Case Study

Understanding Active ETF Adoption Among European Investment Professionals

About

About

CoreData Research is a global market research and consulting firm specializing in the financial services sector.For this project, CoreData Research set out to understand how Active ETFs are being adopted within investment portfolios across Europe's wealth management industry, focusing on current allocation levels, anticipated shifts over the next 18 months, and the factors shaping fund selection and portfolio construction decisions among senior investment professionals.
Problem Statement

Limited Visibility into Active ETF Adoption and Portfolio Trends Across Europe

Asset managers and ETF issuers lacked clear, up-to-date data on Active ETF adoption across European portfolios. There was no consolidated view comparing allocations against mutual funds and index-tracking ETFs, or visibility into expected shifts over the next 18 months leaving portfolio construction trends and decision-making drivers across markets poorly understood.

Solution

A Multi-Market Survey to Benchmark Active ETF Adoption

CoreData Research conducted a quantitative online survey among 350 qualified investment professionals across the UK, Germany, France, Switzerland, and Italy. The study measured current Active ETF allocations, benchmarked them against actively managed mutual funds, passive mutual funds, and index-tracking ETFs, and captured expected portfolio shifts over the next 18 months. It also explored how professionals approach portfolio construction and fund selection, surfacing the key trends shaping Active ETF adoption across European wealth management markets.

Outcome

Actionable Intelligence on the Future of Active ETFs in Europe

350 qualified investment professionals surveyed 18-month forward-looking allocation outlook captured 4 fund types benchmarked

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