img Newsletter – BSD Investing white paper

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?

  Active funds vs ETFs: Did Eurozone equity      funds benefit from the market recovery     In March 2022?      Newsletter   

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).

  Focus on European equity     Active funds vs ETFs       Food for thoughts   

Active funds vs ETFs: what is happening to European equity funds since the beginning of 2022?

Have investors favoured active management or ETFs on European equity funds at the beginning of 2022? How have active funds vs. ETFs performed in this segment? What impact for portfolio construction?


Latest webinar: Why choosing between active funds and ETFs

Marlene Hassine Konqui latest webinar on the topic showing the interest of combining active funds with ETF to enhance portfolio performance. (You can active english subtitles to view the translation)

img ETF / Active management: between myths and reality

ETF / Active management: between myths and reality

Marlène Hassine Konqui, member of the SFAF ETF commission , discusses the myths in this debate, which prevent optimal investment decisions from being made.


Searching for the grail to build all-weather portfolios

 Amin Rajan in the Financial Time highlights that “institutional investors have moved on by embarking on a “third way” that […]