Issues and solutions to build optimal portfolios

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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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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 :

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