ETFGI reports assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record of 592 billion US dollars at the end of the first half of 2017

ETFGI reports assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record of 592 billion US dollars at the end of the first half of 2017

LONDON — July 31, 2017 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record of US$592 billion at the end of the first half of 2017, according to ETFGI’s June 2017 global smart beta equity ETF and ETP industry insights report an annual paid for research subscription service. 

Year to date through end of June 2017, smart beta equity ETF/ETP assets have increased by 14.9% from US$515 Bn to US$592 Bn, with a 5-year CAGR of 31.9%.

At the end of June 2017, there were 1,255 smart beta equity ETFs/ETPs, with 2,159 listings, assets of US$592 Bn, from 153 providers on 39 exchanges in 32 countries.

“Equity markets have performed well in the first half of 2017: the S&P 500 gained 9.34%, international equity markets outside the US were up 14.27% and emerging markets were up 16.69%. Political risks remain a focus for investors - the ability of the Trump administration to move forward on policy goals and hearings on Capitol Hill, Brexit negotiations, and North Korea is still an area of concern.” According to Deborah Fuhr, managing partner at ETFGI.

89% of Smart Beta assets are invested in the 617 ETFs/ETPs that are domiciled and listed in the United States and 76% of the assets are invested in Smart Beta ETFs/ETPs that provide exposure to the US market. 
 
YTD, iShares gathered the largest 'smart beta' ETF/ETP net inflows with US$13.18 Bn, followed by Vanguard with US$7.81 Bn and Charles Schwab Investment Management with US$4.46 Bn net inflows.

YTD, products tracking S&P Dow Jones 'smart beta' benchmarks gathered the largest net ETF/ETP inflows year to date with US$11.62 Bn, followed by CRSP with US$6.78 Bn and MSCI with US$6.31 Bn in net inflows.

Please contact deborah.fuhr@etfgi.com if you would like to discuss the cost to subscribe to any of ETFGI’s  research or consulting services. 

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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 is a 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 is an independent research and consultancy firm launched in 2012 in London offering consulting services and paid for research subscription services. Our service is the only global offering of monthly reports covering each region of the world where ETFs, ETPs are listed, a monthly directory and monthly fact sheets along with a database covering all global products plus you receive insights from us.   
 
Previously Deborah Fuhr served as global head of ETF research and implementation strategy and as a managing director at BlackRock/Barclays Global Investors from 2008 – 2011. She 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. 
 
She has been working with investors, ETF, ETP providers, index providers, exchanges, MMs and APs, regulators, trade associations, custodians, law firms, accounting firms around the world since 1997. ETFGI is honored to count as our research and consulting clients some of the leading firms in the ETF Ecosystem around the world as well as some new entrants and firms that are considering entering the ETF, ETP industry.
 
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Note to editors
ETFs are typically open-ended, index-based funds, with active ETFs accounting for 1.1% market share. They can be bought and sold like ordinary shares on a stock exchange and offer broad exposure across developed, emerging and frontier markets, equities, fixed income and commodities. ETFs are used widely by institutional investors and increasingly by financial advisors and retail investors to:

  • equitize cash
  • implement diversified exposure to a market
  • comprise a core or satellite investment
  • be a long term strategic investment
  • implement tactical adjustments to portfolios
  • use as building blocks to create entire portfolios
  • allow investors to hedge the market
  • use as an alternative to futures and other derivative products

Exchange Traded Products (ETPs) are products that have similarities to ETFs in the way they trade and settle but do not use an open-end fund structure. The use of other structures including unsecured debt, grantor trusts, partnerships, and commodity pools by ETPs can, in addition to a significantly different risk profile, create different tax and regulatory implications for investors when compared to ETFs, which are funds.

Contact:
Deborah Fuhr
Managing Partner
ETFGI
Mobile: +44 777 5823 111
Email: deborah.fuhr@etfgi.com
Web: www.etfgi.com
Twitter: @deborahfuhr
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