Marlène Hassine-Konqui

Marlène Hassine-Konqui

Head of Lyxor ETF Research

Lyxor Asset Management


Zélia Cazalet

Zélia Cazalet

Quantitative Analyst

Lyxor Asset Management


Philippe Mitaine

Philippe Mitaine

Senior Fund Analyst


Analysing active & passive performance

27 Apr 2018

Active Strategies

Finding the right blend between active and passive in your portfolio wasn’t easy in 2017. A chaotic first few months suggest it won’t be any easier this year, but our annual analysis of the performance of 5,500+ European-domiciled active funds could help you put your money to work more effectively. Last year’s study shows active managers fared better in 2017 than in previous years – albeit their results were no better than the long-term average. The key highlights from the study include :

  • More than half (56%) of all active managers underperformed
  • Equity managers demonstrated the strongest improvement, with 47% outperforming
  • Fixed income managers also recaptured some lost ground, with 39% outdoing their benchmarks
  • Over 10 years the numbers are still disappointing however.


Retour en haut

Retour en haut