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Surveys & research

ETF Securities publishes triannual research

Tue, 25/04/2017 - 08:50

ETF Securities has published its Triannual collection of research. Focusing specifically on the inclusion of inflation linked bonds in a portfolio, Morgane Delledonne, Associate Director, Fixed Income Strategist comments that inflation-linked (I/L) bonds generally outperform nominal bonds in times of rising inflation and growth by an average of 3 per cent. »

Choosing the right ETF is top investor concern

Tue, 28/03/2017 - 08:26

Choosing the right exchange traded fund is the number one concern for experienced investors when investing in ETFs, according to E*TRADE Financial’s StreetWise quarterly tracking study. »

New study finds Asian institutions driving ETF growth

Mon, 27/03/2017 - 10:06

Low cost investing and the rise of the robo-advisory model in Asia are causing a number of traditionally active fund houses to ramp up their passive capabilities, including strategic beta, a new study finds. »

Craig Bridgewater, KPMG

KPMG survey reveals the impact of technology

Fri, 24/03/2017 - 14:00

To investigate the extent to which technology is disrupting the financial services sector, KPMG recently partnered with the Alternative Investment Management Association (AIMA) and the Managed Funds Association (MFA) to determine how managers are responding.  »

US equity passive fund inflows down USD1 billion in February

US equity passive fund inflows down USD1 billion in February

Mon, 20/03/2017 - 08:50

Investors put USD29.1 billion into US equity passive funds in February, down from USD30.6 billion in January 2017. »

Alina Lamy, Morningstar

Investors turn to fixed income and money market in 2016, says Morningstar

Wed, 08/03/2017 - 08:36

Worldwide mutual fund and ETF asset flows decreased to USD728 billion in 2016 from USD1 trillion in 2015, signalling slowing demand for global markets. »

Institutional assets flow into ETFs

Wed, 01/03/2017 - 13:54

A new report from Greenwich Associates finds that institutional assets are flowing into ETFs as US institutions integrate ETFs into essential functions ranging from risk management and liquidity enhancement to the generation of income and yield in a challenging interest-rate environment.   »

European ETFs on track to reach EUR1tn in AUM by 2020, says Morningstar

Wed, 01/03/2017 - 10:12

Driven by regulatory changes, innovation and increasing preference for low-cost investment solutions, ETF adoption across Europe is set to accelerate and could hit the EUR1 trillion-mark by 2020, according to a Morningstar report. »

US passive investing to overtake active in four to seven years, says Moody’s

US passive investing to overtake active in four to seven years, says Moody’s

Fri, 03/02/2017 - 08:51

The popularity of passive investments, including ETFs and index funds, will continue to outpace active investments and achieve a leading share of the US market by 2024 or sooner, according to Moody's Investors Service. »

Adviser sentiment on Canadian equities remains strong

Wed, 01/02/2017 - 13:13

Canadian investment advisers expect Canadian and US equities to continue to break record highs in the first quarter of 2017, according to the Q1 2017 Adviser Sentiment Survey conducted by Horizons ETFs Management (Canada). »

Strategic beta ETFs ‘underused in managing investor anxieties’

Fri, 20/01/2017 - 13:10

Market volatility and geopolitical events are fuelling investor anxiety, yet most aren’t taking advantage of the full suite of investment options that may help manage risk exposure at a lower cost, namely strategic beta exchange traded funds (ETFs), according to a survey from Hartford Funds. »

European ETFs pull in EUR47.9bn of net new money in 2016

Thu, 19/01/2017 - 09:06

The European exchange-traded-fund market attracted EUR11.5 billion in net new money in the fourth quarter of 2016, bringing the grand total for the year to EUR47.9 billion, according to a report from Morningstar. »

Half of US investors plan to invest in ETFs in 2017

Thu, 19/01/2017 - 09:05

Exchange traded funds (ETFs) will play a bigger role in investment portfolios in 2017, according to data released by BlackRock. »

SCM Direct finds smart beta ETFs beat human active fund managers in 2016

Tue, 17/01/2017 - 12:07

New research from SCM Direct into smart beta ETFs claims that while they are by no means perfect, they can be a much better investment choice than traditionally managed active funds. »

Many investors do not equate ETFs with long-term investing

Thu, 17/11/2016 - 13:19

Many investors do not equate exchange traded funds (ETFs) with long-term investing, with two out of five investors believing ETFs are better suited for short-term trading. »

Chris Mellor, Source

A quarter of institutional investors to capture emerging market rebound through index tracking

