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Incredibly, its exactly 25 years since the first ever Exchange
Traded Fund was listed on the Canadian stock exchange a Toronto 35
Index tracker which led the way for the US and later the European
markets to follow. And what a path its been.
During February 2015, according to ETF researchers ETFGI, global
AUM for exchange traded products had soared by yet another $51
billion to reach $2.919 trillion with 5,632 ETFs/ETPs from 245
providers accounting for 10,902 listings in 51 countries. And it
wont stop there - PwC forecast last autumn that AUM would but $5
trillion by 2020.
On both sides of the Atlantic, consumers are now following their
fund managers into ETPs with an enthusiasm that few would have
expected to see even ten years ago. ETPs have proved themselves to
be flexible and efficient theyre liquid, theyre priced in real
time, and in most cases theyre exempt from stamp duty. All of which
has made ETPs an ideal way to back a hunch or to hedge a
position.
Three Trillionand CounTing
launChingJune 2015
From the publishing team behind IFA Magazine and EIS
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It also means that ETFs and ETPs have become an urgent priority
for UK advisers. The current surge in demand from consumers doesnt
just reflect a feeling that low-cost passive trackers are holding
their own against actively managed funds. It also reflects a
growing awareness that ETFs and the like have an important role to
play in portfolio construction strategies, particularly for
risk-averse clients or for those who are keen to maintain
liquidity.
ETFs are particularly useful in core/satellite portfolios where
a smaller actively-managed element is balanced against a larger
tracker element. Thats the sort of product that many older
investors will be seeking as the April 2015 pension reforms get
under way, and as more investors who dont really follow the markets
seek out straightforward portfolios with a reasonable degree of
security.
These days, most advisers have a basic understanding of the
differences between physical ETFs (which actually own the
underlying securities, either directly or through some form of
index replication) and the synthetic variety, which buy swaps so as
to guarantee that they will match the indices in question. And most
are aware that consumers are increasingly preferring the security
of physicals. But the ground is being shaken by a range of enhanced
beta products which track unconventional indices (high yield,
smallcap, etc), and which may even be able to use leverage or even
to go short. Or to access markets that may normally be closed to UK
clients the Chinese domestic market, for instance, or the
tax-efficient Master Limited Partnerships that serve the shale oil
industry.
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