ETFGI reports assets invested in Smart Beta ETFs and ETPs listed globally decreased by 0.96% during March 2018
LONDON — May 8, 2018 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that assets invested in Smart Beta ETFs and ETPs listed globally decreased by US$6.19 Bn during March 2018. The decrease of 0.96% from US$647.56 Bn at the end of February 2018 to US$641.38 Bn at the end of March, also represents the lowest growth in assets since February 2018, when assets decreased by 3.74% from US$672.69 Bn to US$647.56 Bn. (All dollar values in USD unless otherwise noted.)
- Due to market moves the assets invested in Smart Beta ETFs/ETPs listed globally decreased by 0.96%, or $6.19 Bn, during March to $641.38 Bn
- Net new assets gathered by Smart Beta ETFs/ETPs listed globally were $4.65 Bn, the highest monthly net inflows since January 2018, which had $9.79 Bn
- March 2018 marked the 26th consecutive month of net inflows into Smart Beta ETFs/ETPs listed globally
According to ETFGI’s March 2018 Smart Beta ETF and ETP industry insights report, an annual paid-for research subscription service, Smart Beta ETFs and ETPs listed globally also gathered $4.65 Bn in net inflows, the highest monthly amount since January 2018 when net inflows were $9.79 Bn. Year-to-date 2018 net inflows are at $17.05 Bn, which is less than the $20.29 Bn in net inflows at this point last year.
Comparison of assets in market cap, smart beta, other and active equity products
At the end of March 2018, there were 1,273 Smart Beta ETFs/ETPs, with 2,247 listings, assets of $641.38 Bn, from 158 providers on 39 exchanges in 32 countries.
March 2018 marked the 26th 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 $11.81 Bn YTD. The iShares Edge MSCI USA Momentum Factor ETF (MTUM US) on its own accounted for net inflows of $2.25 Bn.
Top 20 Smart Beta ETFs/ETPs by net new assets: Global
Multi Factor smart beta products gathered the largest net inflows with $1.60 Bn, followed by Growth Factor products with $1.09 Bn and Value factor products with $971 Mn.
Investors have tended to invest in lower cost and momentum factor Smart Beta products in March, with the iShares Edge MSCI USA Momentum Factor ETF (MTUM US) capturing most of the flows.
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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.
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Past awards for Ms Fuhr include she was the recipient of the 100 Women in Finance 2017 Asia Pacific (ex-JaJapan) an 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.
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