Newsletter: Gold in portfolio: the When, the Why and the How?

  Click here to subscribe to our newsletter – Wednesday 14 December 2022 – Gold in portfolio: the When, the […]

Investment vehicles to invest in crypto assets have seen an exponential growth since a few years. Those vehicles provide a […]

  Click here to subscribe to our newsletter – Tuesday 22 November 2022 – Crypto: to be or not to […]

  Click here to discover our offer. – Thursday 27 October 2022 – What role for Active ETFs in portfolio […]

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?

Marlene Hassine Konqui, member of the SFAF ETF commission, and Ahmed Khelifa, chairman of the ETF commission, provide an update on investor interest in Smart Beta strategies in the chaotic context of 2022, as well as their role in portfolio construction.

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?