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

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 […]

  Fixed Income Active funds vs ETF flows      Flows   

Fixed Income Active funds vs ETF flows & performances: who is the winner in 2022 and so far in 2023? 

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?  

  What place for active ETFs     in portfolio construction?      Food for thoughts   

What place for Active ETFs in investors’ portfolios?

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?

  Should smart beta or sector strategies     be prefered in 2022?      Food for thoughts   

Active or index funds: have we seen a return to favor of Smart Beta strategies since the beginning of the year?

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.

  Have investors regain interest toward Smart      Beta and factor strategies      so far this year?      Food for thoughts   

Factor or sector, active or index funds: who are the winners so far in 2022?

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?

  Active funds vs ETFs : what have investors     favored so far in 2021?      Flows   

Active funds vs ETFs in Europe: flow review so far in 2021

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?