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Newsletter – BSD Investing white paper
What are the issues surrounding existing relative performance comparison calculations? What are the solutions to correct and improve the process? What is the contribution of this innovative approach and why the need to use it to build optimal portfolios?
BSD Investing research: Issues and solutions to build optimal portfolios
What are the issues of existing active vs passive fund performance comparisons? What are the solutions? How to build optimal portfolios?
Active vs passive funds: what did investors do during the first half of 2022?
How to analyse what investors have done during this turbulent semester in the financial markets? Did they prefer active management or passive management? Is this a harbinger of a change in trend, or just a temporary rebalancing after two years marked by the Covid 9 pandemic?
Active funds vs ETFs: Are investors’ portfolios more sustainable?
Did investors continue to focus on active management or ETFs for sustainable investments in the first quarter of 2022? Article 8 or 9 sustainable funds: where are the assets of ETFs vs active funds? Is the increase of sustainable fund assets accompanied by a change in fund benchmarks?
Newsletter – Wednesday, 6th April 2022
In March 2022, against a backdrop of a rebound in the equity market, Eurozone equity funds experienced massive outflows. Unlike the previous 2 months, these outflows affect both active and passive funds. However, since the beginning of the year, the outflows of passive funds remain half those of active funds: respectively -2.4 billion euros against -4.7 billion euros (Sources: BSD investing, Morningstar 31/3/22).
Active funds vs ETFs: in a context of geopolitical crisis, what allocation choices did investors make?
Did investors prefer active management or ETFs in February 2022? In which geographical areas or strategies have the flows been concentrated? What impact for portfolio construction?
Active funds vs ETFs: Did Eurozone equity funds benefit from the market recovery in March 2022?
Did investors favour active management or ETFs on Eurozone equities in March 2022? How have active funds vs. ETFs performed in this segment? What impact for portfolio construction?
Active funds vs ETFs: Where have bond investors been taking refuge since the beginning of the year?
Have investors favoured active management or bond ETFs in early 2022? How have active funds vs. ETFs performed in this segment? What impact for portfolio construction?
Webinar: Asset and Active vs Passive fund Allocation Outlook for 2022
Discover Marlene Hassine Konqui new webinar on 2021 active fund vs ETF performance comparisons.
Active Funds vs ETFs: what performance in emerging markets since the beginning of the year?
Have investors favoured active management or ETFs to invest in emerging equity markets since the beginning of the year? How have active funds vs. ETFs performed in this segment? How to improve portfolio constructio
