they may add to an asset allocation? Are Active ETFs similar in U.S and in Europe?

Marlene Hassine Konqui, member of the SFAF ETF commission, and Ahmed Khelifa, chairman of the ETF commission, provide an update on investor interest in Smart Beta strategies in the chaotic context of 2022, as well as their role in portfolio construction.

What role for Smart Beta in portfolio construction?

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?

Have investors favored active management or ETFs in the third quarter of 2021? Do they prefer active management or ETFs to invest in sustainable funds? What about flows to traditional funds?

Several philosophies and academic approaches exist to build portfolios. The choice of the theoretical framework is the first challenge that […]

Marlene Hassine Konqui, CEO of BSD Investing questions SPIVA and Morningstar methodologies to compare active vs passive fund performances

A military invasion, a war by proxy, or a commercial war, How to build a bulletproof portfolio that can resist […]

BSD Investing, the independent expert in active/passive fund allocation and L’Allocataire, the independent expert in asset allocation, offer semimonthly, a regular update with the latest news about portfolio construction to help investors enhance portfolio returns.

What are the issues surrounding existing relative performance comparison calculations? What are the solutions to correct and improve the process? What is the contribution of this innovative approach and why the need to use it to build optimal portfolios?