What share for active ETFs in investors’ portfolios worldwide? Are European portfolios following the same trend as those of American investors? What is the real place of active ETFs in investors’ portfolios?
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?
Have investors favored active management or ETFs in the third quarter of 2021? Do they prefer active management or ETFs to invest in sustainable funds? What about flows to traditional funds?
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.
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?
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?
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?
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?
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?
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?