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Brown Brothers Harriman Global ETF Investor Survey 2024: $12.71 Trillion Global ETF AUM,  Top 8 Interested ETF strategies are Defined Outcome ETFs, Cryptocurrency, Leveraged / Inverse, Actively Managed, Multi-Asset, Fixed Income, Commodity & Factors, Top 5 Thematic ETFs are Innovation / Disruption, Autonomous & Electric Vehicles, Cybersecurity, Robotics & Artificial Intelligence and Digital Asset / Cryptocurrency, Top 5 Type of Actively Managed ETFs to Increase are Multi-Asset, Defined Outcome, Fixed Income, Equity & Commodities

27th September 2024 | Hong Kong 

Brown Brothers Harriman, the oldest & largest private investment banks in United States, has released the Global ETF Investor Survey 2024, providing key insights into 325 ETFs (Exchange Traded Funds) investors in United States, Europe & Greater China (40% of investors with > $1 billion AUM).  2024 March ETF AUM – $12.71 trillion.  2023 ETF inflow – $975 billion.  Top 8 Interested ETF strategies – Defined Outcome ETFs (Buffered ETFs), Cryptocurrency, Leveraged / Inverse, Actively Managed, Multi-Asset, Fixed Income, Commodity, Factors (e.g. Value, Growth, Momentum).  Increase or decrease Fixed Income ETFs in next 12 months – Increase 70% / Decrease 17%.  Top 3 Fixed Income ETFs type – Corporate Bond “High Yield” ETF, Sovereign Debt (Non-U.S.), Mortgage-Backed or Asset-Backed Securities (MBS/ABS) ETF.  Increase or decrease Thematic ETFs in next 12 months – Increase 73% / Decrease 16%.  Top 5 Thematic ETFs type – Innovation / Disruption, Autonomous & Electric Vehicles, Cybersecurity, Robotics & Artificial Intelligence, Digital Asset / Cryptocurrency.  Increase or decrease ESG ETFs in next 12 months – Increase 74%, Decrease 14%.  Top 3 Reasons Not Investing in ESG ETFs – Concerned about the performance of ESG ETFs, ESG ETFs are too expensive, Public perception / Political backlash.  Increase or decrease to Actively Managed ETFs issuers in next 12 months – Increase 78% / Decrease or same – 22%.  Top 5 Type of Actively Managed ETFs to increase – Multi-Asset, Defined Outcome, Fixed Income, Equity, Commodities.  Top 3 Key factors when selecting Actively Managed ETFs – ETF Issuer, Trading Volume, Portfolio Transparency.  Top 3 Preferences for more Actively Managed ETFs products – Fixed Income, Liquid Alternatives, Target Date.  Top 5 Most bullish asset class for United States investors – Digital currency 24%, Fixed Income 18%, Equities 17%, Alternatives 17%, Commodities 17%.  Top 5 Most bullish asset class for Europe investors – Digital currency 24%, Alternatives 19%, Commodities 18%, Fixed Income 15%, Cash 13%.  Top 5 Most bullish asset class for Greater China investors – Digital currency 21%, Equities 18%, Alternatives 16%, Commodities 15%, Fixed Income 14%.  Use of ETFs in next 12 months – Increase 82% / Decrease 13%.  Top 3 Purposes of using ETFs – As satellites in a portfolio 49%, To manage liquidity / cash equitization 47%, To express short term / tactical views 45%.  Top 3 factors when selecting ETFs – ETF Issuer, Historical Performance, Tax Efficiency.  Top 3 Most valuable services of ETF issuers – Product Information Content, Marketing Support, Portfolio / Practice Management / Investment Support.  See below for key summary & findings | View report here

“ Brown Brothers Harriman Global ETF Investor Survey 2024: $12.71 Trillion Global ETF AUM,  Top 8 Interested ETF strategies are Defined Outcome ETFs, Cryptocurrency, Leveraged / Inverse, Actively Managed, Multi-Asset, Fixed Income, Commodity & Factors, Top 5 Thematic ETFs are Innovation / Disruption, Autonomous & Electric Vehicles, Cybersecurity, Robotics & Artificial Intelligence and Digital Asset / Cryptocurrency, Top 5 Type of Actively Managed ETFs to Increase are Multi-Asset, Defined Outcome, Fixed Income, Equity & Commodities “

 



