The methodology for the ETF Express US 2022 awards is below.
As with previous awards, the nomination process is conducted for the service provider categories only.
Issuer category shortlists are based on pre-selection data, provided by our data partner Trackinsight, based on asset growth, reflecting both investment returns and net flows, over the 12 months from 31st May 2021 to 1st June 2022 and will be available for voting from 5th September 2022 and will end 23rd September 2022.
The winners of the ETF Express US ETF awards 2022 will be announced on 27th October, 2022 at the Award event at The Metropolitan Club in New York.
Methodology for Service Provider Categories
Service Provider categories undergo a two step process for the awards.
First a widespread survey is conducted for industry participants where participants are welcome to nominate their own company.
These nominations are then collated to provide a short list which are combined with the Issuer shortlist (see below for more details) to be voted on by the industry. These votes are limited to 10 internal votes per company, and as they are a different process to the nominations individuals need to nominate and vote to ensure their chosen Service Provider has the chance of winning.
Methodology for Issuer Categories
Methodology for ETF Express awards 2022, with data provided by Trackinsight.
The pre-selection data for the issuer shortlists was provided by Trackinsight. Candidates in all asset class categories and groupings were determined on the basis of the following criteria:
All US ETFs that were listed before 1st June, 2021 and that have not closed at the date when processing the data, were included.
1. For each category, all of an issuer's ETFs in that specific asset class category or grouping were combined to give a total assets under management figure.
2. Within all categories, issuers with assets of below USD100 million were excluded (based on average assets during the period under review).
3. Shortlist nominations were based on the percentage change in the issuers' assets under management in each category over a 12-month period from 31st May 2021 to 1st June 2022.
4. Where the sample size in specific asset class categories permitted, issuers were also grouped by average asset thresholds such as: USD100 million - USD1billion; USD1billion - USD10 billion; USD5 billion - USD50billion and USD50 billion+.