BSD INVESTING Parole d'Expert

pdf cover
Special issue
Dans 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.
Discover the full analysis in the document below

Research Library

Select your report

Type

Focus

Year

All years
2023
2022
2021
2020
2019

Strategy

-- Equity --
-
All Equity
Large caps
Growth
Mid Caps
Small caps
Value
-- Fixed income --
-
All Fixed income
Govies
High Yield
Inflation-linked
Investment-grade
Aggregate
Corporate

Region

-- Europe --
-
Region Europe
France
Germany
Italy
Spain
Switzerland
UK
-- America --
-
Region America
US
-- Asia --
-
Region Asia
China
Japan
India
-- Global --
-
Region Global

262 results

Type Active & Passive funds universe Region Strategy Period Download
Performances Euro investment-grade bond funds Europe Investment-grade 2021-06-30
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 (year to date analysis as of 30th June, 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 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances Global Large-Cap funds Global Large caps 2021-06-30
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, 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 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances Italy Large-Cap funds Europe Large caps 2021-06-30
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, 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 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances Spain Large-Cap funds Europe Large caps 2021-06-30
Outperforming Portfolio Compass - Spain Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Spain Large-Cap funds (year to date analysis as of 30th June, 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 Spain 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances Switzerland Large-Cap funds Europe Large caps 2021-06-30
Outperforming Portfolio Compass - Switzerland Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Switzerland Large-Cap funds (year to date analysis as of 30th June, 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 Switzerland 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances UK Large-Cap funds Europe Large caps 2021-06-30
Outperforming Portfolio Compass - UK All-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for UK Large-Cap funds (year to date analysis as of 30th June, 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 UK 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances UK government bond funds Europe Govies 2021-06-30
Outperforming Portfolio Compass - UK government bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for UK government bond funds (year to date analysis as of 30th June, 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 UK government bond 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances US government bond funds America Govies 2021-06-30
Outperforming Portfolio Compass - US government bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US government bond funds (year to date analysis as of 30th June, 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 US government bond 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances US growth funds America Growth 2021-06-30
Outperforming Portfolio Compass - US growth equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US growth funds (year to date analysis as of 30th June, 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 US growth 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?

Performances US high-yield bond funds America High Yield 2021-06-30
Outperforming Portfolio Compass - US high-yield bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US high-yield bond funds (year to date analysis as of 30th June, 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 US high-yield bond 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 2011 to 30 June 2021. Past performance is no guarantee of future results.
To discover the full report
you need to be a subscriber :

Already have an account ?