ETFGI reports assets invested in Environmental, Social, and Governance (ESG) ETFs and ETPs listed globally reaches a new record of US$52.35 billion at the end of November 2019
LONDON — December 30, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs ecosystem, reported today that Environmental, Social, and Governance (ESG) ETFs and ETPs listed globally gathered net inflows of US$2.66 billion during November. Total assets invested ESG ETFs and ETPs increased by 7.40% from US$48.75 billion at the end of October to a record US$52.35 billion, according to ETFGI’s November 2019 ETFs and ETPs ESG industry landscape insights report, an annual paid-for research subscription service. (All dollar values in USD unless otherwise noted.)
Highlights
- Assets invested in ESG ETFs and ETPs listed globally rose 7.4% in November 2019, to reach new record AUM of $52.35 billion.
- ESG ETFs and ETPs listed globally gathered $2.66 billion in net new assets during November.
- Europe leads with 118 ESG products and 54% of the assets.
At the end of November 2019, the Global ETF/ETP industry had 269 ETFs/ETPs, with 753 listings, assets of $52.35 Bn, from 71 providers on 29 exchanges in 58 countries. Following net inflows of $2.66 billion and market moves during the month, assets invested in ESG ETFs/ETPs listed globally increased 7.4%, from $48.75 billion at the end of October 2019 to a record $52.35 billion.
Global ESG ETF and ETP asset growth as at end of November 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 269 ESG ETFs/ETPs listed globally at the end of November 2019. In November, 7 new ESG ETFs/ETPs were launched.
Substantial inflows can be attributed to the top 20 ETFs/ETPs by net new assets, which collectively gathered $1.48 billion in November, JPMorgan Global Emerging Markets Research Enhanced Index Equity ESG UCITS ETF (JREM LN) gathered $201.25 million alone.
Top 20 ESG ETFs/ETPs by net new assets November 2019
|
Name |
Ticker |
Assets |
NNA |
NNA |
|
(US$ million) |
(US$ million) |
(US$ million) |
||
|
Nov-19 |
YTD-19 |
Nov-19 |
||
|
JPMorgan Global Emerging Markets Research Enhanced Index Equity ESG UCITS ETF |
JREM LN |
224.93 |
217.03 |
201.25 |
|
Shin Kong 10 Years China Treasury Policy Bank Green Bond ETF |
00774B TT |
841.06 |
849.59 |
98.14 |
|
UBS ETF (LU) MSCI World Socially Responsible UCITS ETF (USD) A-dis |
UIMM GY |
1340.87 |
358.33 |
92.82 |
|
Vanguard ESG US Stock ETF |
ESGV US |
790.74 |
610.61 |
89.63 |
|
iShares EUR High Yield Corp Bond ESG UCITS ETF |
EHYA NA |
88.39 |
88.16 |
88.16 |
|
UBS ETF (LU) MSCI Pacific Socially Responsible UCITS ETF (USD) A-dis |
UIMT GY |
467.29 |
338.57 |
87.51 |
|
iShares USD High Yield Corp Bond ESG UCITS ETF |
DHYE NA |
84.39 |
84.44 |
84.44 |
|
iShares MSCI USA ESG Screened UCITS ETF - Acc |
SASU LN |
128.71 |
121.64 |
74.71 |
|
UBS Irl ETF plc - S&P 500 ESG UCITS ETF - CHF Hdg - Acc |
5ESGS SW |
71.94 |
70.65 |
69.12 |
|
iShares MSCI EAFE ESG Optimized ETF |
ESGD US |
1361.52 |
754.18 |
66.80 |
|
UBS (Irl) ETF plc - MSCI ACWI Socially Responsible UCITS ETF |
AWSRIW SW |
199.51 |
92.42 |
63.25 |
|
Amundi Index MSCI Europe SRI UCITS ETF DR |
EUSRI FP |
209.58 |
187.88 |
62.67 |
|
iShares MSCI Japan SRI UCITS ETF |
SUJP LN |
192.99 |
134.31 |
59.44 |
|
UBS ETF (LU) - MSCI EMU Socially Responsible UCITS ETF (EUR) A-dis |
UIMR GY |
953.73 |
151.00 |
53.60 |
|
iShares MSCI EM SRI UCITS ETF |
SUES LN |
474.76 |
208.93 |
52.48 |
|
iShares MSCI KLD 400 Social ETF |
DSI US |
1747.32 |
225.87 |
52.02 |
|
iShares MSCI EM IMI ESG Screened UCITS ETF - Acc |
SAEM LN |
175.37 |
153.47 |
50.52 |
|
Vanguard ESG International Stock ETF |
VSGX US |
541.28 |
455.90 |
46.41 |
|
iShares Global Water UCITS ETF |
IH2O LN |
975.68 |
295.17 |
44.47 |
|
iShares Trust iShares ESG MSCI USA ETF |
ESGU US |
1352.94 |
1109.85 |
44.30 |
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.
Contact deborah.fuhr@etfgi.com if you have any questions or comments on the press release or ETFGI events, research or consulting services.
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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 the first women’s group for the ETF ecosystem. Founded in January 2014, WE inc is a 501(c)(3) non-profit organization that brings together members, including women and men, in 7 WE inc chapters across the United States and works with Women in ETFs entities in Canada, EMEA (7 chapters) and AsiaPacific to:1) CONNECT: Create opportunities for professional advancement of women by expanding connections among women and men in the ETF industry; 2) SUPPORT: Offer guidance for the current and next generation of women in ETFs and 3) INSPIRE: WE achieves this by organizing events at our chapters globally that support our goals of education, networking, philanthropy and idea sharingacross the industry and beyond. For more information, visit: www.womeninetfs.com to learn more, join, or sponsor. Follow us on Twitter: @WomeninETFs and on Linkedin: Women in ETFs Women in ETFs group https://www.linkedin.com/groups/5033460/
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