Research and publications

EDHEC European ETF and Smart Beta and Factor Investing Survey 2018

EDHEC-Risk Institute conducted its 11th survey of European investment professionals about the usage and perceptions of ETFs and smart beta and factor investing, as part of the Amundi research chair at ...

Author(s) :

Felix Goltz, Véronique Le Sourd

Summary :

EDHEC-Risk Institute conducted its 11th survey of European investment professionals about the usage and perceptions of ETFs and smart beta and factor investing, as part of the Amundi research chair at EDHEC-Risk Institute on “ETF, Indexing and Smart Beta Investment Strategies”. The aim of this study is to analyse current European investor practices and perceptions on ETF and smart beta and factor investing strategies, as well as future plans in these domains. By comparing our results to those of our previous surveys, conducted for over a decade, we aim to shed some light on trends within the ETF market and within the smart beta and factor investing strategy offer. Since 2006, EDHEC has annually surveyed European investors about their views on and uses of ETFs. Starting in 2013, when we first considered smart beta in the survey, complementary questions about smart beta and factor investing strategies have been added each year to the survey, allowing participants to describe their general use of and give their opinions on products that track smart beta indices, and more generally on alternative equity beta strategies. A full section of the survey is now dedicated to smart beta and factor investing strategies. In the present edition of the survey, we complement this group of questions with new ones on smart beta and factor investing for fixed-income, in relation to the recent considerable development in these types of indices.
Type : Study/Report
Date : 20/09/2018