{"id":238126,"date":"2025-07-04T13:21:49","date_gmt":"2025-07-04T13:21:49","guid":{"rendered":"https:\/\/bm.dev.synology.me\/?p=238126"},"modified":"2025-07-04T13:21:49","modified_gmt":"2025-07-04T13:21:49","slug":"despre-ascensiunea-strategiilor-pasive-de-investitii-interesul-pentru-etf-uri-va-continua-performanta-fondului-nostru-bazat-pe-bet-o-depaseste-pe-ce-a-unor-etf-uri-regionale-spune","status":"publish","type":"post","link":"https:\/\/bm.dev.synology.me\/?p=238126","title":{"rendered":"Despre ascensiunea strategiilor pasive de investi\u0163ii: \u201eInteresul pentru ETF-uri va continua. Performan\u0163a fondului nostru bazat pe BET o dep\u0103\u015fe\u015fte pe ce a unor ETF-uri regionale\u201d, spune R\u0103zvan Pa\u015fol, Patria AM"},"content":{"rendered":"<p>\nETF-urile (exchange traded funds), fonduri tranzac\u0163ionate la burs\u0103 care replic\u0103, de obicei, structura unui indice general sau sectorial, c\u00e2\u015ftig\u0103 tot mai mult teren \u00een preferin\u0163ele investitorilor globali \u015fi rom\u00e2ni datorit\u0103 randamentelor superioare pe termen lung fa\u0163\u0103 de strategiile active, spune R\u0103zvan Pa\u015fol, CEO-ul administratorului de active Patria Asset Management, care gestioneaz\u0103 primul \u015fi cel mai mare astfel de fond de la Bursa de Valori Bucure\u015fti.<\/p>\n<p>\n\u201ePia\u0163a global\u0103 a ETF-urilor este \u00eentr-o cre\u015ftere accelerat\u0103 de mai mul\u0163i ani \u015fi cred c\u0103 acest trend va continua. Exist\u0103 un num\u0103r din ce \u00een ce mai mare de investitori care constat\u0103 c\u0103 investi\u0163iile administrate pasiv, care urm\u0103resc un indice, au performan\u0163e mai bune pe termen lung dec\u00e2t investi\u0163iile active, c\u00e2nd un administrator sau o persoan\u0103 caut\u0103 ac\u0163iuni individuale\u201d, afirm\u0103 el.<\/p>\n<p>\nFondul Deschis de Investi\u0163ii ETF BET-Patria TradeVille (simbol bursier TVBETETF), care replic\u0103 structura indicelui de referin\u0163\u0103 BET, are active de circa 500 mil. lei \u015fi \u00eenregistreaz\u0103 o cre\u015ftere de 16,5% de la \u00eenceputul anului, peste dinamica de 11,7% a benchmark-ului. Un alt fond administrat de Patria AM (PTENGETF), bazat pe indicele companiilor de energie \u015fi utilit\u0103\u0163i BET-NG, a crescut cu 15,9% \u00een 2025, fa\u0163\u0103 de 12,5% pe indice.<\/p>\n<p>\n\u201eVedem \u015fi \u00een Rom\u00e2nia acest interes, cu cre\u015fterea acestui ETF al nostru (pe BET \u2013 n.r.), a c\u0103rui performan\u0163\u0103 o dep\u0103\u015fe\u015fte cea a unor ETF-uri din Polonia sau Ungaria; nu mai zicem de \u0163\u0103ri care nici m\u0103car nu au o astfel de component\u0103, cum ar fi Cehia\u201d, continu\u0103 R\u0103zvan Pa\u015fol.<\/p>\n<p>\n\u00cen ultimul an s-au listat la BVB tot mai multe astfel de fonduri: unul bazat pe indicele BET-TRN, care presupune reinvestirea dividendelor, unul pe indicele de referin\u0163\u0103 al investitorilor institu\u0163ionali BET-BK, unul pe indicele BET-EF, unde sunt incluse companii de energie, utilit\u0103\u0163i \u015fi din sectorul financiar, iar altul pe principalul indice al pie\u0163ei de capital din Slovenia.<\/p>\n<p>\n\u201eVorbim de indici generali ai unor burse, dar posibil s\u0103 existe interes \u015fi pe anumite sectoare: IT, regenerabile etc. Cred c\u0103 este un domeniu pe care toat\u0103 lumea ar trebui s\u0103 \u00eel urm\u0103reasc\u0103. Oamenii nu ar trebui s\u0103 piard\u0103 oportunitatea investi\u0163iei la burs\u0103 cu o parte din economii\u201d, adaug\u0103 R\u0103zvan Pa\u015fol, invitat \u00eentr-o recent\u0103&nbsp;edi\u0163ie a emisiunii ZF Deschiderea de Ast\u0103zi.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ETF-urile (exchange traded funds), fonduri tranzac\u0163ionate la burs\u0103 care replic\u0103, de obicei, structura unui indice general sau sectorial, c\u00e2\u015ftig\u0103 tot mai mult teren \u00een preferin\u0163ele investitorilor globali \u015fi rom\u00e2ni datorit\u0103 randamentelor superioare pe termen lung fa\u0163\u0103 de strategiile active, spune R\u0103zvan Pa\u015fol, CEO-ul administratorului de active Patria Asset Management, care gestioneaz\u0103 primul \u015fi cel mai [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[9323,13269,427,7216,148,342,246,8789,10021,32896,17018,7633,372],"class_list":["post-238126","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-active","tag-administrator","tag-bet","tag-bursa","tag-bvb","tag-continuare","tag-crestere","tag-fond","tag-indice","tag-indicele-bet","tag-interes","tag-investitori","tag-performanta"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/238126","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=238126"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/238126\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=238126"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=238126"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=238126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}