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Brown Brothers Harriman Global ETF Investor Survey 2024: $12.71 Trillion Global ETF AUM,  Top 8 Interested ETF strategies are Defined Outcome ETFs, Cryptocurrency, Leveraged / Inverse, Actively Managed, Multi-Asset, Fixed Income, Commodity & Factors, Top 5 Thematic ETFs are Innovation / Disruption, Autonomous & Electric Vehicles, Cybersecurity, Robotics & Artificial Intelligence and Digital Asset / Cryptocurrency, Top 5 Type of Actively Managed ETFs to Increase are Multi-Asset, Defined Outcome, Fixed Income, Equity & Commodities

New York Stock Exchange NYSE

Brown Brothers Harriman, the oldest & largest private investment banks in United States, has released the Global ETF Investor Survey 2024, providing key insights into 325 ETFs (Exchange Traded Funds) investors in United States, Europe & Greater China (40% of investors with > $1 billion AUM).  See below for key summary & findings | View report here

 

Brown Brothers Harriman Global ETF Investor Survey 2024

Summary – Profile

  • ETFs investors – 325 investors
  • More than $1 billion AUM – 40%
  • Below $1 billion AUM – 60%
  • Investors with above 50% of Portfolio in ETFs – 24%

Summary

  1. 2024 March ETF AUM – $12.71 trillion 
  2. 2023 ETF inflow – $975 billion
  3. Top 8 Interested ETF strategies – Defined Outcome ETFs (Buffered ETFs), Cryptocurrency, Leveraged / Inverse, Actively Managed, Multi-Asset, Fixed Income, Commodity, Factors (e.g. Value, Growth, Momentum)
  4. Increase or decrease Fixed Income ETFs in next 12 months – Increase 70% / Decrease 17%
  5. Top 3 Fixed Income ETFs type – Corporate Bond “High Yield” ETF, Sovereign Debt (Non-U.S.), Mortgage-Backed or Asset-Backed Securities (MBS/ABS) ETF
  6. Increase or decrease Thematic ETFs in next 12 months – Increase 73% / Decrease 16%
  7. Top 5 Thematic ETFs type – Innovation / Disruption, Autonomous & Electric Vehicles, Cybersecurity, Robotics & Artificial Intelligence, Digital Asset / Cryptocurrency
  8. Increase or decrease ESG ETFs in next 12 months – Increase 74%, Decrease 14%
  9. Top 3 Reasons Not Investing in ESG ETFs – Concerned about the performance of ESG ETFs, ESG ETFs are too expensive, Public perception / Political backlash
  10. Increase or decrease to Actively Managed ETFs issuers in next 12 months – Increase 78% / Decrease or same – 22%
    Top 5 Type of Actively Managed ETFs to increase – Multi-Asset, Defined Outcome, Fixed Income, Equity, Commodities
  11. Top 3 Key factors when selecting Actively Managed ETFs – ETF Issuer, Trading Volume, Portfolio Transparency
  12. Top 3 Preferences for more Actively Managed ETFs products – Fixed Income, Liquid Alternatives, Target Date
  13. Top 5 Most bullish asset class for United States investors – Digital currency 24%, Fixed Income 18%, Equities 17%, Alternatives 17%, Commodities 17%
  14. Top 5 Most bullish asset class for Europe investors – Digital currency 24%, Alternatives 19%, Commodities 18%, Fixed Income 15%, Cash 13%
  15. Top 5 Most bullish asset class for Greater China investors – Digital currency 21%, Equities 18%, Alternatives 16%, Commodities 15%, Fixed Income 14%
  16. Use of ETFs in next 12 months – Increase 82% / Decrease 13%
  17. Top 3 Purposes of using ETFs – As satellites in a portfolio 49%, To manage liquidity / cash equitization 47%, To express short term / tactical views 45%
  18. Top 3 factors when selecting ETFs – ETF Issuer, Historical Performance, Tax Efficiency
  19. Top 3 Most valuable services of ETF issuers – Product Information Content, Marketing Support, Portfolio / Practice Management / Investment Support

 

Brown Brothers Harriman Global ETF Investor Survey 2024

1) Investors Profile 

  • ETFs investors – 325 investors
  • More than $1 billion AUM – 40%
  • Below $1 billion AUM – 60%
  • Investors with above 50% of Portfolio in ETFs – 24%
  • Region – United States, Europe & Greater China

 

2) ETFs Overview & Investment Outlook

  • 2024 March ETF AUM – $12.71 trillion 
  • 2023 ETF inflow – $975 billion

 

