A Global Guide to Strategic-Beta Exchange-Trade Products

Strategic-beta ETPs continue to see healthy net flows with a stable market share relative to the total ETP market.

In recent years, the strategic-beta ETP market has shown remarkable growth and change. Despite a 6.5% decline in assets in 2022, totaling $1.53 trillion globally, strategic-beta ETPs welcomed $161.2 billion in net cash inflows, demonstrating a robust organic growth of 9.8% and achieving record annual flows.

Although historically outperforming broader ETP markets, recent stagnation in market share suggests a maturing sector. The reduction in strategic-beta ETP numbers in key markets reflects fee pressures. While environmental, social, and governance products have gained attention, the fusion of sustainability with strategic beta remains limited in most markets.

Download this report for the full update on the state of the global strategic-beta ETP landscape.