BSD INVESTING Expert Voice

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Special issue
In 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.
Discover the full analysis in the document below

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100 results

Type Active & Passive funds universe Region Strategy Period Download
Flows & AuM All worldwide funds Global 2021-12-31
Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)

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Performances China Large-Cap funds Asia Large caps 2021-12-31
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for China Large-Cap funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on China Large-Cap funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Emerging debt Lcl Ccy funds Global Govies 2021-12-31
Outperforming Portfolio Compass - Emerging debt Lcl Ccy Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging debt Lcl Ccy funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Emerging debt Lcl Ccy funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Emerging markets Large-Cap funds Global Large caps 2021-12-31
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Emerging markets Large-Cap funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Emerging markets Large-Cap funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro government bond funds Europe Govies 2021-12-31
Outperforming Portfolio Compass - Euro government bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro government bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro government bond funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro high-yield bond funds Europe High Yield 2021-12-31
Outperforming Portfolio Compass - Euro high-yield bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro high-yield bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro high-yield bond funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro inflation-linked bond funds Europe Inflation-linked 2021-12-31
Outperforming Portfolio Compass - Euro inflation-linked bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro inflation-linked bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro inflation-linked bond funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Euro investment-grade bond funds Europe Investment-grade 2021-12-31
Outperforming Portfolio Compass - Euro investment-grade bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Euro investment-grade bond funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Euro investment-grade bond funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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Performances Europe growth funds Europe Growth 2021-12-31
Outperforming Portfolio Compass - Europe growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Europe growth funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Europe growth funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
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you need to be a subscriber :

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Performances Europe Large-Cap funds Europe Large caps 2021-12-31
Outperforming Portfolio Compass - Europe Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Europe Large-Cap funds (yearly analysis as of 31st December, 2021) ?

Our analysis is the only one to highlight the key indicators that gives a fair view of current active/passive fund environment. We are also the first to be able to provide an active/passive fund allocation recommendation on Europe Large-Cap funds for a fair view and efficient decision.

Current yearly key indicators
  • % outperforming: % of active funds outperforming their passive fund benchmark
  • Spread: active vs. passive fund performance spread
Source: Morningstar and BSD Investing data from 31 December 2011 to 31 December 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?