Newsletter: Active ETFs: The new Holy Grail ? – Q3 2023

  Click here to subscribe to our newsletter – Thursday 20 July 2023 – Active ETFs: The new Holy Grail […]

The year 2022 has been a difficult year for fixed income funds both in terms of flows and performances due to the central bank regime shift and interest rates hikes. Are fund performances improving at the start of 2023? Is there a trend reversal in flows since the end of 2022? Which of index or non-indexed funds are favoured by investors in this asset class?  

For the full year 2022, 36% of active managers outperformed passive management. This figure masks a contrasting situation throughout the […]

What share for active ETFs in investors’ portfolios worldwide? Are European portfolios following the same trend as those of American investors? What is the real place of active ETFs in investors’ portfolios?

What defines an active ETF? What value they may add to an asset allocation? Are Active ETFs similar in U.S and in Europe?

Marlene Hassine Konqui, member of the SFAF ETF commission, and Ahmed Khelifa, chairman of the ETF commission, provide an update on investor interest in Smart Beta strategies in the chaotic context of 2022, as well as their role in portfolio construction.

What role for Smart Beta in portfolio construction?

Have investors favoured factor or sector strategies in this chaotic context? What is the place of smart beta in investors’ portfolios?  Has the turbulent economic and financial context of 2022 called into question investors’ appetite for sustainable investing?  What happened in August on the flows?

Have investors favored active management or ETFs in the third quarter of 2021? Do they prefer active management or ETFs to invest in sustainable funds? What about flows to traditional funds?

Marlene Hassine Konqui, CEO of BSD Investing questions SPIVA and Morningstar methodologies to compare active vs passive fund performances