AuM & Flows Compass Worldwide Active/Passive funds - H1 2022
Are you interested in all the information to have a clear view on active/passive AuM & Flows for European domiciled funds (year to date analysis as of 30th June, 2022) ?
All elements can be found in the following analysis :
- In Europe in H1 2022 passive funds dominated the flows.
- In H1 2022 passive fund flows dominated at €81bn vs active for €112bn of outflows funds. The trend turned negative vs H2 of 2021. Equity passive fund flows were above those of active at €54bn vs €26bn of outflows respectively. This is opposed to H2 of 2021. Total equity fund flows in H1 2022 were down 77% vs H2 of 2021. Total equity funds witnessed monthly record outflows over 1 year. Even in fixed income passive funds dominated the flows with €24bn vs €111bn of outflows for active funds. This is opposed to H2 of 2021. The trend turned negative in H1 2022 vs H2 of 2021. Total fixed income funds witnessed monthly record outflows over 1 year.
- Passive funds still account for a limited part of the total in Europe mutual funds asset under management (23%). The percentage is higher for equity at 33%. Active fund assets reach €8.3trn vs €2.5trn for passive funds. European mutual fund assets are up 4% vs 2020 and represent 29% of mutual funds worldwide.
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262 results
| Type | Active & Passive funds universe | Region | Strategy | Period | Download | ||
|---|---|---|---|---|---|---|---|
| Other | BSD INVESTING Expert Voice | ||||||
Special issueIn this Expert Voice, Marlène Hassine Konqui talks about the mission of BSD Investing, an independent firm devoted to research and portfolio construction. She explains why the active/passive decision is often so difficult to make. And she describes the innovative firm’s areas of research and tools, which will enable investors to make a fair and efficient selection between active and passive. |
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| Other | BSD INVESTING Parole d'Expert | ||||||
Special issueDans cette parole d’expert, Marlène Hassine Konqui explique la mission de la société BSD Investing, une société indépendante dédiée à la recherche et à la construction de portefeuille. Elle souligne pourquoi la décision d’investir dans des fonds actifs et/ou passifs est souvent difficile à prendre et décrit les domaines de recherche et outils innovants de son entreprise qui permettent aux investisseurs de faire une sélection efficiente entre les fonds. |
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