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European ETF Study

This annual stakeholder study is dedicated to exploring various aspects of the European ETF industry in depth, tracking the development of ETF trends and opportunities to gain a deeper understanding of the investor audience.

  • 450 retail / wholesale – Fund selectors / intermediaries at retail banks, private banks, insurers (unit-linked insurance), IFAs, wealth managers, financial-advisory firms, and family-office advisers
  • A powerful mix of client-facing individuals and those focussed on central fund research / selection
  • Target participant numbers per market consider AUM size and specific fund-distribution dynamics
  • All qualified as users / investors of ETFs

EuroETF explores the awareness, perceptions and usage ETFs, looks at the key drivers of use and considerations and provides insight for stakeholders on their brand positioning where appropriate. The study will be especially of interest to those stakeholders who have entered or are considering entering the Active ETF space.

Key themes explored:

Current usage and expected usage of different kinds of ETFs: passive, active, and smart / strategic beta

ETF allocation intentions by asset class

The role of ETFs in portfolios e.g. tactical vs strategic

Key routes to accessing ETFs e.g. wrappers used in each market; buying on exchange vs over the counter

Reasons for selecting an ETF provider

Responsible investment preferences when investing in ETFs

Pros and cons of different ETF vehicles – test level of agreement with a variety of statements

Maximum tracking error acceptable in passive and active ETFs

Future preference for ETFs vs mutual funds

Potential appetite for cryptocurrency ETFs

Unprompted market leaders for ETFs – split by product type

Sources of ETF research used

For more information contact Mark McFee.

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