ETFGI reports assets invested in Smart Beta ETFs and ETPs listed globally reach record high of US$696 billion at the end of January 2018

LONDON — February 23, 2018 — According to ETFGI’s January 2018 Smart Beta ETF and ETP industry insights report, a monthly report included in an annual paid-for research subscription service, assets invested in Smart Beta ETFs and ETPs listed globally reached a record high of US$696 billion at the end of January 2018, shattering the previous record of US$658 billion set at the end of 2017. (All dollar values in USD unless otherwise noted.)
 
Highlights

  • Assets invested in Smart Beta ETFs/ETPs listed globally increased by a record $37.8 Bn during January to reach a new high of $696 Bn
  • In January 2018, Smart Beta ETFs and ETPs listed globally saw net inflows of $9.43 Bn
  • Multi Factor smart beta products gathered the largest net inflows with $4.55 Bn, followed by Value Factor with $1.34 Bn

During January 2018 assets invested in Smart Beta ETFs/ETPs increased by $37.8 Bn, or 5.74%. According to ETFGI’s data this growth represents the greatest absolute monthly increase in assets on record. The previous record was set in March 2016, when assets grew by $31.9 Bn.

Comparison of assets in market cap, smart beta, other and active equity products


January 2018 also marked the 24th consecutive month of net inflows into Smart Beta ETFs and ETPs, with $9.43 Bn gathered during the month. The majority of these flows can be attributed to the top 20 Smart Beta ETFs/ETPs by net new assets, which collectively gathered $7.23 Bn in January 2018. The iShares Edge MSCI USA Momentum Factor ETF (MTUM US) on its own accounted for net inflows of $1.35 Bn.

Top 20 Smart Beta ETFs/ETPs by net new assets: Global


Multi Factor smart beta products gathered the largest net inflows with $4.55 Bn, followed by Value Factor products with $1.34 Bn and Performance/momentum factor products with $1.00 Bn. Investors have tended to invest in lower cost and momentum factor Smart Beta products in January.
 
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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.
 
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About Deborah Fuhr 
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.
 
Past awards for Ms Fuhr include she was the recipient of the 100 Women in Finance 2017 European Industry Leadership Award, the 2014 William F. Sharpe Lifetime Achievement Award for outstanding contributions to the field of index investing and she named one of the “100 Most Influential Women in Finance” by Financial News over several years, most recently in 2016.
 
Deborah Fuhr is a founder and board member of Women in ETFs “WE” a not for profit organization to connect, support and inspire Women and Men in the ETF ecosystem. WE has over 3,600 members in chapters around the world.
 
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