Click here to subscribe to our newsletter – Thursday 20 July 2023 – Active ETFs: The new Holy Grail […]
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?
Active ETFs in Europe: A mirage of best of both worlds or an unknown reality? The truth is out there
What defines an active ETF? What value they may add to an asset allocation? Are Active ETFs similar in U.S and in Europe?
Active or index funds: have we seen a return to favor of Smart Beta strategies since the beginning of the year?
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.
What role for Smart Beta 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?
Marlene Hassine Konqui, CEO of BSD Investing questions SPIVA and Morningstar methodologies to compare active vs passive fund performances
What are the issues surrounding existing relative performance comparison calculations? What are the solutions to correct and improve the process? What is the contribution of this innovative approach and why the need to use it to build optimal portfolios?
What are the issues of existing active vs passive fund performance comparisons? What are the solutions? How to build optimal portfolios?
In March 2022, against a backdrop of a rebound in the equity market, Eurozone equity funds experienced massive outflows. Unlike the previous 2 months, these outflows affect both active and passive funds. However, since the beginning of the year, the outflows of passive funds remain half those of active funds: respectively -2.4 billion euros against -4.7 billion euros (Sources: BSD investing, Morningstar 31/3/22).