Bringing you live news and features since 2006 


Institutional ETF adoption driven by specific investment outcomes


Interest in specific investment outcomes will drive institutional exchange-traded fund (ETF) adoption, according to the July issue of The Cerulli Edge – US monthly Product Trends.

One ETF sponsor told Cerulli that institutional use of so-called smart-beta or strategic beta strategies will be a key driver of institutional asset management mandates over the next three years and that exposure will likely come via ETFs.
Strategist firms that take the approach of acting as a tactical manager and working with institutions to show various ways that they can incorporate ETFs into their asset allocation models, may prove to be more successful in the channel.
One ETF strategist with whom Cerulli spoke stated that an area of focus they are finding beneficial is smaller-sized corporate defined benefit plans that may not be large enough for a separate account structure.
Both mutual fund and ETF assets continue to grow, at respective rates of 3.1 per cent and 0.9 per cent from May to June 2014. Taxable bond mutual funds have the highest flows year-to-date and achieved USD10.5 billion in June alone. Europe stock, foreign large blend, and real estate ETF categories gathered the most year-to-date flows as of June.

Latest News

The August data from LSEG Lipper shows that the global ETF industry held USD10,547.4 billion in assets under management on..
HANetf has announced that their European Green Deal UCITS ETF (ticker: EUGD) has reached USD52 million (EUR49.9 million) in assets..
Legal & General Investment Management (LGIM) has announced the launch of the L&G Global Brands UCITS ETF. The firm writes..
Vienna Stock Exchange has launched three new thematic indices: CECE Reshoring, CECE Commodity Producers and CECE Clean Energy, writing that..

Related Articles

John Ciampaglia, Sprott Asset Management
Geo-political tensions and concerns about hitting clean energy targets have brought the focus back onto nuclear power in recent months,...
Nick King, Robeco
Europeam investment management giant Robeco has announced the appointment of Nick King as Head of Exchange Traded Funds (ETFs), in...
Kristof Gleich, Harbor Capital
Harbor Capital burst onto the ETF issuance world in 2021 and now has USD1.1 billion in assets in ETFs. But...
Europe’s thematic ETF provider, Rize ETF, has been acquired by ARK Invest LLC, the parent of ARK Investment Management LLC,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by