Mon, 31/10/2016 - 10:42

A quarter (26 per cent) of institutional investors say they will capture the rebound in emerging markets through index tracking/passive investments, according to research commissioned by European exchange-traded fund (ETF) provider Source. »

Survey finds demand for non-traditional ETFs is increasing

Wed, 05/10/2016 - 14:57

ETF custodian and fund administrator Brown Brothers Harriman & Co, working with research firm Inside ETFs, have published the results of their ‘2016 European Investor Survey’, which gauges the sentiment of investors toward ETF product and distribution strategies.  »

Todd Moyer, Confluence

Asset managers prioritising process automation and regulatory reporting

Tue, 27/09/2016 - 09:01

Asset management professionals continue to prioritise back-office automation and managing increased regulatory reporting, according to the 2016 Asset Management Industry Trends Survey by Confluence. »

Study finds fallen angels offer improved diversification and enhanced returns

Mon, 26/09/2016 - 12:22

A new paper from Cass Business School Professors Andrew Clare, Stephen Thomas and Dr Nick Motson, and supported by Invesco PowerShares, finds that the ‘fallen angels’ phenomenon can offer the opportunity to enhance the returns on a multi-asset portfolio and the potential to improve diversification.  »

Emerging market countries enjoy relatively low indebtedness

Mon, 26/09/2016 - 10:01

ETF provider Source has conducted new analysis that shows  the relatively low indebtedness of emerging market (EM) countries, with Russia and Indonesia among the ‘stars’ that have shrinking debt burdens financed domestically.  »

Use of factor-based ETFs to increase, says survey

Thu, 22/09/2016 - 07:01

Despite concern in recent months that select exchange-traded fund (ETF) strategies are becoming expensive, 80 per cent of respondents to a PowerShares survey indicated that they are not worried about a potential bubble in factor-based ETFs. »

Lyxor research highlights importance of Smart Beta in new investment strategies

Wed, 14/09/2016 - 14:31

Lyxor Asset Management has published a study that compares the performance of European domiciled active funds with that of their benchmarks. »

Millennials interested in less mainstream ETFs

Tue, 30/08/2016 - 08:07

Investors’ preferences for exchange-traded funds (ETFs) vary by age, a StreetWise study by E*TRADE Financial Corporation shows. »

Volatility ETPs see big increase in popularity amid continued market turbulence, says TABB Group research

Wed, 17/08/2016 - 12:43

Exchange-traded products (ETPs) based on the CBOE Volatility Index (VIX) have become increasingly popular in 2016 as traders look for opportunities to profit from the continued turbulence in the market. »

Global events promote growth and innovation in ETF industry, says BMO report

Fri, 29/07/2016 - 14:54

The Canadian exchange-traded fund (ETF) industry is on pace for another historic year with more than CAD10.6 billion in inflows to date in 2016, according to BMO Global Asset management’s latest semi-annual ETF Outlook Report. »

Optimism among investors in emerging markets is growing, survey shows

Optimism among investors in emerging markets is growing, survey shows

Fri, 22/07/2016 - 08:28

Emerging Global Advisors’ (EGA) latest Emerging Markets (EM) Investor Sentiment Survey shows sentiment increased 28 per cent from 538 in the first quarter of 2016 to 687 in the second quarter of 2016. »

ETF investors favour corporate bonds and gold amid market uncertainty

ETF investors favour corporate bonds and gold amid market uncertainty

Tue, 19/07/2016 - 13:18

The European exchange-traded-fund market netted nearly EUR8 billion of new money in the second quarter of 2016, a decline from the EUR11 billion of net inflows registered in the first quarter, according to data released by Morningstar. »

Asia-Pacific ex-Japan ETPs gather USD3bn net new assets in June

Mon, 18/07/2016 - 12:48

Exchange-traded funds (ETFs) and exchange-traded products (ETPs) listed in Asia Pacific ex-Japan gathered USD3 billion in net new assets in June 2016, according to preliminary data from ETFGI’s June 2016 global ETF and ETP industry insights report. »

Global ETF assets under management to exceed USD7tn by 2021, says PwC

Mon, 11/07/2016 - 10:37

PwC expects accelerated growth in exchange traded funds (ETFs) over the next five years, with global assets under management (AUM) expected to exceed USD7 trillion by 2021. »

Paper finds that valuations matter in smart beta

Mon, 13/06/2016 - 12:33

To win with ‘Smart Beta’, ask if the price is right is the suggestion of Rob Arnott, Noah Beck, and Vitali Kalesnik, Ph.D in their latest paper on the subject for Research Affiliates.  »

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