ETFGI reports Assets invested in Environmental, Social, and Governance (ESG) ETFs and ETPs listed globally reaches a record US$25 Bn at the end of January 2019

Press Release

LONDONFebruary 27, 2019 — 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$730 million during January. Total assets invested in ESG ETFs and ETPs increased by 9.97% from US$22.47 billion at the end of December, to a record US$24.71billion, according to ETFGI’s January 2019 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 9.97% in January 2019, to reach record AuM of $25 Bn.
  • ESG ETFs and ETPs listed globally gathered $730 Mn in net new assets during January.
  • Europe leads with the most ESG ETFs/ETPs listed, followed by the US.

 

“In January, equity markets rebounded from Q4 when global equities suffered steep declines amid persistent worries over trade and economic growth. Fed chair Powell revised his stance on where he believes the neutral rate of interest lies, easing fears of a dramatic and painful tightening cycle. Energy’s decline during the Q4 rout subdued inflation in developed economies taking hiking pressure off central banks while provided stimulus to consumers and businesses, giving stronger core metrics. The S&P 500 finished January up 8.01%, the best January since 1987, while the S&P Topix 150 gained 7.26% and the S&P Europe 350 gained 6.23%. Emerging and Frontier markets were up 7.77% and 4.61% respectively, hampered by dollar strength.” according to Deborah Fuhr, managing partner and founder of ETFGI.

At the end of January 2019, there were 210 ESG classified ETFs/ETPs, with 500 listings, assets of $24.71 Bn, from 61 providers listed on 26 exchanges in 23 countries. Following net inflows of $730 Mn and market moves during the month, assets invested in ESG ETFs/ETPs listed globally increased 9.97%, from $22.47 Bn at the end of December 2018, to $24.71 Bn.

 

Global ESG ETF and ETP asset growth as at end of January 2019

https://etfgi.com/sites/default/files/styles/feature_image/public/source_3.png?itok=sw3zyEon

 

Since the launch of the first ESG ETF/ETP in 2002, the iShares MSCI USA ESG Select ETF, the number and variety of products has increased steadily, with 210 ESG ETFs/ETPs listed globally at the end of January 2019. 2 new ESG ETFs/ETPs were launched by 2 providers during January 2019.

 

Substantial inflows can be attributed to the top 20 ETFs/ETPs's by net new assets, which collectively gathered $888.50 Mn in January, the UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (MSRUSA SW) gathered $165.73 Mn alone.


Top 20 ESG ETFs/ETPs by net new assets January 2019

Name

Ticker

Assets
(US$ Mn)
 Jan-19

NNA
(US$ Mn)
YTD 2019

NNA
(US$ Mn)
Jan-19

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

MSRUSA SW

572

166

166

iShares MSCI EAFE ESG Optimized ETF

ESGD US

611

95

95

iShares MSCI Europe SRI UCITS ETF

IESE LN

599

70

70

UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD)

SEAC GY

123

68

68

Global X S&P 500 Catholic Values ETF

CATH US

210

52

52

iShares MSCI USA SRI UCITS ETF

SUAS LN

651

45

45

iShares MSCI Europe SRI UCITS ETF

ISED NA

50

42

42

Vanguard ESG International Stock ETF

VSGX US

110

42

42

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

UIMR GY

743

41

41

iShares MSCI Europe ESG Screened UCITS ETF - Acc

SAEU LN

40

34

34

iShares MSCI EM SRI UCITS ETF

SUES LN

286

32

32

Vanguard ESG US Stock ETF

ESGV US

146

31

31

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

AWSRIE SW

97

31

31

Invesco MSCI Europe ESG Leaders Catholic Principles UCITS ETF

ICFP IM

29

28

28

iShares JP Morgan ESG USD EM Bond UCITS ETF - Acc

EMSA LN

152

24

24

UBS ETF - Bl Barclays MSCI Euro Area Liquid Corporates Sustainable UCITS ETF

CBSE NA

52

21

21

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

UIMP GY

709

19

19

BNP Paribas Easy Low Carbon 100 Europe UCITS ETF Capitalisation

ECN FP

546

17

17

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

UIMT GY

112

16

16

iShares € Corp Bond SRI 0-3yr UCITS ETF

SUSS LN

677

16

16

https://etfgi.com/sites/default/files/styles/feature_image/public/source_3.png?itok=sw3zyEon 

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. 

###
 

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, 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 covering the global ETF industry. 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” the first women’s group for the ETF industry. Founded in January 2014, WE is a non-profit organization that brings together over 4,700 members, including women and men, in chapters in major financial centres around the world to CONNECT, SUPPORT and INSPIRE. WE achieves this by organizing events at our chapters globally that support our goals of education, networking, philanthropy and idea sharing across the industry and beyond. For more information, visit: www.womeninetfs.com

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