ETFGI reports assets invested in smart beta equity ETFs/ETPs listed globally reached a new record of US$607 billion at the end of July 2017
LONDON - August 24, 2017 - ETFGI, a leading independent research and consultancy firm on trends in the global ETF/ETP ecosystem, today reported assets invested in smart beta equity ETFs/ETPs listed globally reached a new record of US$607 billion at the end of July 2017, according to data from ETFGI’s July 2017 global smart beta equity ETF and ETP industry insights report.
Record levels of assets were reached at the end of July for equity smart beta ETFs/ETPs listed globally with US$607.17 Bn, in the United States US$538.62 Bn, in Europe US$44.84 Bn, in Canada US$14.81 Bn and in Asia Pacific (ex-Japan) US$5.57 Bn.
In July 2017, smart beta equity ETFs/ETPs gathered net inflows of US$6.39 Bn. Combining market moves and net inflows, smart beta equity ETF/ETP assets have increased by 17.8% from US$515.22 Bn to US$607.17 Bn, with a 5-year CAGR of 31.9%.
At the end of July 2017, there were 1,264 smart beta equity ETFs/ETPs, with 2,159 listings, assets of US$607 Bn, from 154 providers on 40 exchanges in 33 countries.
“Most equity markets continued to see gains in July. The S&P 500 gained 2% with Telecom and Info Tech the top performing sectors, up 6% and 4%, respectively. International equities, and especially emerging markets, were up 3% and 6%, respectively. 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 621 ETFs/ETPs that are domiciled and listed in the United States and 76% of the assets are invested in 499 ETFs/ETPs that provide Smart Beta exposure to the US market.
iShares gathered the largest 'smart beta' ETF/ETP net inflows in July with US$1.53 Bn, followed by Vanguard with US$1.52 Bn and PowerShares with US$0.70 Bn net inflows.
Products tracking S&P Dow Jones 'smart beta' indices gathered the largest net ETF/ETP inflows in July with US$2.40 Bn, followed by CRSP with US$1.26 Bn and FTSE Russell with US$0.54 Bn net inflows.
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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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