ETFGI has launched a new annual subscription research service to cover trends in ESG ETFs and ETPs listed around the world which have reached a new record of 22 Billion in assets at the end of August

LONDON — October 05, 2018 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reports that based on requests from our clients has launched a new annual subscription research service providing monthly reports covering trends in ESG ETFs and ETPs listed around the world and access to a database of all ESG ETFs and ETPs.    
 
Assets invested in ETFs and ETPs listed globally providing exposure to indices with Environmental, Social, and Governance (ESG) gathered net inflows of US$160 million during August 2018. Total assets increased to US$22.0 billion at the end of August 2018, up an 6.82% from US$20.61 billion at the end of July, according to ETFGI’s August 2018 ETFGI Global ESG ETFs and ETPs Landscape report.  (All dollar values in USD unless otherwise noted.)
 
Highlights

  • Assets invested in ESG ETFs/ETPs listed globally increased 6.82% during August 2018 to $22.0 Bn.
  • In August 2018, ESG ETFs/ETPs listed globally saw net inflows of $160 Mn.
  • Year-to-date, assets have increased by 29.51% from $17.0 Bn at the end of 2017.

“On August 22, 2018 the S&P 500 marked its longest bull market -  3,453 days, without a bear market - a 20% drop from the index’s 52-week high. August was a strong month for U.S. equities with economic strength and strong corporate earnings pushing the S&P 500 to reach record highs and gain 3.26% during the month and up 9.94% year to date.  Most non-US markets suffered declines during August due to investors’ concerns over trade tensions, Brexit, currency crises and a fear of contagion.  Developed markets ex US declined 1.44% in August while up 0.46% YTD, EM markets were down 3.51% and are down 0.81% YTD and Frontier markets were down 4.50% and are down 1.66% YTD.” according to Deborah Fuhr, managing partner and a founder of ETFGI.

At the end of August 2018, there were 172 ESG classified ETFs/ETPs, with 347 listings, from 55 providers on 23 exchanges. Europe currently has the largest market, with 66 products and $10.1 Bn under management, closely followed by the US with 65 products and $9.0 Bn under management.
                                                                                                                                                                                  
ESG ETF and ETP asset growth as at end of August 2018
 

 
 
ESG ETFs/ETPs were primarily equity based at the end of August, making up 92.3% of total assets. Fixed income based ESG ETFs/ETPs accounted for 7% of total assets. iShares was the largest ESG ETF/ETP provider, with assets of $7.024 Bn, attracting $19 Mn in new assets over the month.
 
A high proportion of net inflows during August can be attributed to the top 20 ESG ETFs/ETPs by net new assets, which collectively gathered $246 Mn. The iShares MSCI EAFE ESG Optimized ETF (ESGD US) saw net inflows of $52 Mn, the largest in August.
 
Top 20 ESG ETFs/ETPs by net new assets August

Name

Ticker

Assets
(US$ Mn)
 Aug-18

ADV
(US$ Mn)
Aug-18

NNA
(US$ Mn)
YTD 2018

NNA
(US$ Mn)
Aug-18

iShares MSCI EAFE ESG Optimized ETF

ESGD US

360

3

234

52

iShares MSCI KLD 400 Social ETF

DSI US

1,229

4

127

32

UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis

UIMM GY

701

1

123

18

UBS ETF (LU) -MSCI USA Socially Responsible UCITS ETF (USD) A-dis

UIMP GY

672

0

111

17

UBS ETF (LU) - MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis

UIMR GY

677

1

186

13

iShares MSCI USA ESG Select ETF

SUSA US

780

2

85

12

iShares MSCI EM ESG Optimized ETF

ESGE US

330

2

194

10

BNP Paribas Easy MSCI KLD 400 US SRI UCITS ETF

EKLD FP

33

0

28

9

iShares MSCI USA SRI UCITS ETF

SUAS LN

312

0

202

9

UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis

MSRUSA SW

341

0

-16

8

First Trust Water ETF

FIW US

349

1

34

8

iShares MSCI World SRI UCITS ETF

SUSW LN

231

0

18

8

Think Sustainable World UCITS ETF

TSWE NA

181

0

29

7

BetaShares Global Sustainability Leaders ETF

ETHI AU

191

1

64

7

UBS (Irl) ETF plc - MSCI ACWI Socially Responsible UCITS ETF EUR ACC

AWSRIE SW

58

0

57

6

NuShares ESG Small-Cap ETF

NUSC US

73

0

24

6

Xtrackers ESG MSCI World UCITS ETF

XZW0 LN

45

0

37

6

iShares MSCI USA ESG Optimized ETF

ESGU US

99

1

72

6

iShares MSCI EM SRI UCITS ETF

SUES LN

179

0

75

6

iShares € Corp Bond SRI 0-3yr UCITS ETF

SUSS LN

614

0

72

6



Please contact [email protected] if you would like to discuss the cost to subscribe to any of ETFGI’s research or consulting services.
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Last chance to register for the ETFs Global Markets Roundtable  organised by ETFGI and Capital Markets Strategies on October 9th in Hong Kong from 8:30am – 5pm at Ernst & Young Group Limited, 22/F CITIC Tower, 1 Tim Mei Avenue, Central, Hong Kong
 
Free registration is available for investment advisors, as well as buyside traders, portfolio managers and fund selectors. Standard registration rate is available for everyone else: http://bit.ly/2MkpLfz 
 
Speakers will include:

