The EDHEC-Risk Institute has announced the results of the 10th EDHEC European ETF and Smart Beta Survey, a comprehensive survey of 211 European ETF and Smart Beta investors, conducted as part of the Amundi research chair at EDHEC-Risk Institute on “ETF, Indexing and Smart Beta Investment Strategies”….
Sign up for our weekly Newsletter and receive the latest ETF and ETC news. Click here to register for your free copy
Publication of the EDHEC-Risk’s 10th European ETF and Smart Beta Survey
Key findings to the latest survey:
A growing use of ETFs
ETFs make up an increasing proportion of portfolio holdings across Equity and Fixed Income
In 2006, 45% of respondents used ETFs to invest in Equities compared to 91% in 2016
In 2006, 10% of respondents used ETFs to invest in Fixed Income compared to 65% in 2016
About two thirds of respondents (67%) use ETF to invest in Smart Beta in 2016, a considerable increase compared to 49% in 2014
Quantitative & Qualitative criteria guide ETF investors in their allocation choices
When choosing an ETF provider, investors look carefully at Cost, Quality and Long Term commitment
63% of respondents plan to increase adoption of ETFs with main goal to lower costs
Investors expect ETFs to be further developed in the Equity (asset class) and in the Smart Beta field to get exposure to mono and multi factor indices
How investors choose and use Smart Beta solutions
Investors use Smart Beta strategies with 2 main objectives: improve performance and manage risks
Liquidity, index construction methodology and transaction costs are decisive when assessing SB solutions
64 % of respondents invest in Smart beta passive solutions for Cost and Transparency reasons
44% of respondents invest in Smart Beta active solutions to benefit from the Reactivity and Dynamism they allow
Significant Smart Beta development perspectives
94% of respondents want to increase the use of Smart Beta strategies over the next 3 years
Investors wish further development in the Smart Beta Fixed Income field and in Alternative and customized solutions
Source: ETFWorld.co.uk
Subscribe to Our Newsletter
