European Passive Investments 2022
Fresh Opportunities for Growth
Assess the Overall State of Passive Investing in Europe
- Gain an in-depth analysis of exchange-traded fund (ETF) issuers’ and index fund providers’ product development and an assessment of current and expected demand from various distribution channels
- Access detailed analysis of European asset managers’ and ETFs issuers’ appetite for and interest in developing direct indexing capabilities
Buy Now
Ryan Hanratty
Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
Summary
This report assesses the overall state of passive investing in Europe, with a focus on the 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
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
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
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
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 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 Access
Access your reports digitally anytime, anywhere, on any device through our client portal.
A Note from the Author
ETF Issuers Eye M&A, Emerging Markets, and Crypto
Fabrizio Zumbo
Director
Bio →
Fabrizio Zumbo
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.
This year’s market fallout has slowed but not stopped product innovation in Europe’s asset management industry, particularly among exchange-traded fund (ETF) issuers. Our latest research explains where and how they are setting strategic priorities, as well as our projections for demand and flows. Here are issuers’ top priorities by the numbers:
- More than one in three (37%) will seek to enter new markets. A similar number will look to mergers and acquisitions (M&A) to deliver enhanced product and distribution capabilities.
- 49% of ETF issuers plan to add cryptocurrency-related expertise to their firms in the next 12 to 24 months.
- 26% of ETF issuers expect to incorporate environmental, social, and governance (ESG) factors or launching ESG ETFs.
Our latest report, European Passive Investments 2022: Fresh Opportunities for Growth, features in-depth analysis of the ETF and index fund marketplaces in Europe and the emerging trends across the UK, Germany, Italy, Switzerland, France, Spain, and Sweden. Use our analysis to capitalize on investors’ growing interest in passive investments with a complete understanding of the product and distribution dynamics at play.
Contact Us
Want more information?
Learn more about this report and related Cerulli research.
Contact Us
You May Also be Interested in:
- Annual report
- The Cerulli Edge
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.