NORTH AMERICA Deeper insight. · GOLD-STANDARD DATA INTELLIGENCE ON MUTUAL FUNDS AND ETFS, COVERING...
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NORTH AMERICA Bond $591B Commodity $65B Equity $2,933B Other* $26B EUROPE Bond $174B Commodity $32B Equity $502B Other* $4B ASIA-PACIFIC Bond $16B Commodity $4B Equity $343B Other* $21B LATIN AMERICA Bond $0B Commodity $0B Equity $5B Other* $0B MEA Bond $0B Commodity $2B Equity $5B Other* $0B Global coverage. Deeper insight. ONLY BROADRIDGE DELIVERS GOLD-STANDARD DATA INTELLIGENCE ON MUTUAL FUNDS AND ETFS, COVERING EVERY MARKET IN EVERY REGION. Global Market Intelligence empowers asset managers to make better decisions by aggregating mutual fund and ETF data at a unique level of detail. Gain unprecedented insight via access to 15+ years of monthly data points, tracking over $4T in assets and $500B of net flows into ETF products across all fund domiciles. We segment the data in myriad ways, including by asset class and underlying product strategies, to facilitate deep analyses of the competitive landscape. Now, you can identify new opportunity and stay on top of the curve. Plot your next move with total confidence. ETFs IN REVIEW ETFs by region and major asset class ($ billions) $384B $712B $3,615B $7B $5B *Asset class “Other” consists of: Hedge, Mixed Assets, Money Market, Money Market Enhanced and Other asset classes.
Transcript of NORTH AMERICA Deeper insight. · GOLD-STANDARD DATA INTELLIGENCE ON MUTUAL FUNDS AND ETFS, COVERING...
NORTH AMERICA
Bond
$591B Commodity
$65BEquity
$2,933BOther*
$26B
EUROPE
Bond
$174BCommodity
$32BEquity
$502BOther*
$4B
ASIA-PACIFIC
Bond
$16BCommodity
$4BEquity
$343BOther*
$21B
LATIN AMERICA
Bond
$0BCommodity
$0BEquity
$5BOther*
$0B
MEA
Bond
$0BCommodity
$2BEquity
$5BOther*
$0B
Global coverage.Deeper insight.
ONLY BROADRIDGE DELIVERS GOLD-STANDARD DATA INTELLIGENCE ON MUTUAL FUNDS AND ETFS, COVERING EVERY MARKET IN EVERY REGION.
Global Market Intelligence empowers asset managers to make better decisions by aggregating mutual fund and ETF data at a unique level of detail. Gain unprecedented insight via access to 15+ years of monthly data points, tracking over $4T in assets and $500B of net flows into ETF products across all fund domiciles.
We segment the data in myriad ways, including by asset class and underlying product strategies, to facilitate deep analyses of the competitive landscape. Now, you can identify new opportunity and stay on top of the curve. Plot your next move with total confidence.
ETFs IN REVIEW
ETFs by region and major asset class($ billions)
$384B
$712B
$3,615B
$7B
$5B
*Asset class “Other” consists of: Hedge, Mixed Assets, Money Market, Money Market Enhanced and Other asset classes.
Global Market Intelligence: See the whole picture. YOUR WINDOW INTO ENDLESS OPPORTUNITY.
ETFs are at a tipping point. Growth in the US continues to accelerate, propelled by the popularity of passive investing and demand for niche products. European ETF markets aren’t far behind. And Asia, still finding its way, is poised to close the gap.
Global Market Intelligence delivers the expertly-curated data you need to gain real insight into trends that shape the market. Our unique methodology enables you to attain a comprehensive and accurate picture of market share, asset flows, asset classes, and more. The charts below are just a small sampling of the data visualization and analytics capabilities accessible on the Broadridge Distribution Insight platform.
© 2018 Broadridge Financial Solutions, Inc., Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Solutions, Inc.
broadridge.com
For more information, please contact [email protected].
EUROPE ETP MULTI-YEAR ASSET GROWTH*
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Assets ($bn) # of E T P s
ASS
ETS
($b
n)
0
250
500
750
1,000
12 2558
86118
185
246 240
329
419 423
488
554
596631
688
895
213
314372
410
500
676
931
1,200
1,411
1,660
1,8501,902 1,928 1,902
1,958 1,9631,905
0
500
1,000
1,500
2,000
# o
f ET
Ps
Assets ($b) # of ETPs
CommunicationsTechnologyData and Analytics
US ETF AUM BY DISTRIBUTION CHANNEL ($b)as of November 2017*
Institutional Channels consist of Bank, Private Bank and Trust Co
Retail Channels consist of Online, Independent, RIA and Wirehouse
Bank Private Bank Trust Co Online Independent RIA Wirehouse
$379 $408
$233
$405
$513
$901
$637
*Source: Broadridge Global Market Intelligence (GMI)
Bond Commodity Equity Other
France 20 1 77 1
Germany 6 8 59 0
Ireland 121 7 261 1
Luxembourg 24 2 89 1
Switzerland 3 14 10 0
EUROPE ETP BY DOMICILE AND ASSET CLASS* ($b)
APAC ETF CUMULATIVE NET FLOWSNet flow*
FY 2012-2016 FY 2017
Equities Fixed Income Others Equities Fixed
Income Others
Japan 2.2 0.5 1.6 0 0 -0.1
China -13.1 0 1.7 -1.1 0 4
South Korea -1.4 -4.2 -1.4 -0.5 -1.1 -0.2
Hong Kong -2.1 -4.5 -5.9 0.5 -1.1 0.3
Taiwan -14.4 -8.2 -3.9 -1 -2.2 4
Australia -2.1 -4.5 -5.9 0.5 -1.1 0.3
India -14.4 -8.2 -3.9 -1 -2.2 4
Other Asia -14.4 -8.2 -3.9 -1 -2.2 4
Top 5 Japanese ETF Managers Equities – Net flows – FY 2012-2016
Top 5 Taiwanese ETFs Fixed income – Net flows – FY 2017
Master Group Net Sales ($b) Fund Name Net Sales ($m)
Nomura Holdings $39B Yuanta US Treasury 20+ Year Bond ETF $787M
Daiwa $20B Cathay US Treasury 20+ YR ETF $161M
Sumitomo Group $19B Fubon US Treasury 1-3 Years Bond ETF $104M
MUFG $9B Fuh Hwa 1-5 Yr High Yield ETF $32M
Dai-ichi Life $4B Fuh Hwa Emerging Market 10+ Yr Bond ETF $29M
Identifying key competitors and top funds in each market Designing distribution strategies for targeted channels
Targeting growth markets for expansion
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