Published Date: February 18, 2024
Author: HANetf
Chapter 1:News and Updates
Chapter 2: Performance Table and Heatmap
Chapter 3: Performance Analysis
Chapter 4: Looking Ahead – Going Green and Clean?
Chapter 5: Thematic Survey
Chapter 6: Thematic Deep Dive
Download: PDF Version
Financial professionals already have sizeable exposure to thematic funds. However they expect both their own exposure to thematic funds and the wider thematic ETF market in Europe to continue to grow. The survey was completed by 60 wealth managers and IFAs across Europe. Those surveyed had a collective AUM of &euro136.125 billion. [20]
What percentage exposure to thematic funds do the portfolios you manage have?”
73.3% of professional investors surveyed have over 15% exposure to thematic funds in the portfolios they manage. 98.3% have at least 5% exposure to thematic funds.
Do you expect to increase exposure to thematic funds over the next 12 months (for the portfolios you manage)?” 90% of respondents said they expect to increase their thematic exposure over the next 12-months in the portfolios they manage.
Have you noticed increased interest in thematic investing from clients over the past 12-months?” 95% of respondents said they have seen interest in thematic investing from clients increase over the previous 12 months.
In 2019 European listed thematic ETFs had under $10 billion in AUM but this is now around $41bn. What do you think the AUM will be by the end of 2022?” Financial professionals expect the amount of AUM in thematic ETFs to grow to at least $50bn by the end of 2022.
“Which of the following themes do you feel most positive about over the next 12 months?” Financial professionals are split on which themes they are most bullish about. However among the most popular were blockchain decentralised finance and the crypto economy renewable and clean energy and the Metaverse The largest number of respondents (26.7%) identified “blockchain decentralised finance and the crypto economy” as the theme they feel most positive about. Clean and renewable energy was also popular with 25% of respondents identifying it as the theme they are most bullish about.
“How bullish are you on the emerging Metaverse theme?” An emerging theme over the past year has been the Metaverse. 93.3% of respondents said they were either very or somewhat bullish on the theme. Less than 4% said they were not bullish on theme.
[20] Data gathered through HANetf Survey in April 2022. For the full results please contact HANetf: hanetf.com/contact
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Exchange Traded Europe | July 2026
July 2026
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January 2026
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Exchange-Traded Europe | Q3 2025
October 2025
Exchange-Traded Europe | Q2 2025
July 2025
Thematic & Active Review | H1 2025
June 2025
Exchange-Traded Europe | Q1 2025
April 2025
Thematic & Digital Assets Review | H1 2025
February 2025
2024 – The year active ETFs took off
January 2025
Exchange-Traded Europe: European active ETF flows surged 64% from Q2 to Q3
November 2024
Thematic & Digital Assets Review | H2 2024
September 2024
Thematic & Digital Assets Review | H1 2024
February 2024
Thematic & Digital Assets Review | January – June 2023
July 2023
Thematic & Digital Assets Review: New Year New Frontiers | 2023
January 2023
Digital Assets Review | Jan – June 2022
September 2022
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June 2022
Thematic Review | Looking Ahead: Going Green and Clean? (4/6)
Thematic Review | Performance Analysis (3/6)
Thematic Review | Performance Table and Heatmap (2/6)
Thematic Review | Jan – Apr 2022
January 1970
Thematic & Active Review | H1 2026 IW
Thematic & Active Review | H1 2026 CWGM
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