ETF investors bemoan lack of research for fixed income smart-beta strategies

Survey of European ETF investors

Tom Eckett
clock • 2 min read

European ETF investors are "significantly" interested in investing in smart-beta fixed income products but expressed concern about the lack of research in the area, according to a survey conducted by the EDHEC-Risk Institute.

The annual report, entitled the EDHEC European ETF and Smart Beta and Factor Investing Survey, found just 17% of the 163 respondents already use smart-beta and factor investing for fixed income. Of this sub-sample of respondents, some 80% invest less than 20% of their total investments in these products, while 12% invested between 20% and 40% of their portfolio and only 8% went as high as between 40% and 60%. ERI Scientific Beta: Providers fail to disclose key risks to smart-beta investors Furthermore, the report found respondents averaged a score of 3.13 - on a scale from 0 (stron...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on ETFs

BlackRock launches two active iShares ETFs in Europe

BlackRock launches two active iShares ETFs in Europe

Listed on Euronext Amsterdam and Xetra

Cristian Angeloni
clock 26 March 2024 • 1 min read
HANetf combines tech thematic ETFs due to insufficient assets

HANetf combines tech thematic ETFs due to insufficient assets

Effective 28 March

clock 20 March 2024 • 1 min read
Amundi launches Europe's cheapest All Country World ETF

Amundi launches Europe's cheapest All Country World ETF

TER of 0.07%

clock 18 March 2024 • 1 min read
Trustpilot