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
 

 

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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

 

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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 [email protected] if you have any questions or comments on the press release or ETFGI events, research or consulting services. 

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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
Episode 9 of ETF TV features Sergey Dolomanov, Partner at WILLIAM FRY sharing his views on the value of ETFs being the delivery of better value and choice for investors and the development of active and ESG strategies with Hamish McArthur of ETF TV and Deborah Fuhr of ETFGI 
Episode 10 of ETF TV features Jim Goldie, head of ETF Capital Markets (EMEA) at Invesco, sharing his views on the growth in the use of fixed income ETFs, how they can have tighter spreads than the index and provide cost efficient execution, with Hamish McArthur of ETF TV
Episode 11 of ETF TV features Elena Philipova, Global head of ESG proposition at Refinitiv, discussing how to define sustainable investment opportunities and the changing landscape of ESG application within the investment industry
Episode 12 of ETF TV part 2 of the Difference in US and European approaches to ESG should not inhibit growth interview with Elena Philipova, global head of ESG proposition at Refinitiv with Deborah Fuhr, Managing Partner of ETFGI and co-founder of ETF TV
Episode 13 of ETF TV   features Tom Stephens, head of international ETF Capital Markets at JP Morgan Asset Management, Active ETFs will be the next level.  The use of fixed income exchange-traded funds for long term investment as well as for shorter term liquidity management and portfolio transitions
Episode 14 of ETF TV episode features Manuela Sperandeo, EMEA head of smart beta, sustainable and thematic ETFs at BlackRock explains how to define the category, assess it in the context of investment strategy, and to implement it in practicality
Episode 15 of ETF TV features Ivan Gilmore, head of exchange-traded products and global product development at the London Stock Exchange sees innovation in trading protocols and ESG products are transforming the ETF landscape, plus his thoughts on active vs passive and governance.
Episode 16 of ETF TV features Deborah Fuhr and Dan Barnes - The ETF Rule in the US will lead to many new issues in the market across 2020; the ‘non-transparent active’ ETFs – in reality as transparent as mutual funds, and better described as periodically-disclosed ETFs, will increase in number. New smart-beta strategies and launches of funds based on existing smart-beta strategies will also grow.

 

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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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