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?
Jean Marie Catala and Arabelle Conte for AFG shared their view on the debate relying on BSD Investing research.
Marlene Hassine Konqui, CEO of BSD Investing questions SPIVA and Morningstar methodologies to compare active vs passive fund performances
What are the issues of existing active vs passive fund performance comparisons? What are the solutions? How to build optimal portfolios?
Discover Marlene Hassine Konqui new webinar on 2021 active fund vs ETF performance comparisons.
Is asset allocation the only crucial choice to build optimal portfolios? Can we prove that combining active funds and ETFs within portfolios improves performance? Are there any solutions on how to combine active management and ETFs?
What are the myths that prevent investors from making a rational choice between active funds and ETFs? Should investors nv stors focus only on average returns to make their choice? Is there a place for both active funds and ETFs in investors’ portfolios?
Can we trust with our eyes closed the figures available to investors comparing the performance of active management vs ETFs? Do they reflect all the opportunities available on the market to build your portfolio and outperform? Everything you always wanted to know about what’s behind the numbers.
In Europe, in May 2021, total sustainable fund flows decreased by 18% vs April 2021. Both equity and fixed income […]