Climate and ESG Strategies: The Performance Gap

2023 wasn’t the best year for ESG ETFs. How do we explain the performance gaps between ESG indices and traditional […]

Can we further discuss an ESG factor in light of its underperformance in 2022? How have ESG indices performed year to date in 2023, and what factors contributed to their performance? How has this influenced fund flows? Did the trend of transitioning to environmentally friendly portfolios persist in 2023?

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Can we continue talking of an ESG factor following 2022 underperformance? How ESG indices performed in 2023 year to date and why? What have been the impact on fund flows?   Did the greening of portfolios continue in 2023? We answer all those questions in this article and take an in-depth look to ESG (sustainable) market structure both for equity and fixed income assets with a split between index and non-index funds.  

BSD Investing has developed leaderboards allowing to rank funds based on its unique proprietary database aiming at giving a fair […]

Thematic funds have attracted investors’ interests due to their unique ability to tap into human’s innate need for stories.  Is […]

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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 […]

As seen in our article untitled, Adding Gold to portfolio: The When?, Gold offers an attractive potential of diversification when […]