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 US investment-grade bond funds America Investment-grade 2021-06-30
Outperforming Portfolio Compass - US investment-grade bond Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US 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 US 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 US Small-Cap funds America Small caps 2021-06-30
Outperforming Portfolio Compass - US Small-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US Small-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 Small-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 US value funds America Value 2021-06-30
Outperforming Portfolio Compass - US value equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for US value 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 value 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 Japan Large-Cap funds Asia Large caps 2021-06-30
Outperforming Portfolio Compass - Japan All-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, 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 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 Germany Large-Cap funds Europe Large caps 2021-06-30
Outperforming Portfolio Compass - Germany Large-Cap equity Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Germany 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 Germany 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 Global inflation-linked bond EUR hedged funds Global Inflation-linked 2021-06-30
Outperforming Portfolio Compass - Global inflation-linked bond EUR hedged Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Global inflation-linked bond EUR hedged 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 inflation-linked bond EUR hedged 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 corporate bond EUR hedged funds Global Corporate 2021-06-30
Outperforming Portfolio Compass - Global corporate bond EUR hedged Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for Global corporate bond EUR hedged 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 corporate bond EUR hedged 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 All European funds Global 2021-06-30
Outperforming Portfolio Compass - European Active & Passive funds

Are you interested in all the information to have a clear view on active/passive fund allocation for European domiciled 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 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 China Large-Cap funds Asia Large caps 2021-06-30
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 (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 China 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 Emerging debt Lcl Ccy funds Global Govies 2021-06-30
Outperforming Portfolio Compass - Emerging debt 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 (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 Emerging debt Lcl Ccy 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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