ETFGI reports assets invested in smart beta equity ETFs/ETPs listed globally reached a new record of US$607 billion at the end of July

LONDON - ETFGI, a 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 globally reached a new record of US$607 billion at the end of July 2017, according to data from ETFGI’s July 2017 global smart beta equity ETF and ETP industry insights report.

Record levels of assets were reached at the end of July for equity smart beta ETFs/ETPs listed globally with US$607.17 Bn, in the United States US$538.62 Bn, in Europe US$44.84 Bn, in Canada US$14.81 Bn and in Asia Pacific (ex-Japan) US$5.57 Bn.

In July 2017, smart beta equity ETFs/ETPs gathered net inflows of US$6.39 Bn. Combining market moves and net inflows, smart beta equity ETF/ETP assets have increased by 17.8% from US$515.22 Bn to US$607.17 Bn, with a 5-year CAGR of 31.9%.

At the end of July 2017, there were 1,264 smart beta equity ETFs/ETPs, with 2,159 listings, assets of US$607 Bn, from 154 providers on 40 exchanges in 33 countries.

“Most equity markets continued to see gains in July. The S&P 500 gained 2% with Telecom and Info Tech the top performing sectors, up 6% and 4%, respectively. International equities, and especially emerging markets, were up 3% and 6%, respectively. 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 621 ETFs/ETPs that are domiciled and listed in the United States and 76% of the assets are invested in 499 ETFs/ETPs that provide Smart Beta exposure to the US market.

iShares gathered the largest 'smart beta' ETF/ETP net inflows in July with US$1.53 Bn, followed by Vanguard with US$1.52 Bn and PowerShares with US$0.70 Bn net inflows.

Products tracking S&P Dow Jones 'smart beta' indices gathered the largest net ETF/ETP inflows in July with US$2.40 Bn, followed by CRSP with US$1.26 Bn and FTSE Russell with US$0.54 Bn 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.

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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