Top 12 Interested ETF strategies:

  1. Defined Outcome ETFs (Buffered ETFs) – 30%
  2. Cryptocurrency – 26%
  3. Leveraged / Inverse – 26%
  4. Actively Managed – 25%
  5. Multi-Asset – 25%
  6. Fixed Income – 25%
  7. Commodity – 24%
  8. Factors (e.g. Value, Growth, Momentum) – 23%
  9. Environmental, Social & Governance (ESG) – 20%
  10. Target Date – 20%
  11. Dividend / Income – 19%
  12. Thematic – 17%

Increase or decrease Fixed Income ETFs in next 12 months:

  • Increase – 70%
  • Decrease – 17%
  • Same – 12%
  • Not sure – 1%

Top 12 Fixed Income ETFs type:

  1. Corporate Bond “High Yield” ETF – 30%
  2. Sovereign Debt (Non-U.S.) – 30%
  3. Mortgage-Backed or Asset-Backed Securities (MBS/ABS) ETF – 29%
  4. Municipal Bond ETF – 28%
  5. Inflation-Linked Securities ETF – 25%
  6. US Treasury ETF – 25%
  7. Emerging Market Bond ETF – 25%
  8. Intermediate or Long-Duration ETF – 23%
  9. Corporate Bond – Investment Grade ETF – 21%
  10. Short-Duration Bond ETF – 19%
  11. India Government Bond ETF – 17%
  12. Loans / CLOs – 14%

 

Increase or decrease Thematic ETFs in next 12 months:

  • Increase – 73%
  • Decrease – 16%
  • Same – 10%
  • Do not invest  – 1%

Top 8 Thematic ETFs type:

  1. Innovation / Disruption – 39%
  2. Autonomous & Electric Vehicles – 39%
  3. Cybersecurity – 36%
  4. Robotics & Artificial Intelligence – 36%
  5. Digital Asset / Cryptocurrency – 36%
  6. Cloud Computing – 35%
  7. Biotechnology – 31%
  8. Clean Energy – 30%

Increase or decrease ESG ETFs in next 12 months:

  • Increase – 74%
  • Decrease – 14%
  • Same – 11%
  • Do not invest – 1%

Top 7 Reasons Not Investing in ESG ETFs:

  1. Concerned about the performance of ESG ETFs – 48%
  2. ESG ETFs are too expensive – 46%
  3. Public perception / Political backlash – 46%
  4. Limited / No availability on trading platform – 44%
  5. Lack of client interest – 42%
  6. Lack of consistent methodology and framework – 39%
  7. Other – 1%

Increase or decrease Actively managed ETFs issuers in next 12 months:

  • Increase – 78%
  • Decrease / same – 22%

Type of Actively Managed ETFs to increase:

  1. Multi-Asset – 43%
  2. Defined Outcome – 39%
  3. Fixed Income – 39%
  4. Equity – 38%
  5. Commodities – 35%
  6. Liquid Alternatives – 34%
  7. Target Date – 32%

Preferences for more Actively Managed ETFs products:

  1. Fixed Income – 43%
  2. Liquid Alternatives – 42%
  3. Target Date – 40%
  4. Equity – 38%
  5. Multi-Asset – 38%
  6. Defined Outcome – 37%
  7. Commodities – 37%

Key factors when selecting Actively Managed ETFs:

  1. ETF Issuer – 43%
  2. Trading Volume – 43%
  3. Portfolio Transparency – 38%
  4. Manager Tenure / Experience – 37%
  5. Expense Ratio – 37%
  6. Tax Efficiency – 35%
  7. Trading Spreads – 34%
  8. Historical Performance – 33%

Key Considerations in using Actively Managed ETFs:

  1. Efficient portfolio management – 42%
  2. As a substitute / replacement for active mutual funds – 37%
  3. As satellites in a portfolio – 37%
  4. To manage liquidity / cash equitization – 37%
  5. As the core of a portfolio – 37%
  6. As part of a model – 36%
  7. To express short term/tactical views – 32%

 

3) ETFs Asset Class Bullish / Bearish Views

Most bullish asset class in next 12 months (United States investors):

  1. Digital currency – 24%
  2. Fixed Income – 18%
  3. Equities – 17%
  4. Alternatives – 17%
  5. Commodities – 17%
  6. Cash – 7%

Most bullish asset class in next 12 months (Europe investors):

