FTSE Russell, a leading global index and data provider, recently published results from its fifth annual global institutional asset owner smart beta survey.
The report provides insight into the major trends over recent years around awareness, popularity and use of smart beta index-based investment strategies by the global institutional investor community.
Rolf Agather, Managing Director of North America Research, FTSE Russell, said with five years of results for its global smart beta survey, they are able to offer unique insight across the industry on how the preferences and needs of our global clients are changing.
“While some results from this year’s survey serve to reconfirm long-term growth in awareness and usage of smart beta indexes, others highlight areas that are continuing to emerge,” Agather said. “Notably, awareness and usage of multi-factor and ESG smart beta indexes are growing in recent years. And our survey notes some differences between investors across markets, specifically the US, UK and Canada.”
Strong Growth Drives Need for Education
FTSE Russell’s survey found a 16% increase in smart beta implementation or consideration over the last five years, yet also found that asset owners remain uncertain on how to best implement smart beta into their investment strategies.
Related: ETF Trends Smart Beta Channel