ETFGI Global ETF and ETP Smart Beta Insights, August 2016

Report type
Smart Beta ETF/ETP Industry Insights
Frequency
Monthly
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.



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
- 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

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

Canadian 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

Canadian 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

Asia Pacific (ex-Japan) equity ETF/ETP industry
- Summary of equity ETFs/ETPs
- ETFs/ETPs by exposure
- Total expense ratios

Asia Pacific (ex-Japan) 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

Asia Pacific (ex-Japan) 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 Market cap ETFs/ETPs by assets
- Market cap historical provider & index provider market shares

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

Japanese smart beta ETF/ETP industry
- Summary of smart beta ETFs/ETPs
- Smart beta ETFs/ETPs by exposure
- Smart Beta ETF/ETP providers by assets
- Smart Beta ETF/ETP index providers by assets
- Top Smart Beta ETFs/ETPs by assets
- Smart beta historical provider & index provider market shares

Japanese 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 Market cap ETFs/ETPs by assets
- Market cap historical provider & index provider market shares

Global currency hedged ETF/ETP industry
- Global currency hedged asset growth by region listed
- Summary of currency hedged ETFs/ETPs
- ETFs/ETPs by hedged currency
- Currency hedged ETFs/ETPs by exposure
- Top currency hedged ETF/ETP providers by assets
- Top currency hedged historical provider market shares
- Top currency hedged ETF/ETP providers by YTD net inflows
- Top currency hedged ETF/ETP index providers by assets
- Top currency hedged historical index provider market shares
- Top currency hedged ETFs/ETPs by assets
- Top currency hedged ETFs/ETPs by YTD net inflows
- Distribution of currency hedged products by size
- Currency hedged ETF/ETP historical product launches
- Top new currency hedged ETFs/ETPs launched YTD by assets

United States currency hedged ETF/ETP industry
- Currency hedged asset growth
- Summary of currency hedged ETFs/ETPs
- ETFs/ETPs by hedged currency
- Currency hedged ETFs/ETPs by exposure
- Top currency hedged ETF/ETP providers by assets
- Top currency hedged ETF/ETP providers by YTD net inflows
- Top currency hedged ETF/ETP index providers by assets
- Top currency hedged ETFs/ETPs by assets
- Top currency hedged ETFs/ETPs by YTD net inflows
- Distribution of currency hedged products by size
- Currency hedged ETF/ETP historical product launches
- Top new currency hedged ETFs/ETPs launched YTD by assets

European currency hedged ETF/ETP industry
- Currency hedged asset growth
- Summary of currency hedged ETFs/ETPs
- ETFs/ETPs by hedged currency
- Currency hedged ETFs/ETPs by exposure
- Top currency hedged ETF/ETP providers by assets
- Top currency hedged ETF/ETP providers by YTD net inflows
- Top currency hedged ETF/ETP index providers by assets
- Top currency hedged ETFs/ETPs by assets
- Top currency hedged ETFs/ETPs by YTD net inflows
- Distribution of currency hedged products by size
- Currency hedged ETF/ETP historical product launches
- Top new currency hedged ETFs/ETPs launched YTD by assets

Canadian currency hedged ETF/ETP industry
- Currency hedged asset growth
- Summary of currency hedged ETFs/ETPs
- ETFs/ETPs by hedged currency
- Currency hedged ETFs/ETPs by exposure
- Top currency hedged ETF/ETP providers by assets
- Top currency hedged ETF/ETP providers by YTD net inflows
- Top currency hedged ETF/ETP index providers by assets
- Top currency hedged ETFs/ETPs by assets
- Top currency hedged ETFs/ETPs by YTD net inflows
- Distribution of currency hedged products by size
- Currency hedged ETF/ETP historical product launches
- Top new currency hedged ETFs/ETPs launched YTD by assets

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

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