With more than 100 ETFs1 and $9.9 billion in assets under management at 29 April 2011, Amundi ETF covers the main asset classes (equities, fixed income, money markets, and commodities) and geographical exposures (Europe, US, emerging markets, and world). As one of the pioneers in the ETF market with its first products launched in 2001, Amundi ETF is characterized by its quality products, continuous innovation, and its low cost policy. Amundi ETF is an expertise of the Amundi Group. Amundi ETF has been awarded “Best Europe Equity ETF Manager 2010” and “Best Fixed Income – Cash (Money Market) ETF Manager 2011” as voted by the readers of ETF Express.
BMO Global Asset Management is a global investment manager with 20+ offices in 14 countries and £195bn in assets under management (as at 30.09.18). We are the fastest growing and the second largest provider of ETFs in Canada and have a strong and growing presence in Europe, having purchased F&C Asset Management in July 2014. We are focused on providing clients with best in class products and solutions that meet their existing needs by drawing on our worldwide capabilities across a range of asset classes. In the UK, our range provides access to quality screened, high dividend paying stocks with our Income Leaders ETFs, sustainable yield with less equity risk through our Enhanced Income ETFs and global corporate bond ETFs with varying credit risk and duration exposures. BMO ETFs are listed on the London Stock Exchange and may be purchased and sold on the exchange through a broker-dealer.
Expat Asset Management is the largest wealth manager in Bulgaria and the only ETF provider from Central and Eastern Europe. The company was established in 2006 and (as of January 2018) manages a family of 11 passive UCITS ETFs tracking the performance of most major local equity indices in the CEE region, including those of Poland, the Czech Republic, Hungary, Slovakia, Slovenia, Croatia, Serbia, Macedonia, Romania, Bulgaria and Greece.
Expat’s ETF products are unique market propositions providing country-specific exposure in the CEE region to international investors. They are designed to be major highways for capital flows to and from the equity markets of the CEE countries, linking the stock exchanges of those countries with the financial centres of London. The funds make it easy and cost-effective for investors to take and liquidate an exposure to the specific countries in the region, overcoming deficiencies such as lack of liquidity, lack of access, cross-border settlement issues, high execution costs, large spreads, FX conversion issues and other technical factors typical for many of these markets.
Expat’s ETFs have the following characteristics:
- Using direct physical replication
- Passive equity index trackers
- Open-ended, providing daily liquidity
The company listed its first ETF for trading on the London Stock Exchange in October 2018. Expat also manages hundreds of individual investment portfolios for clients from more than 30 countries, and 3 mutual funds with global focus. It is independently owned and aspires to provide optimized cost-effective solutions with first-mover advantage in niche categories.
Fidelity International provides world class investment solutions and retirement expertise to institutions, individuals and their advisers - to help our clients build better futures for themselves and generations to come. As a private company, we think generationally and invest for the long term. Helping clients to save for retirement and other long-term investing objectives has been at the core of our business for nearly 50 years.
We offer our own investment solutions and access to those of others, and deliver services relating to investing: For individual investors and their advisers we provide guidance to help them invest in a simple and cost-effective way. For institutions, including pension funds, banks and insurance companies, we offer tailored investment solutions, consultancy, and full-service outsourcing of asset management to us. For employers, we provide workplace pension administration services on top of, or independently from, investment management. We are responsible for total client assets of $414.8* billion / £317.8* billion / €356.9* billion from 2.4* million clients across Asia Pacific, Europe, the Middle East and South America.
*Source: Fidelity International as at 30 September 2018
For more information on our ETFs please visit our website or contact us via ETFCapmarkets@fil.com or call +44 20 7074 5955
FinEx ETF is a new entrant focusing on exchange traded funds and a wholly-owned subsidiary of the FinEx Group, an investment management company that offers both passive and actively-managed investment products. The FinEx Group has assets under management of more than USD1bn (as at 31 December 2012). FinEx ETF has a specialist focus on both investments and investors in emerging markets.
FinEx ETF constitute exchange traded funds issued by an Irish domiciled company, FinEx Funds PLC established under Irish law (the “Fund”). FinEx Funds PLC (the “Company”) is an open-ended investment company with variable capital having segregated liability between their funds organised under the laws of Ireland as an undertaking for collective investment in transferable securities pursuant to the European Communities ("Undertakings for Collective Investment in Transferable Securities") Regulations 2011 (S.I. No. 352 of 2011) and is authorised by the Central Bank of Ireland.
