Short track record no hindrance to ETF attraction – survey

ETFs with track records of less than a year are still attractive to investors, according to one of they key findings of the 2016 European Investor Survey published by Brown Brothers Harriman & Co. (BBH), which provides ETF custody and administration services.

Other key findings include:

  • 52% of respondents consider ESG factors when making a new investment.
  • 78% of respondents have less than 5% of their portfolio in smart beta, yet 49% view it as an alternative to active strategies.
  • 68% of respondents will invest in an ETF with a track record of less than 1 year; only 20% of respondents will invest in an ETF with less than €50m in AUM.
  • 54% of respondents see robo-advisors as an opportunity for their business

Brown Brothers Harriman partnered with Inside ETFs to conduct the survey between May to June 2016. The online survey received 180 responses from 102 independent financial advisors, 37 banking and insurance professionals, 32 mutual fund managers, and 9 hedge fund managers. This survey represents advisors and institutional investors with over €3.8trn in combined global assets.

To read the full research report, click here: BBH_ETF_Survey_FULL


Jonathan Boyd
Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope. Jonathan has over two decades of media experience in Japan, Australia, Canada and the UK. Over the past 17 years he has been based in London writing about funds and investments. From editing the newsletter of the Swedish Chamber of Commerce in Japan in the 1990s he now focuses on Nordic markets for InvestmentEurope. Jonathan was awarded Editor of the Year at the Professional Publishers Association (PPA) Independent Publisher Awards 2017. Shortlisted for the same in 2016, he was also shortlisted in 2017 and 2015 for the broader PPA Awards category Editor of the Year (Business Media).

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