In This Article:
etf.com's first annual Global Investor Survey dives into how finance professionals and retail investors are approaching ETFs in their own and client portfolios.
In total, we surveyed 632 respondents from the U.S., Europe, South America, and Asia. Roughly 10% of respondents were female, while nearly half of retail investors were between 36 and 65 years of age. Of the finance professionals surveyed, roughly 20% manage investments totaling $500 million or more. Over half of the retail investors have a net worth of at least $1 million.
The survey captures the sentiments of investors over the past six months, as well as their feelings towards the market and the economy over the next six months.
This year's report has a special focus on active ETFs, a wrapper of increasing interest to investors. Nearly 36% of financial advisors say they have increased exposure to actively managed ETFs in their portfolios over the past six months. According to etf.com's Pulse Tool, actively managed ETFs have seen some of the largest inflows year to date.
Among other insights, the 2024 etf.com Global Investor Survey has found that more than 65% of advisors plan to increase allocations to ETFs in portfolios, while more than half of retail investors plan to add ETFs to their portfolios in the next six months.
Actively Managed ETFs Lead Survey Findings
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Roughly 75% of advisors are interested in increasing exposure to actively managed ETFs in the next six months
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Close to half of all advisors are reallocating portions of their portfolios to active strategies
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Advisors would like to increase index ETF holdings to nearly half of client portfolios
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Retail investors are most interested in investing in technology and commodities, and least interested in investing in cryptocurrency and ESG in the next six months
For more key insights and analysis we encourage you to download the full report.
