ETFGI Subscription Services

ETFGI Services:

  • ETFGI Consulting Services 
  • ETFGI Custom reports and analysis
  • ETFGI Basic Global ETFs and ETPS research service
  • ETFGI Annual Review of Institutions & Mutual Funds that use ETFs and ETPs 
  • ETFGI Global Active ETF ETFs and ETPs Landscape report
  • ETFGI Global Smart Beta Equity ETF ETFs and ETPs Landscape report
  • ETFGI Global Currency Hedged ETFs and ETPs Landscape report
  • ETFGI Global Leveraged and Inverse ETFs and ETPs Landscape report
  • ETFGI Emerging Markets & Frontier Markets ETFs and ETPs Landscape report
  • ETFGI China ETFs and ETPs Landscape report
  • ETFGI Weeky Newsletter - Free Version
  • ETFs Global Markets Roundtable Events 2018
     

Below is a short description of the services. We welcome your feedback and suggestions on our current research as well as suggestions for new research.

  • ETFGI Consulting Services 

We can help you from data and analytics to bespoke research products. We, our associates and trusted industry partners have experience on all aspects of the exchange traded ecosystem from product development, distribution and capital markets to regulatory and taxation considerations at a global, regional and individual country level. Our clients include regulators, promoters, distributors and investors. To see how we can assist you, please contact us.
 

  • ETFGI Basic Global ETFs and ETPS research service

The service includes:

  • The detailed ETFGI Global ETF and ETP monthly Insights report which contains over 350 pages of charts and analysis covering all ETFs and ETPs listed globally, rankings of the issuers, index providers, exchanges, brokerage firms. The monthly report provides a review of trends globally, in Europe, in the United States, in Canada, Asia Pacific ex Japan, in Japan, Middle East and Africa, and in Latin America. The report looks at net new asset flows by and within asset class, provider rankings and flows, index provider rankings and flows, broker rankings, new launches, delisting’s, fee analysis for ETFs and for ETFs and ETPs combined. At the end of August 2017, the Global ETF/ETP industry had 7,019 ETFs/ETPs, with 13,199 listings, assets of US$4.364 trillion, from 331 providers on 70 exchanges in 56 countries.
  • The ETFGI monthly directory of all ETFs and ETPs listed globally in pdf approx. 300 pages.
  • A web tool accessible through our website allows users to have access to search,  view and compare ETFs and ETPs listed globally. 
    Contact us to subscribe
  • ETFGI Annual Review of Institutions & Mutual Funds that use ETFs and ETPs 

This annual report looks at global investors in ETFS/ETPs listed around the world in the prior year. We discuss the trends in the use of ETFS and ETPs by institutional investors based on an analysis of the ThomsonReuters/Lipper database of regulatory filings from over 70 countries and mutual fund holdings. Our analysis found 4,450 institutional investors in 53 countries and 8,477 mutual funds in 50 countries reported owning at least one ETF or ETP in 2016. Our report discusses the trends in institutional ownership by country and firm type and provides details on the individual firm names showing how many different ETFs/ETPs they held (in aggregate, split by asset class) as well as the dollar value held with the ability to drill down to see which ETFs/ETPs were held by an institution or mutual fund. Contact us to subscribe

  • ETFGI Global Active ETF Landscape Annual Report Service 

The service provides a detailed monthly report which contains over 60 pages of charts and analysis covering all Active ETFs and ETPs including ETMFs listed globally. The monthly report provides a review of trends globally, in Europe, in the United States, in Canada, Asia Pacific ex Japan, in Japan for: providers, products, net new asset flows, fees etc.
Contact us to subscribe   

  • ETFGI Global Smart Beta ETF Landscape Annual Report Service 

The service provides a detailed monthly report which contains over 300 pages of charts and analysis covering Smart Beta equity ETFs and ETPs listed globally. The monthly report provides a review of trends globally, in Europe, in the United States, in Canada,  Asia Pacific ex Japan, in Japan for: providers, products, net new asset flows, fees etc.
Contact us to subscribe 

  • ETFGI Global Currency Hedged ETFs and ETPs Landscape report 

The service provides a detailed monthly overview of currency-hedged ETFs detailing where they are listed, the assets under management in the products listed globally. 
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  • ETFGI Global Leveraged and Inverse ETFs and ETPs Landscape report

This service provides an overview of global Leveraged / Inverse ETFs and ETPs. At the end of August 2017, the Global leveraged/inverse ETF/ETP industry had 845 ETFs/ETPs, with assets of US$75 Bn. Of these 845 ETFs/ETPs, 419 were leveraged products, with assets of US$41 Bn while 234 were inverse listings, with assets of US$17 Bn and 192 were leveraged inverse with assets of US$17 Bn. 
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  • ETFGI Emerging Markets & Frontier Markets ETFs and ETPs Landscape report

The report provides an overview of EM and FM ETFs at the end of Q2 2017 detailing  where they are listed, the assets under management in the products listed in the local EM and FM markets compared to EM and FM products listed in developed markets in Europe and the US.
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  • ETFGI China ETFs and ETPs Landscape report

This report provides insights into foreign and Chinese listings with exposure to China. It includes providers ranking by assets and top 20 ETFs/ETPs by assets.
At the end of August 2017, the Global ETF/ETP industry providing exposure to China had 296 ETFs/ETPs, with 424 listings, assets of US$64 Bn. Of these 296 ETFs/ETPs, 116 were listed in China, with assets of US$29 Bn while 180 were foreign listings, with assets of US$35 Bn. 
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  • ETFGI Weekly Newsletter - Free Version

We are pleased to inform you that we have created a premium version of the ETFGI Weekly Newsletter for our clients that are subscribers to our paid for research services or have paid for an annual subscription to recieve the premium newsletter. This version provides details on global people moves, regulatory filings to launch new ETFs, and more industry news and industry events. 
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  • ETFs Global Markets Roundtable events

The ETFs Global Markets Roundtable events are a series of conferences organised by ETFGI and Capital Markets Strategies. Our first event took place in June 2017 in New York City. In 2018 ETFs Global Markets Roundtable conferences were held in London on April 19 (covering EMEA), New York on May 15 (covering USA/Latin America), and Toronto on May 31 (covering Canada). The events offer an opportunity for a substantive and in-depth discussion about the liquidity, trading, technological and regulatory developments impacting ETFs in the respective jurisdictions.

The links to our prior events are below:
London  
New York  
Toronto   

The events are designed to provide the opportunity for buyside traders and portfolio managers from the institutional investor community, as well as other market participants and professionals involved in the ETF space, to hear current thoughts from industry leaders on ETF trends, market structure and regulation, and obtain a better understanding of how to trade and use ETFs, and of the impact that ETFs have on the markets and market structure.

Free registration for qualified institutional buyside portfolio managers and traders and for financial advisors. 

If you are interested in sponsorship or participation at the conference, please contact Deborah Fuhr at [email protected]