ESG YTD performance and market structure 

Can we further discuss an ESG factor in light of its underperformance in 2022? How have ESG indices performed year to date in 2023, and what factors contributed to their performance? How has this influenced fund flows? Did the trend of transitioning to environmentally friendly portfolios persist in 2023?

For the full year 2022, 36% of active managers outperformed passive management. This figure masks a contrasting situation throughout the […]

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?

Did investors continue to focus on active management or ETFs for sustainable investments in the first quarter of 2022? Article 8 or 9 sustainable funds: where are the assets of ETFs vs active funds? Is the increase of sustainable fund assets accompanied by a change in fund benchmarks?

Did investors favour active management or ETFs on Eurozone equities in March 2022?  How have active funds vs. ETFs performed in this segment?  What impact for portfolio construction?

Have investors favoured active management or ETFs on European equity funds at the beginning of 2022? How have active funds vs. ETFs performed in this segment? What impact for portfolio construction?

Have investors favoured active management or bond ETFs in early 2022?  How have active funds vs. ETFs performed in this segment?  What impact for portfolio construction?

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

Have investors favoured active management or ETFs to invest in emerging equity markets since the beginning of the year?   How have active funds vs. ETFs performed in this segment?  How to improve portfolio constructio