FinEx Capital Management LLP, the promoter and investment manager of FinEx ETF’s products, is authorised and regulated by the Financial Services Authority (550784). Its registered office is at 4, Hill Street, London, W1J 5NE, England.
First Trust Global Portfolios Ltd was established in December 2011 as a UK based distributor, advisor and affiliate of First Trust Advisors L.P. and First Trust Portfolios L.P. First Trust Global Portfolios Ltd distributes and markets a range of ETFs and funds established within an affiliated Irish domiciled UCITS Company, First Trust Global Funds plc.
The First Trust AlphaDEX® exchange-traded funds are designed to track the performance of a group of custom "enhanced" indexes. The indices are based on traditional indices (eg. S&P 500) but which have been enhanced by employing the proprietary, rules-based AlphaDEX® fundamental stock selection methodology. The AlphaDEX® methodology is an investment process that seeks to produce similar correlation and risk characteristics as broad market indexes while seeking outperformance due to stock selection and weighting. The AlphaDEX® ETFs consists of a diverse range of sector, style, multi cap, and international funds.
GF Fund Management Co., Ltd (GF Fund) is a multi-award winning, leading Investment Manager with over $100 billion AUM.
Founded in Mainland China in 2003 and headquartered in Guangzhou with affiliates in Beijing, Shanghai, Hong Kong and London, GF Fund is one of the earliest funds set up in China.
As of June 30, 2018, GF Fund manages over 175 investment funds, 133 discretionary portfolios, 13 social security funds & pension funds with public funds in excess of $50 billion and is the 3rd largest actively managed fund (non-monetary).
GF Fund offers a large variety of actively managed funds that invest in equity, fixed income, money market, alternative and passive investment products including indexed funds and ETFs and is one of the largest issuers of ETF in China and an industry leader in sector ETFs.
Currently GF Fund offers a diverse set of investment capabilities spanning different asset classes, strategies, and markets to address any client investment needs.
HANetf is an independent white-label ETF specialist, working with asset management leaders to bring differentiated, modern and innovative exposures to European ETF investors.
HANetf’s Irish-domiciled UCITS fund platform delivers a complete operational, regulatory, distribution and marketing solution for clients who want to bring their investment ideas to Europe in ETF format. HANetf enables clients to increase speed to market and achieve rapid scale while reducing costs and risks - no matter what the asset class, strategy or jurisdiction.
Founded by ETF industry pioneers, Hector McNeil and Nik Bienkowski, HANetf’s senior management team has over 100 years of combined ETF experience, including launching over 500 products in Europe, North America and Asia-Pacific.
HSBC Global Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds.
HSBC Global Asset Management has long lasting experiencing of managing funds with of US$460Bn of assets under management worldwide (as of September 2018) through an international network of offices in around 26 countries, delivering global capabilities with local market insight.
HSBC Global Asset Management has been providing index based solutions since 1998: with 30 plus year track record of disciplined risk-controlled index based solutions. As part of our index based offering, the HSBC ETFs range enables our clients to access developed and emerging markets at global, regional and country levels, also leveraging our local market knowledge.
ICBC Credit Suisse Asset Management Company Limited is the joint venture between the Industrial and Commercial Bank of China (ICBC) and Credit Suisse. The firm is one of the largest asset managers in the Mainland China, and the investment specialist dedicated to providing China and RMB asset management solutions within the ICBC Group. Since establishment in 2005, the firm has upheld the philosophy of "Value Creation through Prudent Investing". As of the end of March 2016, the firm has approximately 570 employees and RMB960 billion assets under management, providing first-class investment management and advisory services for over 13 million institutional and retail clients.
At Invesco, we want to help you get more out of life by striving to deliver a superior investment experience. Our range of exchange-traded products are designed to help you make the most of your portfolio, with low cost products tracking established benchmark indices and a range of products that offer something a bit different. In fact, we’ve built a reputation for innovation and factor investing, so many of the exposures we offer are not available from any other provider. We have the market knowledge to help you trade our products efficiently today, plus the stability, resources and broader expertise that are needed to meet your objectives for the long term.
