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.

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	Italy Large-Cap funds	Europe	Large caps	2022-06-30
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, 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 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 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	Italy Large-Cap funds	Europe	Large caps	2022-09-30
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 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 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 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	Italy Large-Cap funds	Europe	Large caps	2022-12-31
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, 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 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 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	Italy Large-Cap funds	Europe	Large caps	2023-03-31
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 (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 Italy 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	Japan Large-Cap funds	Asia	Large caps	2021-12-31
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Japan 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 Japan 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	Japan Large-Cap funds	Asia	Large caps	2022-06-30
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Japan 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 Japan 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	Japan Large-Cap funds	Asia	Large caps	2022-09-30
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Japan 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 Japan 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	Japan Large-Cap funds	Asia	Large caps	2022-12-31
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Japan 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 Japan 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	Japan Large-Cap funds	Asia	Large caps	2023-03-31
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Japan 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 Japan 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	Japan Large-Cap funds	Asia	Large caps	2023-06-30
Outperforming Portfolio Compass - Japan Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Japan 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 Japan 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