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

Research Library

ESG funds

All funds

Select your report

Type

Flows & AuM Performances Other

Focus

Global Universe

Year

Strategy

Region

262 results

Type	Active & Passive funds universe	Region	Strategy	Period
Performances	Spain Large-Cap funds	Europe	Large caps	2021-09-30
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 September, 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 September 2011 to 30 September 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	Switzerland Large-Cap funds	Europe	Large caps	2021-09-30
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 September, 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 September 2011 to 30 September 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	UK Large-Cap funds	Europe	Large caps	2021-09-30
Outperforming Portfolio Compass - UK Large-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 September, 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 September 2011 to 30 September 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	UK government bond funds	Europe	Govies	2021-09-30
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 September, 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 September 2011 to 30 September 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	US government bond funds	America	Govies	2021-09-30
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 September, 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 September 2011 to 30 September 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	US growth funds	America	Growth	2021-09-30
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 September, 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 September 2011 to 30 September 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	US high-yield bond funds	America	High Yield	2021-09-30
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 September, 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 September 2011 to 30 September 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 Large-Cap funds	Europe	Large caps	2021-06-30
Outperforming Portfolio Compass - Europe Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for Europe 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 Europe 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 : subscribe Already have an account ? Please log in
Flows & AuM	All worldwide funds	Global		2021-06-30
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 30th June, 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 30th June, 2021) In Europe in H1 2021 active funds dominated the flows In H1 2021 active fund flows dominated at €357bn vs passive for €110bn funds. Total fund flows have seen an increase by 20% vs H2 of 2020. Equity active fund flows were above those of passive at €171bn vs €75bn respectively. This is in line with H2 of 2020. Total equity fund flows in H1 2021 were up 24% vs H2 of 2020. Even in fixed income active funds dominated the flows with €101bn vs €34bn for passive funds. This is in line with H2 of 2020. Total fixed income fund flows were down 10% vs H2 of 2020. Passive funds still account for a limited part of the total in Europe mutual funds asset under management (21%). The percentage is higher for equity at 31%. Active fund assets reach €9.2trn vs €2.4trn for passive funds. European mutual fund assets are up 12% vs 2020 and represent 30% of mutual funds worldwide. To discover the full report you need to be a subscriber Subscribe Already have an account ? Please log in
Performances	US Large-Cap funds	America	Large caps	2021-06-30
Outperforming Portfolio Compass - US Large-Cap equity Active & Passive funds Are you interested in all the information to have a clear view on active/passive fund allocation for US 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 US 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 : subscribe Already have an account ? Please log in