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Active vs. Passive 

The Alpha/Beta Allocator

Whether to choose an active, or a passive, fund for a particular market is a perennial question for investors. That’s why we built an interactive tool to help shine a light on where passive works best and where it might be worth paying more for an active manager’s skill.

Francois Millet Marlène Hassine Head of ETF Research



Alongside the tool, you can digest the data in our quarterly or annual reports. Written by Marlène Hassine, Head of ETF Research,  they dive deeper into the numbers that matter and what might have driven these results.

Read the report below 

Informed investor 

  • The Alpha/Beta Allocator Q3 2018                     
H1 2018

In summary

  • Get the equity alpha/beta allocation perspective-YTD 2018

          Read the quick summary document

Read more

  • Get the fixed income alpha/beta allocation perspective – YTD 2018          
Read the full analysis on active and passive performance

Source: Morningstar and Bloomberg data from 30/09/2008 to 28/09/2018. The figures relating to past performances refer to past periods and are not a reliable indicator for future results. This also applies to historical market data