  1. Digital currency – 24%
  2. Alternatives – 19%
  3. Commodities – 18%
  4. Fixed Income – 15%
  5. Cash – 13%
  6. Equities – 10%

Most bullish asset class in next 12 months (Greater China investors):

  1. Digital currency – 21%
  2. Equities – 18%
  3. Alternatives – 16%
  4. Cash – 16%
  5. Commodities – 15%
  6. Fixed Income – 14%

Overly bearish asset class (United States investors):

  1. Digital currency – 19%
  2. Alternatives – 18%
  3. Commodities – 17%
  4. Fixed Income – 16%
  5. Cash – 16%
  6. Equities – 14%

Overly bearish asset class (Europe investors):

  1. Digital currency – 27%
  2. Alternatives – 24%
  3. Commodities – 10%
  4. Fixed Income – 14%
  5. Equities – 13%
  6. Cash – 11%

Overly bearish asset class (Greater China investors):

  1. Digital currency – 23%
  2. Commodities – 20%
  3. Fixed Income – 15%
  4. Equities – 15%
  5. Cash – 14%
  6. Alternatives – 13%

 

4) ETFs Investment Preferences 

Use of ETFs in next 12 months

  • Increase – 82%
  • Decrease – 13%
  • Same – 5%

Use of ETFs in next 12 months (US / Europe / Greater China)

  • Increase – 97% / 74% / 77%
  • Decrease – 1% / 18% / 18%
  • Same – 2% / 7% / 5%

Top 6 Purposes of using ETFs

  1. As satellites in a portfolio – 49%
  2. To manage liquidity / cash equitization – 47%
  3. To express short term / tactical views – 45%
  4. Efficient portfolio management – 42%
  5. As the core of a portfolio – 40%
  6. As part of a model – 37%

Minimum AUM ETFs before investing:

  • Below $25 m – 5%
  • $25 m to $50 m – 17%
  • $51 m to $100 m – 41%
  • $101 m to $250 m – 31%
  • More than $250 m – 5%
  • No requirement – 0%

Key factors when selecting ETFs:

  1. ETF Issuer – 42%
  2. Historical Performance – 40%
  3. Tax Efficiency – 38%
  4. Tracking Error – 37%
  5. Expense Ratio – 37%
  6. Index Methodology – 36%
  7. Trading Spreads – 36%
  8. Trading Volume – 34%

Most valuable services of ETF issuers

  1. Product Information Content – 58%
  2. Marketing Support – 54%
  3. Portfolio / Practice Management / Investment Support – 52%
  4. Market and Economic Commentary – 50%
  5. Online Tools & Resources – 42%

Increase or decrease using no. of ETFs issuers in next 12 months:

  • Increase – 74%
  • Decrease – 2%
  • Same – 23%

 

Brown Brothers Harriman Global ETF Investor Survey 2024

The BBH ETF Survey was conducted by Wakefield Research (www.wakefieldresearch.com) among 325 ETF Investors in the following markets: United States, Greater China (Mainland China, Taiwan, Hong Kong), Europe (UK, Germany, France, Italy, Spain, Switzerland) between March 21st and March 31st, 2024, using an email invitation and an online survey.   Results of any sample are subject to sampling variation. The magnitude of the variation is measurable and is affected by the number of interviews and the level of the percentages expressing the results. For the interviews conducted in this particular study, the chances are 95 in 100 that a survey result does not vary, plus or minus, by more than 5.4 percentage points total and from the result that would be obtained if interviews had been conducted with all persons in the universe represented by the sample. 

 

 

About Brown Brothers Harriman

BBH is a privately held, global financial services firm founded in 1818 and headquartered in New York City.  BBH is known for its exceptional client service, technology expertise, and customized solutions. For 200 years its client-centric approach has fostered deep and lasting relationships built on commitment and trust. As a private partnership, free from the distractions of short-term or public market expectations, BBH is built to put clients first and create success that lasts.  BBH’s Investor Services business provides asset servicing, capital markets, and operating model solutions to many of the world’s leading asset managers and financial institutions. Asset servicing solutions include cross-border custody, accounting, and administration and related services. Capital markets solutions include operational and strategic foreign exchange and securities lending services. BBH’s operating model solutions solve for platform, data, and connectivity challenges across open-architecture operating models for asset managers, asset owners, and financial institutions.  BBH operates in over 90 markets worldwide from 18 offices. BBH employs approximately 6,000 professionals.




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