ETFGI reports Environmental, Social, and Governance (ESG) ETFs and ETPS listed globally gather net inflows of US$856 Mn during November 2018

ETFGI reports Environmental, Social, and Governance (ESG) ETFs and ETPS listed globally gather net inflows of US$856 Mn during November 2018  

LONDONDecember 27, 2018 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today that Environmental, Social, and Governance (ESG) ETFs and ETPs listed globally gathered net inflows of US$856 Mn during November. Total assets invested ESG ETFs and ETPs increased by 6.64% from US$21.77 Bn at the end of October, to US$23.22 Bn, according to ETFGI’s November 2018 ETF and ETP ESG industry landscape insights report, an annual paid-for research subscription service.  (All dollar values in USD unless otherwise noted.) 

Highlights

  • Total Assets invested in ESG ETFs and ETPs listed globally rose 6.64% to $23.22 Bn by the end of November.
  • ESG ETFs and ETPs listed globally gathered $856 Mn in net new assets during November.
  • Year-to-date, ESG ETFs/ETPs assets have increased 33.8% compared to 4.6% for all ETFs/ETPs listed globally.

“While trade talks continue to make noise in the headlines, the very real prospect of slowing global growth appears to be filtering into market sentiment. A seemingly more reposed approach to monetary policy along with the China-US trade truce provided enough of a tailwind to lift US markets to finish in the green by the end of November, with the S&P 500 gaining 2.04% over the month bringing the year-to-date gain to 5.11%. Apart from the Eurozone, where various domestic issues continue to dominate, most developed markets closed the month with marginal gains, the S&P developed ex-US BMI was up 0.17% in November with year-to-date declines of 9.66%. EM and Frontier markets bounced back from the October fall, finishing up 4.61% and 1.94% respectively, softening year-to-date declines to 11.15% and 8.95%”  according to Deborah Fuhr, managing partner and a founder of ETFGI.
 

At the end of November 2018, there were 204 ESG classified ETFs/ETPs, with 473 listings, assets of $23.22 Bn, from 62 providers listed on 25 exchanges in 23 countries. Following net inflows of $856 Mn and market moves during the month, assets invested in ESG ETFs/ETPs listed globally increased by 6.64%, from $21.77 Bn at the end of October 2018, to $23.22 Bn.

Global ESG ETF and ETP asset growth as at end of November 2018

 

Since the launch of the first ESG ETF/ETP in 2002, the iShares MSCI USA ESG Select ETF, the number and diversity of products has increased steadily, with 205 ESG ETFs/ETPs listed globally at the end of November. 66 new ESG ETFs/ETPs have launched during 2018, with 4 during November alone.
 
Substantial inflows during November can be attributed to the top 20 ESG ETFs/ETPs by net new assets, which collectively gathered $873 Mn in during November. The UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (UIMM GY) gathered $140 Mn, the largest net inflow in November. 

Top 20 ESG ETFs/ETPs by net new assets November 2018
Name Ticker Assets
(US$ Mn)
 Nov-18
ADV
(US$ Mn)
Nov-18
NNA
(US$ Mn)
YTD 2018
NNA
(US$ Mn)
Nov-18
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis UIMM GY 823 2 277 140
iShares MSCI EM ESG Optimized ETF ESGE US 437 3 313 82
OSSIAM US MINIMUM VARIANCE ESG NR UCITS MVUS FP 192 0 (90) 68
iShares MSCI USA ESG Select ETF SUSA US 845 5 181 67
iShares MSCI Europe SRI UCITS ETF IESE LN 444 0 47 64
BNP Paribas Easy Low Carbon 100 Europe UCITS ETF ECN FP 489 1 321 59
BNP Paribas Easy Msci Europe SRI SRIE FP 256 0 262 45
iShares MSCI USA SRI UCITS ETF SUAS LN 456 0 352 43
UBS ETF (LU) MSCI Japan Socially Responsible FRCJ GY 259 0 189 42
Vanguard ESG US Stock ETF ESGV US 69 4 64 42
UBS (Irl) ETF plc - MSCI ACWI Socially Responsible AWSRIE SW 88 1 93 31
iShares MSCI EAFE ESG Optimized ETF ESGD US 450 4 353 31
UBS (Irl) ETF plc - MSCI ACWI Socially Responsible AWSRIS SW 139 1 148 29
BNP Paribas Easy MSCI KLD 400 US SRI UCITS ETF EKLD FP 83 0 78 25
SI Ucits Etf-UC Msci European Green Bond EUR ECBI GY 23 0 23 23
iShares MSCI KLD 400 Social ETF DSI US 1,233 8 189 20
Vanguard ESG International Stock ETF VSGX US 42 2 28 19
iShares MSCI World SRI UCITS ETF SUWS LN 57 0 52 16
iShares MSCI EM IMI ESG Screened UCITS ETF - Acc SAEM LN 25 0 24 15
One ETF ESG 1498 JP 92 0 26 14



 

Confusion persists around what constitutes an ESG fund. According to PRI, a UN-supported initiative which seeks to understand the investment implications of ESG issues, 56% of adopters believe there is a lack of clarity in ESG definitions. ETFGI’s classification system attempts to provide greater precision, with ETFs/ETPs listed globally organised into categories, including core ESG products and theme-based groups, such as Clean/Alternative Energies and Gender Diversity. 


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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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. 

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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 4,200 members in chapters around the world.  www.womeninetfs.com
 
Contact: 
Deborah Fuhr 
Managing Partner 
ETFGI 
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Email: [email protected] 
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