ETFGI reports Environmental, Social, and Governance (ESG) ETFs and ETPs listed globally gathered 7.54 billion US dollars in net inflows during February 2020

 

LONDON— March 20, 2020 — 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$7.54 billion during February, bringing year-to-date net inflows to US$14.30 billion which is higher than the US$2.40 billion gathered at this point last year. Total assets invested in ESG ETFs and ETPs increased by 4.93% from US$64.79 billion at the end of January 2020 to a new record US$67.99 billion, according to ETFGI’s February 2020 ETF and ETP ESG industry landscape insights report, an annual paid-for research subscription service.  (All dollar values in USD unless otherwise noted.) 

Highlights

  • ESG ETFs and ETPs listed globally gathered $7.54 billion in net new assets at the end of February which is the 2ndhighest monthly inflow on record.
  • Assets in ESG ETFs and ETPs listed globally increased by 4.93% at the end of February 2020, to a new record of $67.99 billion.
  • Europe leads with the most ESG classified products available, followed by the US and APAC (ex-Japan).

“At the end of February, the S&P 500 was down 8.2% as coronavirus cases continued to spread and the potential economic impact weighed on investors and the markets. Outside the U.S., the S&P Developed ex-U.S. BMI declined nearly 9.0%.  The S&P Emerging BMI lost 5.1% during the month. Global equities as measured by the S&P Global BMI ended down 8.1% with 49 of 50 included country indices down, while China gained 0.9%.”  According to Deborah Fuhr, managing partner, founder and owner of ETFGI.

The Global ESG ETF/ETP industry had 293 ETFs/ETPs, with 805 listings, assets of $68 Bn, from 75 providers listed on 30 exchanges in 58 countries at the end of February. Following net inflows of $7.54 billion and market moves during the month, assets invested in ESG ETFs/ETPs listed globally increased by 4.93%, from $64.79 billion at the end of January 2020 to a record $67.99 billion.

Global ESG ETF and ETP asset growth as at end of February 2020

 

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 293 ESG ETFs/ETPs and 805 listings globally at the end of February 2020. During February, 10 new ESG ETFs/ETPs were launched.


Substantial inflows can be attributed to the top 20 ETFs/ETPs by net new assets, which collectively gathered $4.92 billion at the end of February, Ping An CSI New Energy Automobile Industry ETF (515700 CH) gathered $1.08 billion alone.

 

Top 20 ESG ETFs/ETPs by net new assets February 2020

Name

Ticker

Assets

(US$ Mn)

Feb-20

NNA

(US$ Mn)

YTD-20

NNA

(US$ Mn)

Feb-20

Ping An CSI New Energy Automobile Industry ETF

515700 CH

1,019.77

1,081.01

1,081.01

iShares ESG MSCI EM Leaders ETF

LDEM US

587.76

637.51

637.51

iShares Trust iShares ESG MSCI USA ETF

ESGU US

3,375.62

2,249.22

292.95

iShares MSCI USA SRI UCITS ETF

SUAS LN

2,088.82

390.50

291.81

iShares MSCI World SRI UCITS ETF - EUR - Acc

SUSW LN

967.23

350.01

289.71

iShares MSCI World ESG Screened UCITS ETF Acc

SAWD LN

378.98

285.69

273.23

L&G US Equity Responsible Exclusions UCITS ETF

RIUS LN

748.15

233.36

231.25

Bosera CSI Sustainable Development 100 ETF

515090 CH

196.80

203.86

203.86

iShares MSCI Europe SRI UCITS ETF

IESG LN

1,217.33

218.29

196.91

iShares Global Clean Energy UCITS ETF

INRG LN

763.93

396.18

177.53

Amundi Index MSCI Europe SRI UCITS ETF DR

EUSRI FP

627.22

386.47

166.84

iShares MSCI EM ESG Optimized ETF

ESGE US

2,029.38

1,383.79

156.42

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

UIMM GY

1,599.48

268.07

152.13

iShares MSCI EAFE ESG Optimized ETF

ESGD US

1,583.09

280.80

135.83

Xtrackers ESG MSCI World UCITS ETF

XZW0 LN

280.72

164.21

127.68

iShares Global Clean Energy ETF

ICLN US

633.42

185.48

116.67

iShares MSCI Japan SRI UCITS ETF

SUJP LN

261.87

75.79

99.80

Vanguard ESG US Stock ETF

ESGV US

994.84

207.74

98.69

iShares Euro Corp Bond SRI UCITS ETF

SUOE LN

1,124.78

69.73

96.80

Xtrackers II ESG EUR Corporate Bond UCITS ETF DR

XB4F GY

562.28

108.03

93.84

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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. Please contact [email protected] if you would like to discuss the cost to subscribe to any of ETFGI’s research or consulting services. 
 

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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Register now to join us at the ETFGI Global ETFs Insights Summit in New York which has been postponed from April 2nduntil the fall of 2020. Free registration and CPD educational credits are offered to buyside institutional investors, financial advisors and RIAs. 

Our summits are designed to provide the opportunity for institutional investors, RIAs and financial advisors, to hear from the leading ETF issuers, banks, exchanges, law firms and others around the impact that market structure and regulations have on ETF product development for ESG and non-transparent active, due diligence, suitability, the use and trading, and technological developments of ETFs. 

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Best regards,

Deborah Fuhr
Managing Partner, Founder
ETFGI
125 Old Broad Street
London EC2N 1AR United Kingdom
Phone +44 777 5823 111
[email protected]

 

 

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https://etfgi.com/sites/default/files/styles/small_75x75/public/etftv.png?itok=5ed7_Z59   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 watch episodes 1 - 12
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, sharing her views on the changing landscape of ESG application within the investment industry
Episode 12 of ETF TV features Elena Philipova, Global head of ESG proposition at Refinitiv,sharing her views on the regional differences in approach to supporting investment based on environmental, social and governance factors
 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.
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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. 
 
Ms Fuhr was made a Fellow of CFA UK in January 2020, was the recipient of the ETF.com 2018 lifetime achievement award, 100 Women in Finance’s 2017 European Industry Leadership Award, the 2014 William F. Sharpe Lifetime Achievement Award for outstanding and lasting contributions to the field of index investing, the Nate Most Greatest Contributor to the ETF industry award at the 11th annual ExchangeTradedFunds.com awards dinner in 2015, the ETF.com Lifetime achievement award in 2015.  She has been named as one of the “100 Most Influential Women in Finance” by Financial News over several years, most recently in 2016, and as one of the “10 to Watch in 2014” by Rep. magazine and wealthmanagement.com. Ms Fuhr won the award for the Greatest Overall Contribution to the development of the Global ETF industry in the ExchangeTradedFunds.com survey in 2011 and 2008 and received an award for her contribution to the ETF sector at the annual closed end funds and ETF event in New York and was featured in the Investors Chronicle’s list of “150 people that can make you money” in 2010.    

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 5,600 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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