Una nuova ricerca conferma che gli investitori si affidano agli ETF per la propria esposizione tattica ai mercati

Una nuova ricerca* a cura di SPDR ETF®, la piattaforma di Exchange Traded Funds (ETF) di State Street Global Advisors (SSgA) conferma che gli investitori utilizzano principalmente gli ETF al fine di costruire un’esposizione tattica in alcuni mercati e asset class. Secondo questa ricerca, realizzata sondando 354 investitori, uno dei vantaggi più importanti per chi investe in ETF è poter accedere al mercato, accanto all’efficienza dei costi e alla liquidità.

Lo studio ha rilevato che poco più della metà (52,7%) di tutti gli intervistati utilizza gli ETF per ottenere un esposizione tattica a specifici mercati, mentre uno su cinque (21,1%) li utilizza come building blocks per la costruzione di strategie core/satellite e il 16,8% utilizza gli ETF come investimento primario.

La ricerca ha evidenziato che gli investitori più comunemente utilizzano gli ETF per accedere ai più ampi mercati azionari, delle materie prime ed emergenti. Il 75,7% e l’85,9% rispettivamente dei gestori di grandi patrimoni che investono in azioni e in materie prime si affidano agli ETF . Allo stesso modo, il 96,2% e il 90,1% rispettivamente dei gestori di fondi globali che investono in azioni e materie prime accedono a questi mercati attraverso gli ETF. Circa i due terzi (64,4%) dei gestori di fondi globali che investono nei mercati emergenti lo fanno attraverso gli ETF.

Il ruolo giocato dagli ETF nell’approccio tattico all’asset allocation è stato anche evidenziato dalle risposte degli intervistati per quanto riguarda i benefici più importanti dell’investire in ETF. Gli intervistati hanno identificato l’accesso al mercato come uno dei primi tre vantaggi quando si investe in ETF, insieme all’efficienza dei costi e alla liquidità.

Scott Ebner, Managing Director e Global Head of ETF Product Development di State Street Global Advisors, ha così commentato questi risultati: “Questa ricerca mette in evidenza il modo dinamico con cui i manager e i gestori di fondi includono gli ETF all’interno dei loro portafogli di investimento. È anche interessante notare come gli investitori inizino a guardare oltre i mercati azionari e i mercati emergenti, considerando altre categorie come il reddito fisso e le strategie di dividendi. I risultati confermano la nostra convinzione che gli investitori stanno non solo ampliando il modo con cui utilizzano gli ETF, ma stanno anche ampliando lo spettro di asset class a cui accedere attraverso gli ETF. In qualità di leader del settore abbiamo sempre cercato di offrire più opzioni all’interno della nostra gamma di prodotti che consentono agli investitori di ottenere un accesso efficiente ai mercati e alle asset class in base alle proprie esigenze di asset allocation.

Per maggiori informazioni sui nostri ETF o su come investire visitate il sito: www.spdrseurope.com.

* Ricerca condotta a novembre 2011 dalla società Market Intelligence Citywire per conto di SPDR ETFs su un campione di 354 acquirenti di fondi (186 gestori di fondi globali in Europa e in Sud Africa e 168 gestori di patrimoni inglesi). Il panel di intervistati include: Gestori di fondi globali – asset manager, società di gestione discrezionale degli investimenti, family office, IFA, assicurazioni, fondi pensione, banche private, retail / banche di compensazione e agenti di borsa; gestori patrimoniali del Regno Unito – asset manager, società di gestione discrezionale degli investimenti, family office, consulente finanziari indipendenti, fondi pensione, banche private e agenti di borsa.

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