As the world’s leading provider of ETFs, iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 800+ exchange traded funds (ETFs) and $1.8 trillion in assets under management (as at 30 September 2018), iShares continues to drive progress for the financial industry. iShares ETFs are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm, with $6.4 trillion in AUM (as at 30 September 2018).
With the broadest range of physically replicated, fully transparent ETFs, iShares provides access to a variety of asset classes and markets based upon the world’s leading indices. Combined with greater liquidity (9 of the 10 largest ETFs in Europe are iShares, as at 30 September 2018) and tighter spreads on average than any other provider of exchange traded funds (as at 30 September 2018), iShares ETFs provide investment tools which can bought and sold with ease on London Stock Exchange.
About J.P. Morgan Asset Management
J.P. Morgan Asset Management, with assets under management of USD 2.0 trillion (as of 31 December 2019), is a global leader in investment management. J.P. Morgan Asset Management's clients include institutions, retail investors and high net worth individuals in every major market throughout the world. J.P. Morgan Asset Management offers global investment management in equities, fixed income, real estate, hedge funds, private equity and liquidity.
We’ve also harnessed all of our global research and used all of our investment expertise to build an innovative range of ETF strategies. We believe it’s this integration of world-class quantitative research and time-tested investment processes with our robust trading capabilities and extensive technology expertise that sets our ETF platform apart. Find out more at www.jpmam.com/etf.
Our ambition for L&G ETF is to become one of the leading full-service providers of investment solutions for European investors of all sizes and types. Building on our existing ETFs, especially our industry-leading thematic range, we are utilising LGIM’s scale, expertise and broad range of capabilities to adopt a new approach that better meets European investors’ evolving needs and expectations.
L&G ETF is the latest evolution in LGIM’s investment proposition and is helping to drive our expansion into Europe. LGIM is the investment management arm of Legal & General Group Plc, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with over $1.3 trillion in assets under management.*
L&G ETF provides a growing range of ETFs covering investment themes like disruptive technology, energy, infrastructure and commodities, changing demographics and (un)conventional monetary and fiscal policies. We recently launched our new Core equity range, which addresses the growing concerns of investors with traditional core equity ETFs, while keeping them low cost. We think investors should expect more than just low cost, meaning also avoiding the increasingly crowded trades during index rebalancing and proactively raising the bar for all companies.
* Source: LGIM internal data as at 30 June 2018. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor. Data includes derivative positions.
Lyxor ETF offers one of the most diversified and liquid range of ETFs on 9 exchange places in Europe and Asia. Lyxor manages the largest ETF in Europe: the Lyxor ETF DJ Euro Stoxx 50, with over €5.9 billion in Asset under Management.
Lyxor ETFs are index-tracking funds that can be bought or sold like ordinary shares on the stock exchange. They track the performance of a given index and combine the simplicity and liquidity of shares with the diversification benefits of a traditional collective investment scheme. They provide indisputable advantages to institutional investors: liquidity, transparency, and efficient cost structure (no entry or exit fees when traded in the secondary market, very low management fees - 44 bps in average in Europe and same dealing/settlement costs as domestic shares). They allow institutional users to implement a variety of strategies, from the monitoring of strategic and tactical asset allocations to cash equitisation and risk management.
Ossiam is an affiliate of Natixis Investment Managers, one of the largest asset managers in the world with $988.4 billion in assets under management, as of 30 June 2018.
Ossiam’s investment philosophy consist in fully systematic strategies that follow rule-based approaches, combining quantitative research and academic oversight, that allows an effective risk management, free of human-bias or emotions.
As the first ETF asset manager in Europe solely focused on specialty ETF, Ossiam’s team of experts is dedicated to developing liquid, transparent and cost-effective investment solutions for investors. Headquartered in Paris, France, Ossiam offer access to multiple financial asset classes via complementary and diverse investment strategies, easy to integrate into global portfolio allocation.
Ossiam’s professionals have worked in the ETF, asset management and investment banking industries, providing the firm with a broad area of expertise which includes investment management, ETF structuring, quantitative research and financial analysis.
SPDR ETFs are a comprehensive family spanning an array of international and domestic asset classes totalling over $701 billion of AuM worldwide*.
