Assets invested in smart beta equity ETFs/ETPs listed globally reached a new record high US$534 billion, end of January 2017

 
London February 28, 2017 - ETFGI, the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in smart beta equity ETFs/ETPs listed in globally reached a new record high US$534 billion at the end of January 2017, according to data from ETFGI’s January 2017 global smart beta equity ETF and ETP industry insights report.
 
Record levels of assets were reached at the end of January for equity smart beta ETFs/ETPs listed globally with US$534.06 Bn, in the United States with US$476.85 Bn, in Europe with US$36.82 Bn, in Canada with US$12.92 Bn and in Asia Pacific (ex-Japan) with US$4.73 Bn.
 
In January 2017, smart beta equity ETFs/ETPs gathered net inflows of US$10.69 Bn. Combining market moves and net inflows, smart beta equity ETF/ETP assets have increased by 26.7% from US$421.58 Bn to US$534.06 Bn in January, with a 5-year CAGR of 30.6%.
 
At the end of January 2017, there were 1,208 smart beta equity ETFs/ETPs, with 2,034 listings, assets of US$534 Bn, from 150 providers listed on 37 exchanges in 32 countries.
 
“Investors favour equities over commodities and fixed income during January as equity markets had a good start to 2017. Developed markets outside the US and emerging markets showed strong performance in January up 3.2% and 5.1% respectively while the S&P 500 index was up 1.9% and the DJIA index was up 0.6% in January,” according to Deborah Fuhr, managing partner and co-founder of ETFGI.
 
89% of Smart Beta assets are invested in the 606 ETFs/ETPs that are domiciled and listed in the United States and 78% of the assets are invested in the 477 ETFs/ETPs that provide Smart Beta exposure to the US market. 
 
iShares gathered the largest 'smart beta' ETF/ETP net inflows in January with US$3.82 Bn, followed by PowerShares with US$1.31 Bn and Vanguard with US$1.28 Bn net inflows.
 
Products tracking S&P Dow Jones 'smart beta' indices gathered the largest net ETF/ETP inflows in January with US$5.16 Bn, followed by MSCI with US$1.14 Bn and CRSP with US$1.09 Bn net inflows.

Please contact deborah.fuhr@etfgi.com if you would like to discuss subscribing to ETFGI’s research or consulting services.

Please visit our free website www.etfgi.com to register for our Weekly Newsletter and updates, to find ETFGI Press Releases on ETF/ETP industry trends, daily postings of some of the top articles from financial publications around the world in the Industry News tab, details of upcoming Events, monthly videos on industry trends in Views, our twitter feed @etfgi, and to use our directory of firms in the ETF Ecosystem. You are invited to join our group "ETF Network" on Linkedin.

Attribution Policy: The information contained herein is proprietary. The media is welcome to use our information and ideas, provided that the following sourcing is included: ETFGI the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, based in London, England. Deborah Fuhr, Managing Partner, co-founder, ETFGI website www.etfgi.com.

About ETFGI

ETFGI the leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem. Launched in 2012 by Deborah Fuhr and partners in London the firm offers paid for research subscription services. ETFGI currently offers. The 1) ETFGI annual research service provides monthly reports on trends in the global ETF and ETP industry, access to the ETFGI database of all ETFs/ETPs listed globally with factsheets which are updated monthly, 2) ETFGI annual review of institutions and mutual funds globally that use ETFs and ETPs listed globally, 3) Active ETF landscape report service provides monthly reports on trends, 4) Smart Beta ETF Landscape report service provides monthly reports on trends, 5) ETFGI EM and FM landscape report, and 6) the ETFGI weekly newsletter which is a free subscription for registered investment professionals. 

Deborah Fuhr is the managing partner and co-founder of ETFGI, she previously served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. Fuhr also worked as a managing director and head of the investment strategy team at Morgan Stanley in London from 1997 – 2008, and as an associate at Greenwich Associates.  

Below is a link to a video which provides overviews of our website www.etfgi.com

ETFGI Website Tour (7 minutes)

Contact:

Deborah Fuhr
Managing Partner
ETFGI
Mobile: +44 777 5823 111
Email: deborah.fuhr@etfgi.com