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  Have investors regain interest toward Smart      Beta and factor strategies so far this year?      Food for thoughts   

Factor or sector, active or index funds: who are the winners so far in 2022?

Have investors favoured factor or sector strategies in this chaotic context? What is the place of smart beta in investors’ portfolios?  Has the turbulent economic and financial context of 2022 called into question investors’ appetite for sustainable investing?  What happened in August on the flows?

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img Newsletter – focus Portfolio Construction

Newsletter – focus Portfolio Construction

BSD Investing, the independent expert in active/passive fund allocation and L’Allocataire, the independent expert in asset allocation, offer semimonthly, a regular update with the latest news about portfolio construction to help investors enhance portfolio returns.

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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?