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[SITUATION] · [QUIET] · [BUSINESS]
2 clusters · 7 sources · 8 days · First seen · Last updated
Global shift from mutual funds to ETFs
Overview
The investment landscape is experiencing a structural shift as Exchange-Traded Funds (ETFs) gain prominence over traditional mutual funds. In the United States, this transition has involved direct product conversions, with over $260 billion in volume transferred through 203 mutual fund conversions since 2021. In Germany, the shift is characterized by capital reallocation.
Recent data from an MSCI survey highlights regional differences in how this transition manifests. In the US and Europe, active ETFs appear to be driving a substitution effect, with approximately 58% of surveyed advisers indicating that new active ETF allocations would likely replace existing mutual funds or UCITS holdings. Conversely, the Australian market shows a trend of coexistence, where many professionals intend to increase exposure to both active ETFs and managed funds.
Across all surveyed regions, there is a general expectation of increased ETF usage, driven primarily by lower fees, transparency of holdings, and client preference.
Entities
Morningstar Direct · Hartford Funds · MSCI · Schwab U.S. Dividend Equity ETF · Guinness Atkinson
Timeline
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11 days ago
[BUSINESS] 3 sourcesMSCI survey shows diverging ETF and managed fund trendsAn MSCI survey shows active ETF growth is replacing managed funds in the US and Europe, while Australian investors are increasing exposure to both ETFs and managed funds simultaneously.
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18 days ago
[BUSINESS] 4 sourcesETFs increasingly replace traditional mutual funds in US and GermanyETFs are increasingly replacing mutual funds, particularly in the US where over $260 billion has been converted into ETF structures to meet investor demand for lower costs and higher liquidity.
Sources
betashares.com.au · moneymanagement.com.au · quoteddata.com · raskmedia.com.au · teachers.org.uk · theascent.com · wmd-brokerchannel.de