Focusing on the fund benchmark & on fund performance over its life time make a huge difference
We show below the impact of calculating the % of active funds outperforming with & without these focuses. At BSD Investing, we strongly believe that this should be taken into account to have a fair view and to take efficient allocation decision.
Source: BSD Investing calculations, % of active funds outperforming passive over 10 years, Morningstar data from 31 Dec 2010 to 31 Dec 2020. For more information see BSD Investing approach.
“Finding the right benchmark is a key question to assess fund performance.”
Thierry Roncalli, head of quantitative research Amundi
Academic research has proven that combining active/passive funds in a portfolio is key to enhance performance. Yet the question of how allocating between the two investment styles has remained unresolved. Creating an allocation tool answer a real need for investors.
Serge Darolles – Finance Professor, head of Finance Masters, Université Paris Dauphine PSL
Select the right set of funds on the same investment universe/benchmark
Find comparable active and passive funds
Access to our refined data for a reliable comparison
Follow our indicators to arrive at a fair view
Use our active/passive fund allocation recommendations
An innovative & simple method to enhance portfolio performance
A wide range of universes on traditional and ESG European funds
Strict selection criteria to build fair active funds vs ETF performance comparisons
Independent views based on proprietary research and analysis