ETF Adoption Strong Among Financial Advisors and Institutions
State Street Global Advisors' 2024 ETF Impact Survey reveals strong ETF adoption among financial advisors and institutions, with 70% of advisors frequently recommending ETFs and 67% of institutions using them in investment strategies. Individual investor adoption is growing, reaching 45%, up from 40% in 2022. The survey highlights a knowledge gap among non-ETF investors, with many finding ETF tax efficiency and pricing difficult to understand.
Institutions (57%) and advisors (55%) are more bullish on 2024 S&P 500 returns compared to individual investors (44%). Despite mixed market outlooks, 84% of individual investors are optimistic about their financial futures. Top reasons for ETF use include diversification, cost efficiency, and liquidity management. The survey underscores the need for continued investor education to close the ETF knowledge gap.
Il Survey ETF Impact 2024 di State Street Global Advisors rivela una forte adozione degli ETF tra i consulenti finanziari e le istituzioni, con il 70% dei consulenti che raccomandano frequentemente gli ETF e il 67% delle istituzioni che li utilizzano nelle strategie d'investimento. L'adozione da parte degli investitori individuali sta crescendo, raggiungendo il 45%, in aumento rispetto al 40% del 2022. Il sondaggio evidenzia un gap di conoscenze tra gli investitori non ETF, con molti che trovano difficile comprendere l'efficienza fiscale degli ETF e i prezzi.
Le istituzioni (57%) e i consulenti (55%) sono più ottimisti riguardo ai rendimenti dell'S&P 500 nel 2024 rispetto agli investitori individuali (44%). Nonostante le prospettive di mercato miste, l'84% degli investitori individuali è ottimista riguardo al proprio futuro finanziario. I principali motivi per l'uso degli ETF includono diversificazione, efficienza dei costi e gestione della liquidità. Il sondaggio sottolinea la necessità di una continua educazione degli investitori per colmare il gap di conoscenze sugli ETF.
La Encuesta de Impacto de ETF 2024 de State Street Global Advisors revela una fuerte adopción de ETFs entre asesores financieros e instituciones, con el 70% de los asesores recomendando frecuentemente ETFs y el 67% de las instituciones usándolos en estrategias de inversión. La adopción por parte de inversores individuales está creciendo, alcanzando el 45%, un aumento desde el 40% en 2022. La encuesta destaca un brecha de conocimiento entre los inversores no ETF, con muchos encontrando difícil entender la eficiencia tributaria y los precios de los ETFs.
Las instituciones (57%) y los asesores (55%) son más optimistas sobre los rendimientos del S&P 500 en 2024 en comparación con los inversores individuales (44%). A pesar de las perspectivas de mercado mixtas, el 84% de los inversores individuales están optimistas sobre su futuro financiero. Las principales razones para usar ETFs incluyen diversificación, eficiencia de costos y gestión de liquidez. La encuesta subraya la necesidad de continuar con la educación del inversor para cerrar la brecha de conocimiento sobre ETFs.
State Street Global Advisors의 2024 ETF 임팩트 조사는 금융 상담사와 기관들 사이에서 ETF 채택이 강력하다는 것을 보여줍니다. 70%의 상담사가 ETF를 자주 추천하며, 67%의 기관이 투자 전략에서 이를 사용합니다. 개인 투자자의 채택은 증가하고 있으며, 2022년의 40%에서 45%로 상승했습니다. 조사는 ETF가 아닌 투자자들 사이의 지식 격차를 강조하며, 많은 사람들이 ETF의 세금 효율성과 가격 이해에 어려움을 겪고 있습니다.
기관(57%)과 상담사(55%)는 개인 투자자(44%)에 비해 2024년 S&P 500 수익에 대해 더 긍정적인 전망을 가지고 있습니다. 혼합된 시장 전망에도 불구하고 84%의 개인 투자자가 자신의 재무 미래에 대해 낙관적입니다. ETF 사용의 주요 이유에는 다각화, 비용 효율성 및 유동성 관리가 포함됩니다. 이번 조사에서는 ETF에 대한 지식 격차를 줄이기 위한 지속적인 투자자 교육의 필요성을 강조합니다.
Le Sondage Impact ETF 2024 de State Street Global Advisors révèle une forte adoption des ETF parmi les conseillers financiers et les institutions, avec 70% des conseillers recommandant fréquemment des ETF et 67% des institutions les intégrant dans leurs stratégies d'investissement. L'adoption par les investisseurs individuels est en croissance, atteignant 45%, en hausse par rapport à 40% en 2022. Le sondage souligne un écart de connaissances chez les investisseurs non-ETF, beaucoup ayant des difficultés à comprendre l'efficacité fiscale et la tarification des ETF.
Les institutions (57%) et les conseillers (55%) sont plus optimistes concernant les rendements du S&P 500 pour 2024 par rapport aux investisseurs individuels (44%). Malgré un panorama de marché mitigé, 84% des investisseurs individuels sont optimistes quant à leur avenir financier. Les principales raisons de l'utilisation des ETF comprennent la diversification, l'efficacité des coûts et la gestion de la liquidité. Le sondage souligne la nécessité d'une poursuite de l'éducation des investisseurs pour réduire l'écart de connaissances sur les ETF.
Die ETFs Impact-Umfrage 2024 von State Street Global Advisors zeigt eine starke Akzeptanz von ETFs unter Finanzberatern und Institutionen, wobei 70% der Berater ETFs häufig empfehlen und 67% der Institutionen diese in ihren Anlagestrategien einsetzen. Die Akzeptanz durch Privatinvestoren wächst und erreicht 45%, ein Anstieg von 40% im Jahr 2022. Die Umfrage hebt eine Wissenslücke bei Nicht-ETF-Investoren hervor, da viele es schwierig finden, die steuerliche Effizienz und Preisgestaltung von ETFs zu verstehen.
