LAUNCHING

JUNE 2015

From the publishing team behind IFA Magazine and EIS Magazine
6,600 investment specialist IFAs, Wealth Managers and IFAs specialising in ETF Investment
Comprehensive database of all ETF products and Fund Factsheets on web digital platform
IFA events and seminars on ETFs

Three Trillion
and Counting

Incredibly, its exactly 25 years since the first ever Exchange Traded Fund was listed on the
Canadian stock exchange a Toronto 35 Index tracker which led the way for the US and later the
European markets to follow. And what a path its been.
During February 2015, according to ETF researchers ETFGI, global AUM for exchange traded
products had soared by yet another $51 billion to reach $2.919 trillion with 5,632 ETFs/ETPs
from 245 providers accounting for 10,902 listings in 51 countries. And it wont stop there - PwC
forecast last autumn that AUM would but $5 trillion by 2020.
On both sides of the Atlantic, consumers are now following their fund managers into ETPs
with an enthusiasm that few would have expected to see even ten years ago. ETPs have proved
themselves to be flexible and efficient theyre liquid, theyre priced in real time, and in most
cases theyre exempt from stamp duty. All of which has made ETPs an ideal way to back a hunch
or to hedge a position.

PERFECT TIMING

It also means that ETFs and ETPs have become an urgent priority for UK advisers. The current
surge in demand from consumers doesnt just reflect a feeling that low-cost passive trackers are
holding their own against actively managed funds. It also reflects a growing awareness that ETFs
and the like have an important role to play in portfolio construction strategies, particularly for
risk-averse clients or for those who are keen to maintain liquidity.
ETFs are particularly useful in core/satellite portfolios where a smaller actively-managed
element is balanced against a larger tracker element. Thats the sort of product that many older
investors will be seeking as the April 2015 pension reforms get under way, and as more investors
who dont really follow the markets seek out straightforward portfolios with a reasonable
degree of security.

INCREASING
SOPHISTICATION

These days, most advisers have a basic understanding of the differences between physical ETFs
(which actually own the underlying securities, either directly or through some form of index
replication) and the synthetic variety, which buy swaps so as to guarantee that they will match
the indices in question. And most are aware that consumers are increasingly preferring the
security of physicals.
But the ground is being shaken by a range of enhanced beta products which track
unconventional indices (high yield, smallcap, etc), and which may even be able to use leverage
or even to go short. Or to access markets that may normally be closed to UK clients the
Chinese domestic market, for instance, or the tax-efficient Master Limited Partnerships that
serve the shale oil industry.

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AN ESSENTIAL
GUIDE

ETF Magazine will explain and explore every aspect of the ETF industry - the funds, the many
diverse approaches, the latest trends and products and even the politics. Well be featuring
hard-to-get price and sector information, and of course therell be publicity opportunities
through interviews and thematic approaches.
Ahead of launch, we want your thoughts and feedback. Let us know what are the latest
products you are launching, what are the educational issues IFAs need to know and what are the
trends you are seeing or feel deserve more coverage.
For more information please contact: alex.sullivan@ifamagazine.com

Richard Morris

Alex Sullivan

E: richard.morris@ifamagazine.com
T: 0208 144 4010 / 07718 589058

E: alex.sullivan@ifamagazine.com
T: 0117 908 9686 / 07974 708771

Simon Broch

Technical assistance

E: simon.broch@ifamagazine.com
T: 0208 892 3534 / 07720 056 761

E: markus.milligan@ifamagazine.com

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