ETFGI reports assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record of 592 billion US dollars at the end of the first half of 2017
ETFGI reports assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record of 592 billion US dollars at the end of the first half of 2017
31 July 2017
LONDON — July 31, 2017 — ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, reported today that assets invested in Smart Beta equity ETFs/ETPs listed globally reached a new record of US$592 billion at the end of the first half of 2017, according to ETFGI’s June 2017 global smart beta equity ETF and ETP industry insights report an annual paid for research subscription service.
Year to date through end of June 2017, smart beta equity ETF/ETP assets have increased by 14.9% from US$515 Bn to US$592 Bn, with a 5-year CAGR of 31.9%.
At the end of June 2017, there were 1,255 smart beta equity ETFs/ETPs, with 2,159 listings, assets of US$592 Bn, from 153 providers on 39 exchanges in 32 countries.
“Equity markets have performed well in the first half of 2017: the S&P 500 gained 9.34%, international equity markets outside the US were up 14.27% and emerging markets were up 16.69%. Political risks remain a focus for investors - the ability of the Trump administration to move forward on policy goals and hearings on Capitol Hill, Brexit negotiations, and North Korea is still an area of concern.†According to Deborah Fuhr, managing partner at ETFGI.
89% of Smart Beta assets are invested in the 617 ETFs/ETPs that are domiciled and listed in the United States and 76% of the assets are invested in Smart Beta ETFs/ETPs that provide exposure to the US market.
YTD, iShares gathered the largest 'smart beta' ETF/ETP net inflows with US$13.18 Bn, followed by Vanguard with US$7.81 Bn and Charles Schwab Investment Management with US$4.46 Bn net inflows.
YTD, products tracking S&P Dow Jones 'smart beta' benchmarks gathered the largest net ETF/ETP inflows year to date with US$11.62 Bn, followed by CRSP with US$6.78 Bn and MSCI with US$6.31 Bn in net inflows.
Please contact [email protected] if you would like to discuss the cost to subscribe to any of ETFGI’s research or consulting services.
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Attribution Policy: The information contained herein is proprietary. The media is welcome to use our information and ideas, provided that the following sourcing is included: ETFGI is a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, based in London, England. Deborah Fuhr, Managing Partner, co-founder, ETFGI website www.etfgi.com.
Contact:
Deborah Fuhr
Managing Partner
ETFGI
Mobile: +44 777 5823 111
Email: [email protected]
Web: www.etfgi.com
Twitter: @deborahfuhr
LinkedIn: ETF Network
LinkedIn: Women In ETFs
ETFGI is a wholly independent research and consultancy firm providing services to leading global institutional and professional investors, the global exchange traded fund and exchange traded product ecosystem, its regulators and its advisers. ETFGI produces extensive ETF-specific analysis covering over 4,700 ETFs and ETPs, across 9,500 exchange listings from over 200 providers on 50 stock exchanges. ETFGI leverages extensive industry experience, unparalleled industry contacts and rigorous analysis to deliver proprietary research on the global ETF and ETP industry.
We provide services to both new and experienced institutional and professional investors interested in using ETFs and ETPs and better understanding the industry, product, regulatory and company specific data points.
We publish industry data and statistics and identify trends within the industry on a global, regional and country basis and offer a comprehensive and searchable global database which covers over 4,700 ETFs and ETPs, exceeding 9500 stock exchange listings on assets of in excess of US$1.7 trillion, from over 200 providers on 55 exchanges and are available to assist you with any research of a custom nature.
ETFGI also offers a full range of consulting services covering the spectrum of the exchange traded exposure universe from data and analytics to product structuring, due diligence on products and service providers, from distribution and capital market challenges to governance and the regulatory environment.
ETFGI partner Deborah Fuhr is one of the industry's leading commentators and an early identifier of the significance of the evolving industry over seventeen years ago. Together with our trusted industry partners and our partnership associates, ETFGI offers expertise on all aspects of ETFs and other exchange traded exposures.
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