  • Jürgen Blumberg, Head of Capital Markets EMEA, Invesco
  • Ari Burstein, President, Capital Markets Strategies
  • Eugenie Shen, Managing Director, Head of Asset Management Group Asia Securities Industry & Financial Markets Association (ASIFMA)
  • Grace Chong, Senior Associate, Herbert Smith Freehills
  • Shaokai Fan, Director - Central Bank & Public Policy Team, World Gold Council
  • Deborah Fuhr, Managing Partner, ETFGI LLP
  • Trevor Lee, Director, Investment Products, Securities and Futures Commission
  • Matthew Mark, Director - Asset Owners Distribution, World Gold Council
  • Frank Mohr, Global Head ETF Sales Trading, Commerzbank
  • Andrew Naylor, Director - Central Bank & Public Policy Team, World Gold Council
  • Viktor Östebo, Head of Institutional Trading, Flow Traders Asia
  • Jacqueline Pang, Head of Capital Markets – APAC, State Street Global Advisors
  • Eric Pollackov, Global Head of ETF Capital Markets, Invesco
  • Brain Roberts, Senior Vice President, Head of Exchange Traded Products, Hong Kong Exchanges and Clearing Limited
  • Antoine de Saint Vaulry, Head of ETF Trading, APAC, Citi
  • Cindy Shek, Partner, King & Wood Mallesons
  • Robin Tsui , Gold Specialist APAC, State Street Global Advisors
  • Rebecca Sin, Head of ETF Sales Trading, Asia, Commerzbank
  • Anuradha Thakur, Joint Secretary, Department of Investment and Public Asset Management, Government of India

 
Conference sessions will include: • Fireside Chat on ETF Policy and Regulatory Issues • Impact of Regulatory Developments on ETFs • Exchange and market maker panel • Overview of Trends Impacting the ETF Industry • How to Increase the Use of ETFs by Institutional Investors and Financial Advisors in Asia Pacific
 
Free registration is available for investment advisors, as well as buyside traders, portfolio managers and fund selectors.  Standard registration rate is available for everyone else:  http://bit.ly/2MkpLfz  
 
ETFs Global Markets Roundtable conference is designed to provide the opportunity for institutional investors and financial advisors, as well as other market participants, to hear from regulators, leading ETF issuers, major brokers, stock exchanges, law firms and others about regulatory, liquidity, pricing, trading, and technological developments impacting the use and trading of ETFs, and the impact that ETFs have on the markets and market structure. The ETFs Global Markets Roundtable events are a series of conferences organised by ETFGI and Capital Markets Strategies.
 
The first event took place in June 2017 in New York City. In 2018 ETFs Global Markets Roundtable conferences were held in London on April 19 (covering EMEA), New York on May 15 (covering USA/Latin America), and Toronto on May 31 (covering Canada). The events offer an opportunity for a substantive and in-depth discussion about the liquidity, trading, technological and regulatory developments impacting ETFs in the respective jurisdictions.
 
 
To view the agendas, speakers and sponsors for our prior events in 2018 please click on the city name below:
London      April 19, 2018
New York   May 15, 2018
Toronto      May 31, 2018
 
Schedule of upcoming conferences in 2019
EMEA (London) - March / April 2019
US/Latin America (New York) - May 2019
Canada (Toronto) - June 2019
APAC (Hong Kong) - October 2019
 
If you are interested in sponsoring or speaking at our upcoming events in 2019 or have any questions, please contact Deborah Fuhr at [email protected]

THANK YOU TO OUR SPONSORS & SUPPORTERS!
 https://cdn.evbuc.com/eventlogos/142868157/screenshot20180928at15.43.28.png
 
 

About ETFGI 
ETFGI is an independent research and consultancy firm launched in London offering consulting services and paid for research subscription services. Deborah Fuhr is the Managing Partner and a founder of ETFGI.  Our services are unique in their breadth and depth of coverage in  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. Visit www.etfgi.com to learn more. 

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 covering 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 London offering consulting services and paid for research subscription services. Deborah Fuhr is the Managing Partner and a founder of ETFGI.  Our services are unique in their breadth and depth of coverage in  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. Visit www.etfgi.com to learn more. 

ETFGI SERVICES 
ETFGI currently offers the following subscription services: 

  • New service: ETFGI Global ESG ETFs and ETPs Landscape report 

 

  • ETFGI Basic Global ETFs and ETPs research service 
  • ETFGI Global Institutional Users of ETFs and ETPs Landscape report 
  • ETFGI Global Active ETF ETFs and ETPs Landscape report 
  • ETFGI Global Smart Beta Equity ETF ETFs and ETPs Landscape report 
  • ETFGI Global Currency Hedged ETFs and ETPs Landscape report 
  • ETFGI Global Leverage and Inverse ETFs and ETPs Landscape report 
  • ETFGI Global EM and FM ETFs and ETPs Landscape report 
  • ETFGI China ETFs and ETPs Landscape report 
  • ETFGI Trends in ETF Adoption by fund platforms in the UK report 
  • Custom reports and analysis 
  • ETFGI Weekly Newsletter – Premium 
  • ETFGI Weekly Newsletter (free subscription - register at www.etfgi.com
  • ETFs Global Markets Roundtable events 2018 

 
ETFGI is supporting Jobs in ETFs (www.jobsinETFs.com), the first website for careers and recruitment in the ETF industry. 

Please contact us at [email protected] if you would like further information on our services.

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 4,200 members in chapters around the world.  www.womeninetfs.com
 
Contact: 
Deborah Fuhr 
Managing Partner 
ETFGI 
Mobile: +44 777 5823 111 
Email: [email protected] 
Web: www.etfgi.com 
Twitter: @deborahfuhr 
LinkedIn: ETF Network 
LinkedIn: Women In ETFs