img Newsletter: Active ETFs: The new Holy Grail ? – Q3 2023

Newsletter: Active ETFs: The new Holy Grail ? – Q3 2023

  Click here to subscribe to our newsletter – Thursday 20 July 2023 – Active ETFs: The new Holy Grail […]

  What place for active ETFs     in portfolio construction?      Food for thoughts   

What place for Active ETFs in investors’ portfolios?

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?

  Should smart beta or sector strategies     be prefered in 2022?      Food for thoughts   

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.

  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?

  Active funds vs ETFs:     BSD investing white paper for a fair choice     to build outperforming portfolios      Newsletter   

Newsletter – BSD Investing white paper

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?

  Active funds vs ETFs: Did Eurozone equity      funds benefit from the market recovery     In March 2022?      Newsletter   

Newsletter – Wednesday, 6th April 2022

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).