F.A.Q

Who is BSD Investing?

BSD INVESTING, is the unique independent research firm providing reliable insights on active passive allocation for the European mutual fund industry.

What is BSD Investing mission?

Our conviction is that in addiction to asset allocation, including ESG funds and combining active and passive funds is key to enhance long term sustainable portfolio return.

Are there entrance, maintenance, rebalancing or closing fees?

There is no such kind of fees in our services. You only pay a fixed monthly fee depending on the subscription level chosen.

How much does it cost?

Please refer to our Subscription section.

Who can use BSD Investing?

Our offer is dedicated to professional investors. Fund selection department, quant research, together with product development team are main users. Middle office department can also access to our research for fund reporting needs.

What type of services BSD Investing offer?

BSD Investing offer access to an analysis platform in which you have access to comprehensive and relevant analysis of active vs passive fund performances across 31 universes. The analysis can be done on traditional mutual funds, but also best funds and ESG funds.

How many PCs can use a licence?

Each licence can only be used on one PC.

Are my data secure? What is your security policy?

In BSD Investing, we believe that security matters to everyone. We are all links in the chain, that’s why we encourage you to use strong password with our password policy.

We rely on protocols and products that had been proved to work for years, your data will transit through a secured connection and critical information are stored encrypted. In addition, please refer to BSD investing privacy policy for more information on personal data privacy.

I can not connect to my account. What can I do?

You can try to renew your password from here, lien : [adresse du site]/Identity/Account/ForgotPassword If your problem persists, don’t hesitate to contact us, you will receive quick answer. Please contact our support service (from 9am to 5 pm) at 33 1.75.57.24.77 by email at support@bsdinvesting.com

What asset classes do you analyze? What regions and market segments do you cover?

We currently analyze 31 Equity and Fixed Income categories for both active and passive funds. We cover all regions from developed and emerging markets, and many specific countries together with 11 market segments (Growth, Value for equity, High yield corporate bonds for fixed income for example).

How do you select the active & passive funds of a category?

We have developed a unique methodology based on very strict selection process to do fair comparison. Please refer to BSD investing approach where we detail our methodology.

What is the number of funds and assets under management covered by BSD Investing database?

BSD investing database is comprised of more than 11000 European domiciled active and passive mutual funds representing EUR4 trillion of assets under management.

Can I get help from a person if I have a question?

You can ask your question by email at contact@bsdinvesting.com or schedule a meeting with our Team by using our scheduler at the top of this page.

Are your Financial Advisors credentialed?

Our Associate Director General is a member of the SFAF (French Society for Financial Analyst), a professional association approved by the AMF (French Financial Market regulator). The information contained on the website is for educational and informational purposes ONLY. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person’s sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Can I pick individual active funds or ETFs through BSD Investing?

The information published on the website is not intended nor should it be considered an invitation or inducement to buy or sell a fund or funds noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell funds or funds noted within.

Does BSD Investing manage its own portfolios? What is the minimum amount to invest?

No, BSD Investing is an independent research company publishing information for educational and informational purposes only.