ETFGI reports Smart Beta ETFs and ETPs listed globally gathered net inflows of US$5.37 Bn during October 2018

LONDON — December 10, 2018 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today that Smart Beta ETFs and ETPs listed globally gathered net inflows of US$5.37 Bn during October. Total assets invested in the global Smart Beta ETF and ETP industry fell 6.62%, from US$687 Bn at the end of September, to US$641 Bn, according to ETFGI’s October 2018 ETF and ETP Smart Beta industry landscape insights report, an annual paid-for research subscription service.  (All dollar values in USD unless otherwise noted.) 

Highlights

• Total assets for Smart Beta ETFs and ETPs listed globally fell 6.62% to $641 Bn during of October.
• Smart Beta ETFs and ETPs listed globally gathered $5.37 Bn in net new assets during October.
• 33^rd consecutive month of net inflows into Smart Beta ETFs/ETPs.

 
“Few markets managed to avoid the October sell off, as investors grew jittery at the prospects of further rate hikes from the US treasury and any hope of resolutions to trade disputes appeared to be diminishing, be it in Europe or the US. Developed and developing markets saw similar declines during the month. Aside from the US, where strong year-to-date performance cushioned the fall, October pushed many indices deeper into negative territory for the year. The S&P 500 fell 6.84% over the month, retaining a 3.1% gain year-to-date, while European markets fell 7.82%, bringing year-to-date decline to 9.56%. EM markets down 7.60% and Frontier markets down 3.36%, bringing year to date declines to 15.07% and 10.68%, respectively.” according to Deborah Fuhr, managing partner and a founder of ETFGI.

At the end of October 2018, there were 1,283 Smart Beta classified ETFs/ETPs, with 2,336 listings, assets of $641 Bn, from 155 providers listed on 38 exchanges in 31 countries. Following net inflows of $5.37 Bn and market moves during the month, assets invested in Smart Beta ETFs/ETPs listed globally decreased by 6.62%, from $687 Bn at the end of September 2018, to $641 Bn.
 
Comparison of assets in market cap, smart beta, other and active equity products
 


Value factor ETFs and ETPs attracted the greatest net inflows during October, at $2.12 Bn, bringing year-to-date net inflows to $15.11 Bn. Dividend factor ETFs and ETPs saw the greatest outflows year-to-date, amounting to $3.65 Bn.

Substantial inflows during October can be attributed to the top 20 Smart Beta ETFs/ETPs by net new assets, which collectively gathered $6.88 Bn. The iShares MSCI USA Minimum Volatility ETF (USMV US) gathered $787 Mn, the largest net inflows in October. 

Top 20 Smart Beta ETFs/ETPs by net new assets October 2018
 

  
Investors have tended to invest in core, market cap and lower cost ETFs in October.

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 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 4,100 members in chapters around the world. 

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Managing Partner 
ETFGI 
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Email: deborah.fuhr@etfgi.com 
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