Institutionen (57%) und Berater (55%) sind optimistischer hinsichtlich der S&P 500-Renditen 2024 im Vergleich zu Privatinvestoren (44%). Trotz gemischter Marktausblicke sind 84% der Privatinvestoren optimistisch über ihre finanziellen Zukunft. Die Hauptgründe für die Nutzung von ETFs sind Diversifizierung, Kostenersparnis und Liquiditätsmanagement. Die Umfrage unterstreicht die Notwendigkeit einer fortgesetzten Investorenschulung, um die Wissenslücke bezüglich ETFs zu schließen.
- 70% of financial advisors frequently recommend ETFs to clients
- 67% of institutional investors use ETFs in investment strategies
- Individual investor ETF adoption increased from 40% in 2022 to 45% in 2024
- 65% of investors say ETFs have improved their portfolio performance, up from 59% in 2022
- 84% of individual investors are optimistic about their financial futures, up from 71% in Q4 2022
- Knowledge gap exists among non-ETF investors regarding tax efficiency and pricing
- Only 44% of individual investors expect S&P 500 gains in 2024, compared to 57% of institutional investors
- Just 32% of individual investors are optimistic about the economy in the year ahead
- Survey finds ETF strategies are used by majority of financial advisors and institutions; adoption by individual investors on the rise
- Education key to increasing use of ETFs by individuals
- Most institutional investors and financial advisors are bullish on the S&P 500’s 2024 returns
While less than half (
The use of ETFs by individual investors is highest among younger individuals, as
Notably,
"There is still growing confidence that ETFs should be a core part of a diversified portfolio," said Anna Paglia, chief business officer for State Street Global Advisors. "The rapid growth and lower cost of ETFs since their introduction over 30 years ago has made it easier for people from all walks of life to become investors.”
Among individuals who do not own ETFs, a significant knowledge gap exists with
“Despite their popularity, significant investor education still needs to be done to close the knowledge gap about ETFs,” said Paglia. “We know many investors are initially drawn to ETFs for their low cost, but more work needs to be done to raise awareness of all the financial advantages ETFs offer investors, beyond cost.”
Institutions & Financial Advisors More Bullish Than Individual Investors
A majority of institutional investors (
However, despite individual investors’ mixed outlook on the near-term performance of the stock market, when it comes to the long-term view of their own financial futures, they are decidedly more optimistic. Eighty-four percent (
There is a similar gap in confidence among individual investors regarding their outlook for the country’s economic situation, with just
Additional findings from State Street Global Advisors 2024 US ETF Impact Survey for financial advisors and institutions include:
Financial Advisors
-
The top three reasons for recommending ETFs to clients include cost efficiency (
44% ), diversification benefits (43% ) and trading flexibility (43% ).
-
When making a choice between ETFs that offer the same or similar exposure, the most important factors considered by advisors are best track record/performance (
58% ), lowest expense ratio (54% ), and highest liquidity (54% ).
-
More than three-quarters of advisors (
77% ) are optimistic about the outlook for the US economy and68% are optimistic about the global economy.
Institutional Investors
-
The top three reasons why institutions use ETFs include diversification benefits (
65% ), cost efficiency (60% ) and cash/liquidity management (54% ).
-
When making a choice between ETFs that offer the same or similar exposure, the most important factors considered by institutions are highest liquidity (
66% ), best track record/performance (62% ), and lowest total cost (53% ).
-
A majority of institutional investors (
60% ) are optimistic about the outlook for the US economy and41% are optimistic about the global economy.
-
The top three concerns among institutional investors include inflation (
73% ), fluctuations in interest rates (66% ), and geopolitical instability (65% ).
“The nuances in how and why institutions, advisors, and individuals are using ETFs speak to the many different investor benefits provided by the ETF wrapper,” continued Paglia. “State Street Global Advisors will continue to innovate and evolve its ETF offerings to meet the changing demands of a wide variety of investor segments.”
The SPDR ETF Impact Report 2024-2025: The Next Wave of Innovation provides a comprehensive analysis of the global survey findings and SPDR’s top predictions on the future of ETF growth.
For more information, visit the ETF Impact Survey landing zone.
About State Street Global Advisors 2024 ETF Impact Survey
The survey was designed to understand investor attitudes and perceptions about ETFs, the market and the economy in the US, APAC and EMEA. The data reported here focuses on findings for the US.
State Street Global Advisors, in partnership with A2Bplanning and Prodege, conducted an online survey among individual investors, financial advisors and institutional investors. In the US, data was collected from April 1-25, 2024 from a nationally representative sample of 1,000 adults 18+. It was then filtered for analysis among 319 Individual Investors with investable assets of
About State Street Global Advisors
For four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US
*Pensions & Investments Research Center, as of 12/31/23.
†This figure is presented as of June 30, 2024 and includes ETF AUM of
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Source: State Street Corporation
FAQ
What percentage of financial advisors recommend ETFs to their clients according to State Street's 2024 ETF Impact Survey?
How has individual investor adoption of ETFs changed since 2022, as reported by State Street (STT)?
What are the top reasons individual investors cite for holding ETFs in their portfolios based on State Street's 2024 survey?
How do institutional investors and financial advisors view the S&P 500's 2024 returns compared to individual investors?
