ETFGI reports assets invested in Environmental, Social, and Governance (ESG) ETFs and ETPs listed globally reaches a new record of US$47.33 billion at the end of September 2019
LONDON — October 25, 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$2.80 billion during September. Total assets invested ESG ETFs and ETPs increased by 7.81% from US$43.90 billion at the end of August to a record US$47.33 billion, according to ETFGI’s September 2019 Global ETFs and ETPs 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 7.81% in September 2019, to reach new record of $47.33 billion.
- ESG ETFs and ETPs listed globally gathered $2.80 billion in net new assets during September.
- Europe leads with the most ESG classified products available, followed by the US and APAC (ex-Japan).
At the end of September 2019, the Global ETF/ETP industry had 253 ETFs/ETPs, with 686 listings, from 70 providers on 29 exchanges in 58 countries. Following net inflows of $2.80 billion and market moves during the month, assets invested in ESG ETFs/ETPs listed globally increased 7.81%, from $43.90 billion at the end of August 2019 to a record $47.33 billion.
Global ESG ETF and ETP asset growth as at end of September 2019
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 253 ESG ETFs/ETPs listed globally at the end of September 2019. In September, 5 new ESG ETFs/ETPs were launched.
Substantial inflows can be attributed to the top 20 ETFs/ETPs by net new assets, which collectively gathered $2.45 billion in September, iShares Trust iShares ESG MSCI USA ETF gathered $848.55 million alone.
Top 20 ESG ETFs/ETPs by net new assets September 2019
Name |
Ticker |
Assets |
NNA |
NNA |
(US$ million) |
(US$ million) |
(US$ million) |
||
Sep-19 |
YTD-19 |
Sep-19 |
||
iShares Trust iShares ESG MSCI USA ETF |
ESGU US |
1,151.22 |
986.75 |
848.55 |
iShares EUR Corp Bond 0-3yr ESG UCITS ETF |
SUSS LN |
916.97 |
287.47 |
243.13 |
L&G Europe Equity Responsible Exclusions UCITS ETF |
RIEU LN |
225.06 |
199.55 |
199.55 |
Xtrackers MSCI USA ESG Leaders Equity ETF |
USSG US |
1,481.97 |
1,385.62 |
124.31 |
BNP Paribas Easy MSCI KLD 400 US SRI UCITS ETF |
EKUS FP |
295.95 |
286.58 |
110.57 |
iShares MSCI USA SRI UCITS ETF |
SUAS LN |
1,169.37 |
458.53 |
107.79 |
iShares MSCI EAFE ESG Optimized ETF |
ESGD US |
1,049.11 |
499.74 |
102.24 |
Yuanta FTSE4Good TIP Taiwan ESG ETF |
00850 TT |
153.27 |
148.23 |
74.51 |
Xtrackers S&P 500 ESG ETF |
SNPE US |
79.40 |
79.25 |
68.07 |
Amundi Index Euro Corporate SRI 0-3Y UCITS ETF DR |
ECRP3 FP |
63.91 |
64.64 |
64.64 |
UBS ETF (LU) - MSCI EMU Socially Responsible UCITS ETF (EUR) ACC |
EMUSRI SW |
355.03 |
234.69 |
63.86 |
Ossiam ESG Low Carbon Shiller Barclays Cape US Sector UCITS ETF |
5HEE GY |
80.50 |
50.89 |
53.95 |
UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis |
UIMT GY |
327.08 |
219.15 |
53.93 |
iShares MSCI World SRI UCITS ETF - EUR - Acc |
SUSW LN |
588.32 |
293.02 |
50.60 |
Lyxor MSCI Europe ESG Leaders DR UCITS ETF |
ESGE FP |
706.77 |
667.07 |
49.99 |
iShares MSCI KLD 400 Social ETF |
DSI US |
1,557.86 |
123.98 |
49.89 |
iShares Global Water UCITS ETF |
IH2O LN |
817.59 |
167.95 |
49.08 |
iShares MSCI Europe SRI UCITS ETF |
IESG LN |
821.07 |
233.15 |
48.88 |
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis |
UIMM GY |
1,122.26 |
207.63 |
42.47 |
UBS ETF (LU) -MSCI USA Socially Responsible UCITS ETF (USD) A-dis |
UIMP GY |
972.16 |
198.03 |
41.67 |
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.
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ETF TV is a new show which provides insights into the use, trading, regulatory and product development trends for exchange traded funds ETFs and exchange traded products ETPs. Go to www.ETFtv.net to view
Episode 1 ETF TV views from industry leaders in Europe
Episode 2 ETF TV Tara O'Reilly on the regulatory environment for ETFs
Episode 3 ETF TV Dan Draper of Invesco picks out the key future trends to watch in the ETF market
Episode 4 ETF TV Dr Xiaolin Chen of KraneShares explains ETF use in institutional investment and for access to China
Episode 5 ETF TV ETF market structure and trading protocols are evolving approaches to investment Tom Digby, Head of EMEA ETF Client Trading at Invesco
Episode 6 ETF TV Ciarán Fitzpatrick, Managing Director, Head of ETF Servicing Europe at State Street discuss generating alpha with ETFs
Episode 7 of ETF TV features Eric M. Pollackov Global Head of ETF Capital Markets at Invesco sharing his views on active and passive investing being a collaboration of capabilities, the need for education and innovations developing in non-transparent active and Crypto ETPs
Episode 8 of ETF TV features Shaun Baskett, Director Index Sales at Cboe Europe sharing his views on the role of regulation, trade transparency and liquidity for ETFs
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Episode 11 of ETF TV features Elena Philipova, Global head of ESG proposition at Refinitiv, sharing her views on the changing landscape of ESG application within the investment industry
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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 the ETF.com’s 2018’s Lifetime Achievement Award, 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 5,300 members, including women and men, in chapters in major financial centers 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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