Report

European Passive Investments 2021

Achieving Success in a Growing Segment

Assess the Overall State of Passive Investing in Europe

  • Gain an in-depth analysis of ETF issuers’ and index fund providers’ product development and an assessment of current and expected demand from various distribution channels
  • Assess the passive ESG product universe in Europe, including how providers are positioning products for investors
  • Evaluate the European thematic ETF segment, with a look into how product demand is evolving, as well as ETF issuers’ product development efforts

$19,500

Discounts available for bulk purchase

US RIA Marketplace 2020 Report Detail

Buy Now

Mark Horan

Mark Horan

Senior Account Manager, Europe

Summary

This report assesses the overall state of passive investing in Europe, with a focus on the exchange-traded fund (ETF) and index fund markets. It examines key industry trends, ETF issuers’ and index fund providers’ product development activities, and current and expected demand across various retail and institutional channels (such as independent wealth managers and private banks, pension funds, and insurers) and seeks to identify how players can capitalize on investors’ shift toward index funds and ETFs. The report provides insights into both demand and product development, as well as key distribution challenges and opportunities in the main asset management markets in Europe.

Included with Purchase

Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. Each report is designed to be an expert-level sourcebook for strategic guidance. For more on our research process, click here.

Executive summary

Executive Summary

Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.

Interactive report dashboard

Interactive Report Dashboard

Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.

Analyst support

Analyst Support

Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends. Let our experts guide you and your team through the material that matters most with their deep knowledge and perspective of the subjects they cover.

Data

Data Behind the Report

Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.

Digital

Digital Access

Access your reports digitally anytime, anywhere, on any device through our client portal.

A Note from the Author

The European Passive Investment Market Surpasses €2 Trillion in Assets

Fabrizio Zumbo

Fabrizio Zumbo

Associate Director

Bio →

Fabrizio Zumbo

Fabrizio Zumbo

Associate Director

Fabrizio leads the European Retail/Wholesale Asset Management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.

Prior to joining Cerulli, Fabrizio served as a Lead Industry Analyst at State Street in London and as a Senior Analyst & Research Editor for the PwC’s Global Market Research Centre in Luxembourg. Previously, he carried out several field-based research projects in emerging and frontier markets for international market research and economic consulting firms, spending almost five years performing economic and industry analyses in several countries in Latin America, Africa, and the Middle East.

Full biography here.

As demand for passive investment products continues, managers will need robust and diversified value propositions to compete in the market. Two immediate areas of focus should be passive environmental, social, and governance (ESG) investments and thematic investments, according to our latest research.

Sustainability is playing a large role in the European passive fund landscape. Net sales of ESG exchange-traded fund (ETF) assets were almost triple the previous year’s total volume. In the next 12-24 months, 76% of the index fund providers expect significant demand for ESG index funds from institutional investors; 62% expect the same level of demand from private banks. 85% of the ETF issuers Cerulli surveyed across Europe expect significant demand for ESG ETFs.

At the same time, European thematic ETFs had a strong 2020 as the COVID-19 pandemic and other global challenges diverted investors’ attention to long-term trends such as technology and sustainability. ETF Issuers believe that a major driver of the sector’s success is due to increased adoption by private banks and independent wealth managers. 51% of the ETF issuers believe that investors’ increasing focus on the need to tackle specific global issues is a major factor.

Our latest report, European Passive Investments 2021: Achieving Success in a Growing Segment, offers managers insight into the barriers to growth, in-depth coverage of demand and product development efforts, and analysis of distribution challenges and opportunities for passive investments across seven key markets—the U.K., Germany, Italy, Switzerland, France, Spain, and Sweden. If you are interested in passive investing in Europe, this research offers important strategic insight to assist your product development and distribution strategies. Please reach out to our team to learn more about it.

Contact Us

Want more information?

Learn more about this report and related Cerulli research.

Contact Us

You May Also be Interested in:

  • Annual report
  • Cerulli Edge
  • Cerulli Lodestar
Consulting Page module Rocket 120820

Custom Research & Strategic Consulting

Cerulli for Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

Learn More

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.