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 :
To discover the full analysis
you need to be a subscriber
101 results
Type | Active & Passive funds universe | Region | Strategy | Period | Download | ||
---|---|---|---|---|---|---|---|
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) ? Active & Passive AuM & Flows overview for Worldwide domiciled funds (year to date analysis as of 31st December, 2021)
To discover the full report
|
|||||||
Other | Issues and solutions to build optimal portfolios | ||||||
Special issueFor 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. |
|||||||
Performances | China Large-Cap funds | Asia | Large caps | 2021-12-31 | |||
Outperforming Portfolio Compass - China Large-Cap equity Active & Passive fundsAre 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
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
|
|||||||
Performances | Emerging debt Lcl Ccy funds | Global | Govies | 2021-12-31 | |||
Outperforming Portfolio Compass - Emerging debt Lcl Ccy Active & Passive fundsAre 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
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
|
|||||||
Performances | Emerging markets Large-Cap funds | Global | Large caps | 2021-12-31 | |||
Outperforming Portfolio Compass - Emerging markets Large-Cap equity Active & Passive fundsAre 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
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
|
|||||||
Performances | Euro government bond funds | Europe | Govies | 2021-12-31 | |||
Outperforming Portfolio Compass - Euro government bond Active & Passive fundsAre 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
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
|
|||||||
Performances | Euro high-yield bond funds | Europe | High Yield | 2021-12-31 | |||
Outperforming Portfolio Compass - Euro high-yield bond Active & Passive fundsAre 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
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
|
|||||||
Performances | Euro inflation-linked bond funds | Europe | Inflation-linked | 2021-12-31 | |||
Outperforming Portfolio Compass - Euro inflation-linked bond Active & Passive fundsAre 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
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
|
|||||||
Performances | Euro investment-grade bond funds | Europe | Investment-grade | 2021-12-31 | |||
Outperforming Portfolio Compass - Euro investment-grade bond Active & Passive fundsAre 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
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
|
|||||||
Performances | Europe growth funds | Europe | Growth | 2021-12-31 | |||
Outperforming Portfolio Compass - Europe growth equity Active & Passive fundsAre 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
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
|