Results from FTSE Russell’s fifth annual global institutional smart beta survey, shared earlier this week, confirm that awareness and utilization of smart beta index-based investment strategies continues to grow among global institutional investors, with a 16% increase in smart beta implementation or consideration by global asset owners over the past five years.
In addition, results highlight emerging trends in the smart beta index space, specifically the growing use of multi-factor combination smart beta index-based investment strategies and the recent rise of ESG investment strategies.
Source: FTSE Russell - Smart beta: 2018 global survey findings from asset owners.
Rolf Agather – managing director, North America research, FTSE Russell
“With five years of results for our global smart beta survey, we are able to offer unique insight across the industry on how the preferences and needs of our global clients are changing. Notably, our findings illustrate the growing awareness and usage of multi-factor and ESG smart beta indexes in recent years.”
In addition, according to ETF data and analytics provider XTF, global assets under management in ETFs tracking smart beta indexes have nearly doubled since January 2014, when the FTSE Russell survey was first fielded, increasing from $435.6 billion to $804.3 billion as of April 30, 2018. ETFs based on multi-factor and ESG smart beta indexes saw similar asset growth, increasing from $14.1 billion to $35.1 billion and $6.5 billion to $14.8 billion, respectively, from January 2016 through April 30, 2018.
Get more information on the 2018 FTSE Russell Global Institutional Smart Beta Survey.
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