Assets invested in ETFs and ETPs listed in Japan reached a record USD556 billion at the end of May, according to data release BY ETFGI.
Results & performance
Industry participants often cite liquidity, costs, transparency, and the relative tax advantages of exchange-traded funds (ETFs) as catalysts for the broad adoption of the structure over the past three decades. Until recently, actively managed versions of ETFs were scarce, but growth has accelerated since the adoption of Rule 6c-11 (also known as "The ETF Rule") by the SEC in September 2019.
Canada’s Mackenzie Investments, with CAD197.3 billion in assets under management, has published its 2021 Mid-Year ETF Report, which finds that CAD25 billion flowed into the Canadian ETF market in first five months of 2021, putting it on the path to beat 2020’s record-breaking CAD41 billion year. The six months also saw a record-breaking CAD billion in inflows to Canadian-listed ESG-focused ETFs between January and March.
Assets invested in Environmental, Social, and Governance (ESG) ETFs and ETPs listed globally reached a record of USD280 billion at the end of May 2021, according to ETFGI’s May 2021 ETF and ETP ESG industry landscape insights report, the monthly report which is part of an annual paid-for research subscription service.
HSBC Asset Management's ETF business has grown to over USD16.5 billion in assets under management (AUM). This represents an increase of around 180 per cent over just two and a half years.
Lyxor’s May ETF review finds that the economic recovery is on track and has been welcomed by equity markets’ strong performance with the S&P 500 up 12.86 per cent Year to Date – as at 10 June 2021.
Refinitiv Lipper has published its review of the European ETF industry in 2020, entitled Unwrapping the European ETF industry, and authored by Detlef Glow (pictured), Head of Lipper EMEA Research, Refinitiv.
Global X’s European Thematic UCITS Report for May 2021 found that at the end of May 2021, there were 61 thematic UCITS ETFs totalling USD35.6 billion in assets under management (AUM), declining by 0.8 per cent on the month. Disruptive Technologies and People & Demographics recorded a monthly decrease of AUMs in May, -2 per cent and -5 per cent respectively, while Physical Environment thematic UCITS ETFs saw a 3 per cent increase.
The VanEck Vectors Semiconductor UCITS ETF has reached over USD500 million in assets just six month seater launch. The index fund is the first UCITS-compliant ETF in Europe with a focus on companies from the semiconductor industry.
Harvest Portfolios Group's Harvest Travel & Leisure Index ETF (TSX: TRVL) (TSX: TRVL.U) has raised over USD200 million (Class A and Class U units combined) in assets under management (AUM) since its debut on the Toronto Stock Exchange.