logo-BSD.svg
  What role for Smart Beta      in portfolio construction?      Newsletter   

Newsletter: What role for Smart Beta in portfolio construction?

What role for Smart Beta in portfolio construction?

logo-BSD.svg
  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?

logo-BSD.svg
  Should investors prefer      active or passive management?      Food for thoughts   

New elements in the active / passive fund debate

Jean Marie Catala and Arabelle Conte for AFG shared their view on the debate relying on BSD Investing research.

logo-BSD.svg
  Response to SPIVA and Morningstar      Food for thoughts   

Seeking a fair performance comparison between active and passive funds

Marlene Hassine Konqui, CEO of BSD Investing questions SPIVA and Morningstar methodologies to compare active vs passive fund performances

logo-BSD.svg
  How to fairly allocate between      active and passive funds?      Food for thoughts   

BSD Investing research: Issues and solutions 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?

logo-BSD.svg
img Webinar: Asset and Active vs Passive fund Allocation Outlook for 2022

Webinar: Asset and Active vs Passive fund Allocation Outlook for 2022

Discover Marlene Hassine Konqui new webinar on 2021 active fund vs ETF performance comparisons.

logo-BSD.svg
  Solutions to improve portfolio performance      Food for thoughts   

Does combining active management and ETFs improve portfolio performance?

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?

logo-BSD.svg
  Myths and errors in the active vs passive      management selection      Food for thoughts   

Passive vs active management: 3 myths from the CFA

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?

logo-BSD.svg
  False beliefs hampering      portfolio construction      Food for thoughts   

TOP 3 misconceptions in the active fund vs ETF debate

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.

logo-BSD.svg
img 👀 News from the flow side : What happened in May 2021 in Europe to sustainable funds ?

👀 News from the flow side : What happened in May 2021 in Europe to sustainable funds ?

In Europe, in May 2021, total sustainable fund flows decreased by 18% vs April 2021. Both equity and fixed income […]