BSD INVESTING Expert Voice

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

2021-09-30_Quarterly_Latest_China_LC Download

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262 results

Type	Active & Passive funds universe	Region	Strategy	Period
Performances	Global inflation-linked bond EUR hedged funds	Global	Inflation-linked	2022-12-31
Outperforming Portfolio Compass - Global inflation-linked bond EUR hedged Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global inflation-linked bond EUR hedged funds (yearly analysis as of 31st December, 2022) ? 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 Global inflation-linked bond EUR hedged 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 2012 to 31 December 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Global inflation-linked bond EUR hedged funds	Global	Inflation-linked	2023-03-31
Outperforming Portfolio Compass - Global inflation-linked bond EUR hedged Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global inflation-linked bond EUR hedged funds (quarterly analysis as of 31st March, 2023) ? 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 Global inflation-linked bond EUR hedged funds for a fair view and efficient decision.. Current quarterly 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 March 2013 to 31 March 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Global Large-Cap funds	Global	Large caps	2021-12-31
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global 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 Global 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 : subscribe Already have an account ? Please log in
Performances	Global Large-Cap funds	Global	Large caps	2022-06-30
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global Large-Cap funds (year to date analysis as of 30th June, 2022) ? 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 Global Large-Cap funds for a fair view and efficient decision.. Current year to date 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 30 June 2012 to 30 June 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Global Large-Cap funds	Global	Large caps	2022-09-30
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global Large-Cap funds (year to date analysis as of 30th September, 2022) ? 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 Global Large-Cap funds for a fair view and efficient decision.. Current year to date 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 30 September 2012 to 30 September 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Global Large-Cap funds	Global	Large caps	2022-12-31
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global Large-Cap funds (yearly analysis as of 31st December, 2022) ? 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 Global 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 2012 to 31 December 2022. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Global Large-Cap funds	Global	Large caps	2023-03-31
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global Large-Cap funds (quarterly analysis as of 31st March, 2023) ? 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 Global Large-Cap funds for a fair view and efficient decision.. Current quarterly 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 March 2013 to 31 March 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Global Large-Cap funds	Global	Large caps	2023-06-30
Outperforming Portfolio Compass - Global Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Global Large-Cap funds (year to date analysis as of 30th June, 2023) ? 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 Global Large-Cap funds for a fair view and efficient decision.. Current year to date 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 30 June 2013 to 30 June 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Italy Large-Cap funds	Europe	Large caps	2023-06-30
Outperforming Portfolio Compass - Italy Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Italy Large-Cap funds (year to date analysis as of 30th June, 2023) ? 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 Italy Large-Cap funds for a fair view and efficient decision.. Current year to date 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 30 June 2013 to 30 June 2023. Past performance is no guarantee of future results. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
Performances	Italy Large-Cap funds	Europe	Large caps	2021-12-31
Outperforming Portfolio Compass - Italy Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Italy 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 Italy 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 : subscribe Already have an account ? Please log in