Active ETF usage
Chapter 1 : Survey results
58 % markets
Over half of respondents said 2023 will be the year of active management which ties in with the conventional wisdom that active managers should outperform is more volatile when dispersions are higher .
Active
Passive Yes
No Not sure
Active ETFs remain a small but growing part of the European ETF market . While just under half of respondents ( 44.07 %) do not plan to allocate to active ETFs , other respondents plan to either increase their allocation or will start to allocate for the first time . Investors are starting to recognise the benefits of incorporating active strategies within the ETF wrapper , given the added efficiencies around trading and liquidity .
44.07 %
Do you use active ETFs and how do you see their allocation in your portfolios going forward ?
20.34 %
22.03 %
10.17 %
|
|
3.39 % |
|
|
Use and increase |
Use and maintain |
Use and decrease |
Don ’ t use but will start to allocate |
Don ’ t use and will not allocate |
7
FOR PROFESSIONAL CLIENTS / QUALIFIED INVESTORS ONLY
– NOT FOR RETAIL USE OR DISTRIBUTION
Enhance your core
with active ESG ETFs
As equity returns come under pressure, alpha will play a greater role in achieving
performance targets. This could be a challenge for the purely passive investor.
Our Research Enhanced Index (ESG) Equity ETFs can help by blending active stock selection
with passive index exposure within a robust ESG framework. They seek to achieve positive
incremental returns with a low tracking error and can be used to complement existing core
portfolios, add diversification or implement tactical views.
Developed Markets:
Emerging Markets:
JRGDBenchmark:
MSCI World IndexJRMDBenchmark:
MSCI Emerging Markets Index
JRUDBenchmark:
S&P 500JRDCBenchmark:
MSCI China A
JREDBenchmark:
MSCI Europe IndexJREXBenchmark:
MSCI AC Asia Pacific ex Japan
JRZDBenchmark:
MSCI EMU IndexJREIBenchmark:
MSCI Japan
Find out more at
am.jpmorgan.com/ch/etf
am.jpmorgan.com/de/etf
am.jpmorgan.com/fr/etf
am.jpmorgan.com/it/etf
or on your J.P. Morgan Asset Management country website.
This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.
Your capital may be at risk. France only: Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, these ETFs
presents disproportionate communication on the consideration of non-financial criteria in its investment policy. Available share classes are country
dependent. Please contact your client advisor for further details.
LV-JPM53919 | 10/22 | 09w3222102130727
am.jpmorgan.com/nl/etf
am.jpmorgan.com/uk/etf