Standards Offers

Active/passive fund selection advisory

BSD Investing active/passive fund selection advisory offer €450/month/user. It includes 1 appointment/month with our experts in active/passive fund allocation and unlimited access to our proprietary database, and state-of-the-art interactive tool to get active/passive fund recommendation and leaderboards.

Model portfolio advisory​

BSD Investing & L’Allocataire model portfolios offer €900/month/user. It includes the access to the quarterly allocation grids of one model portfolio including arbitrage supporting documents as well as quarterly reports. This also gives access to our active/passive fund selection advisory.

On Demand Offers

On demand portfolio allocation solutions

A turnkey solution for implementing our portfolio allocations is also available via the discretionary management offers developed by our partner management companies​.

On demand consulting services​

Tailor-made solutions to fairly allocate between active/passive funds on constrained investment universes. On demand white paper publications on market structure and sector trends on the subject of active/passive funds.

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