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摩根大通成为全球最大的主动型ETF公司
Xin Lang Cai Jing· 2026-01-17 04:23
Dimensional发言人拒绝置评。 这为摩根大通资产管理再添一项重要成就,该公司已经是规模最大的主动型股票和债券ETF发行人。 Dimensional通过将数百亿美元的共同基金资产转型为ETF,在排行榜上取得了早期优势,但摩根旗下的 衍生品驱动型股票基金稳步获得资金流入,助力该公司在规模19万亿美元的全球ETF行业中崛起。随着 大大小小的投资者纷纷涌入主动型ETF,这种需求在2025年进一步加速。 "这场竞争依然胶着,领先地位易主归根结底取决于2025年的资金流向。在这方面,摩根大通明显占 优,"晨星公司客户解决方案主管Ben Johnson表示,"如果要为摩根大通在2025年登上全球主动型ETF榜 首做个总结,我会说这主要得益于投资者对收益和稳定性的需求。" 摩根资产管理摘得一项新桂冠:该公司目前已成为全球最大的主动管理型交易所交易基金(ETF)发行 商。 彭博汇编的数据显示,这家摩根大通旗下的资产管理部门目前在全球范围内管理近2,570亿美元的主动 型ETF资产。其规模略超Dimensional Fund Advisors的约2,550亿美元。 近年来,主动型管理重获青睐,促使发行人在ETF这一竞争激 ...
景顺研究显示:主权投资者倾向于主动型管理,对中国市场兴趣升温
Zhong Guo Jing Ji Wang· 2025-07-15 03:25
Group 1 - The core viewpoint of the report indicates that political factors and policy decisions have become central drivers of investment strategies, prompting sovereign investors to fundamentally reassess portfolio construction and risk management [1] - The report highlights that active strategies are gaining attention alongside traditional passive holdings, with over 70% of sovereign wealth funds employing active strategies in fixed income and equities [1] - A significant shift is noted among large institutions, with 75% of sovereign wealth funds managing over $100 billion transitioning to more active equity strategies in the past two years [1] Group 2 - Emerging markets remain a strategic focus for sovereign wealth funds, with a notable increase in interest towards the Chinese market, where 59% of respondents prioritize it as a high or medium priority [2] - 59% of respondents expect to increase allocations to Chinese assets over the next five years, with 88% of Asia-Pacific sovereign wealth funds indicating this intention [2] - The most attractive investment sectors in China identified by respondents include digital technology and software (89%), advanced manufacturing and automation (70%), and clean energy and green technology (70%) [2] Group 3 - The CEO of Invesco Asia emphasizes a growing consensus that China presents unique and attractive opportunities, particularly in its evolving technology ecosystem [3] - China's leadership in major technology sectors is increasingly convincing, attracting global investors to view investments in China as a cornerstone of their asset allocation strategies [3] - Favorable policies and a competitive domestic market are enabling rapid scaling of innovative technologies, providing competitive advantages for investors [3]