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  Should investors prefer      active or passive management?      Food for thoughts   

New elements in the active / passive fund debate

Jean Marie Catala and Arabelle Conte for AFG shared their view on the debate relying on BSD Investing research.

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  What sustainability objective can be     reached through ETF ?      Food for thoughts   

ETF’s Sustainability is gathering momentum

The ETF market is seeing the surge of a wave of responsible investments. The development of ESG ETF has been […]

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  Active vs passive funds:     what investors did during H1 2022?      Food for thoughts   

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?  

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  Do sustainable active funds vs ETFs     continue to attract inflows      in Q1 2022      Sustainable Flows   

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?

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  Focus on Eurozone     equity funds      Food for thoughts   

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?

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  Positive flows into      passive funds in February 2022      Flows   

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?

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  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?

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  Should you prefer ETFs or     active funds to invest in      bond markets?      Food for thoughts   

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?

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  Focus on equity emerging      market funds      Food for thoughts   

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

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  Passive funds captured the majority of flows     in january 2022      Flows   

Active Funds vs ETFs: where did the flows in Europe go in January 2022?

Have investors favoured active management or ETFs to invest in bear markets?   Have they changed their preference between active management and ETFs at the beginning of 2022 to invest in sustainable funds?   What can we learn from these flows to improve portfolio construction?