ESG YTD performance and market structure
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.
😎Should the focus only be on mutual funds vs ETF?
The switch from mutual funds to ETFs is a good thing for investors that will be able to get the […]
Impact of the Covid 2019 on the AM industry flows in 2020, a comparison of US vs Europe
2020 passive fund flows were the winners in the US while active fund flows were the winners in Europe. In […]
❓ [QUIZ] on the Covid 19 crisis impact on European sustainable mutual funds 🎯
𝟏.𝐃𝐨 𝐬𝐮𝐬𝐭𝐚𝐢𝐧𝐚𝐛𝐥𝐞 𝐟𝐮𝐧𝐝𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭 𝐚 𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐭𝐨𝐭𝐚𝐥 𝐚𝐬𝐬𝐞𝐭𝐬 ?𝐘𝐄𝐒 – Sustainable fund assets in Europe have risen above […]
❓ ❓ [ QUIZ ] on the Covid 19 crisis impact on the European mutual fund flows 🎯
𝟭.𝐇𝐚𝐯𝐞 𝐦𝐮𝐭𝐮𝐚𝐥 𝐟𝐮𝐧𝐝 𝐟𝐥𝐨𝐰𝐬 𝐝𝐞𝐜𝐫𝐞𝐚𝐬𝐞𝐝 𝘁𝗵𝗶𝘀 𝘆𝗲𝗮𝗿 ?𝐘𝐄𝐒 – Year to date, equity and fixed income fund flows have seen […]
False belief #2 hampering portfolio construction optimisation
Confuse share in asset management with share in financial markets. This is a confusion often made. In fact, looking at […]