SPDR ETFs are managed by SSGA Funds Management, Inc., a registered investment adviser and wholly owned subsidiary of State Street Corporation. The funds provide investors with the flexibility to select investments that are precisely aligned to their investment strategy. Recognized as an industry pioneer, State Street created the first US listed ETF in 1993 (SPDR S&P 500® – Ticker SPY) and has remained on the forefront of responsible innovation, as evidenced by the introduction of many ground-breaking products, including first-to-market launches with gold, international real estate, international fixed income, and sector ETFs. For more information, visit www.spdrs.com.
Source: Morningstar Direct, as of 30 September 2018
Index-tracking investment solutions have been a core competence of UBS Asset Management for over 30 years. As a leading fund house in Europe, UBS launched its first ETF in Europe in 2001 and is currently both one of Europe´s foremost providers as well as a dominant force in currency hedged ETFs in the region. The range comprises more than 270 ETFs and offers investors a transparent and flexible opportunity to diversify their investments across key markets and all asset classes, including equities, bonds, real estate, commodities and alternative investments.
Since its foundation in 1955, VanEck has been driven by innovation and stands for intelligently designed, forward-looking investment strategies. As of October 31, 2018, VanEck managed approximately USD 45 billion in assets, including ETFs, mutual funds and institutional accounts.
With more than 90 ETFs globally, the asset manager offers a comprehensive portfolio covering numerous sectors, asset classes and smart beta strategies. VanEck was one of the first asset managers to offer investors access to international markets. The objective has always been to identify new trends and asset classes – such as Gold Investments (1968), Emerging Markets (1993) and ETFs (2006), which have shaped the investment industry to this day.
VanEck is headquartered in New York City and has offices in Frankfurt (Germany), Pfaeffikon (Switzerland), Amsterdam (Netherlands), Sydney (Australia) and Shanghai (China).
The Vanguard Group, Inc. launched the world’s first retail mutual index fund in the US in 1976 and now manages over $2 trillion (as at 31 March 2012) globally. The Group’s experienced and expert index investing teams aim to provide a straightforward, transparent portfolios, tight benchmark tracking and impeccable execution in all market cycles.
WisdomTree launched its first ETFs in the United States in June of 2006 and in Europe in October of 2014. A smart beta innovator, WisdomTree pioneered the concepts of fundamentally weighted indexes and active ETFs—and is currently an industry leader in both categories. WisdomTree strategies span asset classes and countries around the world.
In Europe, WisdomTree offers UCITS ETFs as well as ETPs, under the Boost brand. The UCITS ETFs focus on Dividend Growth, Equity Income, Small Cap, Currency Hedged strategies and Enhanced Broad Commodities while the Boost ETPs include short & leverage ETCs and other ETNs across asset classes.
Xtrackers aims to provide a broad range of efficient, high quality index trackers for investors.
Xtrackers Exchange Traded Funds (ETFs) are an effective index tracking solution. There are over 140 Xtrackers listed on the London Stock Exchange.
Xtrackers ETFs initially launched in 2007 as a specialist in swap-based index replication. Following a period of rapid growth the Xtrackers ETF platform subsequently evolved to be one of Europe's largest providers of physical replication ETFs. Xtrackers is continually developing its ETF range to ensure investors are provided with a comprehensive set of quality investment tools for achieving efficient portfolio allocation.
Xtrackers is one of the leading providers of ETFs in the UK, offering access to both domestic and international markets. The product range includes products providing exposure to equities, fixed income, commodities, and multi-asset indices, and also a small number of products providing short and leveraged exposure to established equity benchmarks. It also includes a range of Core ETFs providing low management fee tracking of major equity and fixed income benchmarks, and strategic beta ETFs, providing exposure to indices weighted by methodologies other than traditional market capitalisation.
Xtrackers ETFs are listed on eight stock exchanges globally, making Xtrackers one of the largest providers of ETFs by AUM. There are over 180 Xtrackers ETFs available globally.
Xtrackers ETFs has been at the forefront of innovation when it comes to providing efficient access to new markets, launching, for example, Europe’s first ETF on China’s domestic A-shares market in 2010, and launching the first ETF tracking Vietnamese securities, which today is listed on six exchanges globally.
Providing flexible allocation options is part of the Xtrackers approach to offering investors a broad range of efficient, high quality index trackers. Part of this product tool kit is the efficient management of currency risk. Xtrackers currently offers 38 different currency-hedged exposures across equities, fixed income and commodities. This includes EUR, GBP, USD, and CHF-hedged share classes, facilitating the management of currency risk across major currency regions.