ETFGI Global ETF and ETP Smart Beta Insights, Year End 2014

Report type
Special Reports
Frequency
Ad-Hoc
Publication date

Summary of the Global Smart Beta ETF and ETP industry, including asset growth, flows, products and data split by exposures, factors, providers, index providers and location.

Smart Beta (often referred to as advanced beta, strategic beta and alternative beta) does not have a standard definition and as such continues to raise confusion even among investment professionals. In order to provide clarity to this ambiguous term and be able to map the smart beta ETF/ETP landscape we recently conducted a survey among index providers where we asked them to classify the indices that they have licensed to ETF/ETP providers into 3 categories: 1) Smart Beta, 2) market cap and 3) other types of indices.

Note: This is currently a preliminary report. Additional content may be added.

Summary of Contents:

Global equity ETF/ETP industry
- Summary of equity ETFs/ETPs
- ETFs/ETPs by region/country listed
- ETFs/ETPs by exposure
- Comparison of market cap, smart beta, other and active equity assets
- Total expense ratios
  
Global smart beta ETF/ETP industry
- Summary of smart beta ETFs/ETPs
- Smart beta ETFs/ETPs by factors
- Smart beta ETFs/ETPs by region/country listed
- Smart beta ETFs/ETPs by exposure
- Smart Beta ETF/ETP providers by assets
- Smart Beta ETF/ETP index providers by assets
- Top 20 Smart Beta ETFs/ETPs by assets
- Smart beta historical provider & index provider market shares
- Users of Smart beta ETFs/ETPs
- Distribution of smart beta products by size
- Smart beta product launches

Global market cap ETF/ETP industry
- Summary of market cap ETFs/ETPs
- Market cap ETFs/ETPs by exposure
- Market cap ETF/ETP providers by assets
- Market cap ETF/ETP index providers by assets
- Top 20 Market cap  ETFs/ETPs by assets
- Market cap historical provider & index provider market shares

United States equity ETF/ETP industry
- Summary of equity ETFs/ETPs
- ETFs/ETPs by exposure
- Total expense ratios

United States smart beta ETF/ETP industry
- Summary of smart beta ETFs/ETPs
- Smart beta ETFs/ETPs by factors
- Smart beta ETFs/ETPs by exposure
- Smart Beta ETF/ETP providers by assets
- Smart Beta ETF/ETP index providers by assets
- Top 20 Smart Beta ETFs/ETPs by assets
- Smart beta historical provider & index provider market shares
- Users of Smart beta ETFs/ETPs
- Distribution of smart beta products by size
- Smart beta product launches

United States market cap ETF/ETP industry
- Summary of market cap ETFs/ETPs
- Market cap ETFs/ETPs by exposure
- Market cap ETF/ETP providers by assets
- Market cap ETF/ETP index providers by assets
- Top 20 Market cap ETFs/ETPs by assets
- Market cap  historical provider & index provider market shares

European equity ETF/ETP industry
- Summary of equity ETFs/ETPs
- ETFs/ETPs by exposure
- ETFs/ETPs by country of primary listing
- Total expense ratios

European smart beta ETF/ETP industry
- Summary of smart beta ETFs/ETPs
- Smart beta ETFs/ETPs by factors
- Smart beta ETFs/ETPs by exposure
- Smart Beta ETF/ETP providers by assets
- Smart Beta ETF/ETP index providers by assets
- Top 20 Smart Beta ETFs/ETPs by assets
- Smart beta historical provider & index provider market shares
- Users of Smart beta ETFs/ETPs
- Distribution of smart beta products by size
- Smart beta product launches

European market cap ETF/ETP industry
- Summary of market cap ETFs/ETPs
- Market cap ETFs/ETPs by exposure
- Market cap ETF/ETP providers by assets
- Market cap ETF/ETP index providers by assets
- Top 20 Market cap ETFs/ETPs by assets
- Market cap  historical provider & index provider market shares

Global ETF/ETP industry
- Global ETF/ETP assets by region listed
- Global ETF/ETP assets by asset class
- Summary of global ETF/ETP assets

Currency Hedged ETF/ETP industry
- Global currency hedged asset growth
- Currency hedged ETF/ETP providers: Global
- Top 20 currency hedged ETFs/ETPs : Global
- Currency hedged ETF/ETP providers: United States
- Top 20 currency hedged ETFs/ETPs : United States
- Currency hedged ETF/ETP providers: Europe
- Currency hedged ETF/ETP providers: Canada

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