Issues and solutions to build optimal portfolios

Special issue

For investors, the decision to allocate to active or passive funds is critical in the context of broad portfolio construction considerations. It’s not an easy choice to make but financial research has proven that, ultimately, allocating efficiently between the two is crucial for portfolio performance.

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101 results

Type	Active & Passive funds universe	Region	Strategy	Period
Flows & AuM	All worldwide funds	Global		2021-12-31
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 31st December, 2021) ? All elements can be found in the following analysis : Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021) In Europe in 2021 active funds dominated the flows In 2021 active fund flows dominated at €616bn vs passive for €206bn funds. Total fund flows have seen an increase by 111% vs H2 of 2020. Equity active fund flows were above those of passive at €245bn vs €123bn respectively. This is in line with H2 of 2020. Total equity fund flows in 2021 were up 86% vs H2 of 2020. Total equity funds witnessed yearly record inflows over 5 years. Even in fixed income active funds dominated the flows with €196bn vs €80bn for passive funds. This is in line with H2 of 2020. Total fixed income fund flows were up 85% vs H2 of 2020. Passive funds still account for a limited part of the total in Europe mutual funds asset under management (22%). The percentage is higher for equity at 32%. Both active and passive fund assets have shown a strong increase compared to 2008 +10% p.a. and +19% p.a. respectively. In 2021 the trend is accelerating with +18% for active funds and +29% for passive funds. Active fund assets reach €9.7trn vs €2.7trn for passive funds. European mutual fund assets are up 20% vs 2020 and represent 29% of mutual funds worldwide. To discover the full report you need to be a subscriber Subscribe Already have an account ? Please log in
Other	Issues and solutions to build optimal portfolios
Are you interested in discovering more about us, our approach and our interactive tools ? All elements can be found in the following analysis : Special issue For investors, the decision to allocate to active or passive funds is critical in the context of broad portfolio construction considerations. It’s not an easy choice to make but financial research has proven that, ultimately, allocating efficiently between the two is crucial for portfolio performance. download
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in
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. To discover the full report you need to be a subscriber : subscribe Already have an account ? Please log in

Issues and solutions to build optimal portfolios

Issues and solutions to build optimal portfolios

Special issue

Discover the full analysis in the document below

Research Library

Type

Focus

Year

Strategy

Region

101 results

Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)

To discover the full report you need to be a subscriber

Special issue

Outperforming Portfolio Compass - China Large-Cap equity Active & Passive funds

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Outperforming Portfolio Compass - Emerging debt Lcl Ccy Active & Passive funds

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Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive funds

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Outperforming Portfolio Compass - Euro government bond Active & Passive funds

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Outperforming Portfolio Compass - Euro high-yield bond Active & Passive funds

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Outperforming Portfolio Compass - Euro inflation-linked bond Active & Passive funds

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Outperforming Portfolio Compass - Euro investment-grade bond Active & Passive funds

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Outperforming Portfolio Compass - Europe growth equity Active & Passive funds

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