๐ Do you know that 50% of European equity funds created less than 10 years ago outperformed passive funds?
In this research, we calculate the performances of active funds from the date they were either created or included in […]
๐ In 2020, the Covid 19 crisis benefited to both active and passive European sustainable funds
๐๐๐๐๐๐: Sustainable fund assets increased overall by 34% in 2020 vs 2019, rising to โฌ1.1trn at the end of December […]
๐ค Are active and passive studies distorted only by closet trackers?
In addition to what John Ions, Liontrust chief said in the FT article, I add that there are a number of unanswered […]
๐ค Is active management the only way to implement an ESG strategy?
The active passive confrontation in ESG has already started since a few years but may reach its apogee this year […]
LOOKING UNDER THE HOOD #3, Do we know all the truth on ESG data and ratings?
The AMF published a while ago, a mapping on non-financial data, the lifeblood of ESG investments. It highlights the key […]
๐คIn order to know whether passive investing have a pervasive, under-appreciated effect on the market, shouldnโt investors rely more on academic research findings?
In reaction to the FT article ‘ a theory of (almost) everthing on financial markets‘, I add that Academic research […]
๐ฅ ๐ฅ Hot news in the press
The head of the biggest passive bastion, the Norvegian sovereign-wealth fund, is advocating for a more balanced approach between active […]
โ [QUIZ] on the Covid 19 crisis impact on European sustainable mutual funds ๐ฏ
๐.๐๐จ ๐ฌ๐ฎ๐ฌ๐ญ๐๐ข๐ง๐๐๐ฅ๐ ๐๐ฎ๐ง๐๐ฌ ๐ซ๐๐ฉ๐ซ๐๐ฌ๐๐ง๐ญ ๐ ๐ฌ๐ข๐ ๐ง๐ข๐๐ข๐๐๐ง๐ญ ๐ฉ๐๐ซ๐ญ ๐จ๐ ๐ญ๐จ๐ญ๐๐ฅ ๐๐ฌ๐ฌ๐๐ญ๐ฌ ?๐๐๐ – Sustainable fund assets in Europe have risen above […]
โ โ [ QUIZ ] on the Covid 19 crisis impact on the European mutual fund flows ๐ฏ
๐ญ.๐๐๐ฏ๐ ๐ฆ๐ฎ๐ญ๐ฎ๐๐ฅ ๐๐ฎ๐ง๐ ๐๐ฅ๐จ๐ฐ๐ฌ ๐๐๐๐ซ๐๐๐ฌ๐๐ ๐๐ต๐ถ๐ ๐๐ฒ๐ฎ๐ฟ ?๐๐๐ – Year to date, equity and fixed income fund flows have seen […]
๐กInformation or disinformationโ #3
๐๐ข๐ ๐๐ ๐๐๐๐ ๐๐๐ญ๐ข๐ฏ๐ ๐ฏ๐ฌ ๐ฉ๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ๐๐ง๐๐ ๐ซ๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ ๐๐จ๐ง๐๐ข๐ซ๐ฆ ๐ญ๐ก๐ ๐๐๐ฅ๐ข๐๐ ๐ญ๐ก๐๐ญ ๐๐๐ญ๐ข๐ฏ๐ ๐๐ฎ๐ง๐ ๐ฆ๐๐ง๐๐ ๐๐ซ๐ฌ ๐๐ซ๐ ๐๐จ๐ข๐ง๐ ๐๐๐ญ๐ญ๐๐ซ ๐ข๐ง ๐ฅ๐๐ฌ๐ฌ […]