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Growing Focus on ETFs Among Wealth Managers and Institutional Investors

Edition AIGrowing Focus on ETFs Among Wealth Managers and Institutional Investors

Research Findings on ETFs

New research commissioned by Carne Group reveals a significant shift in ETF strategies among pension funds, insurance asset managers, family offices, and wealth managers across Europe. 82% of respondents agree that ETFs are transitioning from short-term asset allocation to core portfolio holdings.

Growth of Active ETFs

Survey respondents expect active ETF market share to surge in the next three years. Currently at 2%, active ETF assets in Europe are predicted to reach between 6% and 9% by the end of the decade.

Access to New Asset Classes

Investors are leveraging active ETFs to access new asset classes. 25% made their first crypto investments due to ETF innovations, with 56% increasing their crypto allocations. 13% are considering boosting allocations to esoteric assets via ETFs.

Concerns about Shy Active ETFs

However, some investors express concerns about shy active ETFs that exhibit benchmark-aware behavior, offering lower active share and tracking error compared to traditional active mutual funds. 88% of surveyed investors believe managers of such funds are misleading the market.


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