PwC examines how ETFs are evolving beyond passive index investing into broader portfolio construction tools that could reshape asset management. The paper argues active ETFs, global adoption, and changing advisor behavior could drive the industry’s next growth phase while creating new competitive pressures for traditional managers.
The Next Generation of ETFs: Why Every Asset Manager Needs an ETF Strategy
PWC
Paul Schaeffer
Research
24 Pages
Key Takeaways
Active ETF Expansion: Active ETFs represented just 1% of US ETF assets, yet accounted for 7% of assets launched since 2008, highlighting meaningful early adoption.
Global Growth Opportunity: Global ETF assets reached $2.2 trillion across nearly 5,000 products, with industry observers suggesting assets could approach $5 trillion within three to five years.
Advisor Behavior Shift: US equity ETFs attracted $57.5 billion of inflows versus $36.7 billion for mutual funds during the first three quarters of 2013, reflecting continued migration toward asset allocation.
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