Global ETF Survey 2023: Results and Insights

Earlier this year, we requested support from you, the readers at Investing.com, to gather your insights for a survey related to ETFs. 

In addition to generating valuable insights around the ETF investment landscape, the initiative by Trackinsight, in partnership with J.P. Morgan Asset Management, State Street (NYSE:STT), and Investing.com, helped raise funds for the victims of the earthquake in Turkey. 

With your support, we were able to raise approximately US$5,500 to donate to this initiative. We would like to take the time to thank you for your input, and share some of the key insights gathered. 

The survey provides a comprehensive overview of the current usage of ETFs and insights into how the industry is expected to evolve in the coming years. Here are highlights drawn from the data:

● Investors’ interest in ETFs remains high, with 56% of respondents planning to increase their exposure to Equity ETFs and 40% to Fixed Income in the next 2 to 3 years.

● ETFs have gained popularity among investors because they offer attractive features like low fees, easy diversification, and accessibility. Tax efficiency also plays an important role in ETF popularity in the Americas.

● Active strategies continue to build pace globally. The percentage of respondents having between 6% and 40% of their portfolio invested in actively managed ETFs is higher than ever.

● Investors are ready for Active ETFs, especially in the Americas, where they also use these products for Fixed Income and Thematic investing, while interest is mainly on equity in Europe. Nearly 80% of respondents in the Americas stated they would be more inclined to invest in an active strategy if packaged as an ETF rather than a mutual fund.

● Thematic investing strategies are all the rage, with 40% of respondents anticipating an increase in their allocation over the next few years, mainly for diversification and long-term strategies.

● ESG investing faces greenwashing concerns, and investors expect increased transparency; 60% of respondents have cited the inconsistencies of ESG analytical grids and guidelines as the main hurdle to investment.

● Investors look for Crypto solutions (single and multi-cryptocurrencies strategies) wrapped into ETPs as an easy way to access this market and get rid of wallet management issues.

The full report, available for free on etfcentral.com, details the key findings and ETF trends from over 500 professional investors who manage almost $900 billion of assets through ETFs.