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🧭 News from the active/passive fund flow side in Europe: What has happened since the beginning of 2021?
YTD 2021, equity active fund flows reached a 5-year record high. In Europe, year to date, active fund flows dominate […]
👀 News from the flow side : What happened in April 2021 in Europe to sustainable funds ?
In April 2021, Sustainable mutual fund flows in Europe at €32bn were down 27% vs march 2021. Yet they continue […]
💡Did you know that equity active fund flows in Q1 2021 are already close to the total record flows of 2020 for the same category ?
In Q1 2021, equity active funds gathered €106bn of inflows vs €119bn for the whole 2020. 2020 was already a […]
👀 News from the flow side – #4 : What happened in Q1 2021 in Europe for sustainable funds ?
Sustainable mutual fund flows in Europe reached a record high at €129bn up 33% vs Q4 2020. Both active and […]
❓ ❓ Do you really know how 2020 compares to previous years when looking at the % of European active managers outperforming in 2020?
50% of European active managers outperformed in Morningstar active-passive barometer (year-end 2020). 54% of European equity active funds outperformed for […]
👀 News from the flow side # 3 : What happened in February 2021 to European mutal funds ?
In February 2021, mutual fund flows in Europe continued to be sustained close to the January level. The context was […]
Both active and passive funds have a role to play in portfolios
For once, we found in the FTAdvisor an article, ‘the passive perspective’ including multiple comments from end investors highlighting the […]
🤔Are concerns about the risks of passive investing the only reasons to shift from passive to active funds
According to my research, the decision to use one or the other is often a finely balanced one. The data […]
👀 News from the flow side #1 : What happened in January in Europe?
In January 2021, mutual fund flows in Europe continue to be very sustained despite stocks markets’ pauses and bond prices […]
🤔 What if high fees and underperformance were not the main drivers of US active fund outflows?
Academic research (Rabih Moussawi, Shen, Velthuis 2020) has revealed that tax efficiency is the main driver behind the migration in […]
