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Media Centre

Advisers turn to ETFs, especially for younger investors

12 FEBRUARY 2023

More financial advisers are recommending low-cost exchange traded funds (ETFs), new research has revealed.

Nearly a third (30.9%) of buying volumes from advisers was directed to ETFs in 2023, according to figures just released by wholesale trading platform AUSIEX, up from a quarter in 2022.

The figure was even higher for younger advised investors, with ETFs accounting for almost half (49.2%) of buy trades via advisers for those aged between 18-24. This was a 5% increase on 2022.

For those aged between 25-49, ETFs made up more than a quarter (24.7%) of the buying volumes from advisers in 2023, over the past two years.

Brett Grant, Head of Product, Marketing & Customer Experience at AUSIEX, said: “Over the past two years, ETFs have become an increasingly important part of advisers’ investment strategies, in part due to market uncertainty.

“Today, ETFs continue to offer a diversified, low-cost exposure to an index or specific thematic, allowing advisers and their clients to gain exposure to a range of asset classes in a single transaction,” he said.

"By taking advantage of ETFs, advisers can construct well-balanced portfolios tailored to the unique risk tolerance and financial goals of their clients.”

Mr Grant added: “They are also increasingly offering advisers new ways to engage with the next generation of investors, considering the types of exposures which can now be achieved with them and how they can be aligned to individual investor values.”

Three advantages of ETF investing for advisers

According to Mr Grant, ETFs are gaining popularity with advisers for several reasons:

  1. Diversification: ETFs can be used to gain exposure to an array of asset classes, investment trends thematic and regions, helping to create instant diversification for investors.
  2. Cost efficiency: ETFs are traditionally low cost compared with managed funds, offering value for clients.
  3. Liquidity and transparency: ETFs trade on stock exchanges like individual stocks, providing intraday liquidity. Additionally, the transparent nature of ETF holdings allow advisers to make informed investment decisions.


For further media information

Guy McKanna
Honner
guy@honner.com.au
+61 430 355 985

About AUSIEX

With over 25 years of experience in the local market and the backing of a multinational trading technology powerhouse, AUSIEX combines deep expertise with trusted and reliable technology to deliver trading solutions for financial institutions, intermediaries, advisers and industry participants. Owned by Nomura Research Institute, Ltd. (NRI), AUSIEX specialises in equities execution, clearing and settlement services and equities administration for the wholesale market.

As one of Australia's leading providers of trading solutions, AUSIEX has used its scale, expertise and heritage to deliver value for advisers, brokers, many large institutions and tens of thousands of their clients by seamlessly connecting them to markets.

About NRI

Founded in 1965, NRI is a leading global provider of consulting services and system solutions, including management consulting, system integration, and IT management and solutions for the financial, manufacturing, retail and service industries. Clients from all layers of these individual industries partner with NRI to tap NRI’s research expertise and innovative solutions across the organization to expand businesses, design corporate structures and create new business strategies. NRI has more than 17,000 employees in 16 countries and regions including New York, London, Tokyo, Hong Kong, Singapore, and Australia. NRI reports annual sales above $4.9 billion. NRI is rated “A” by S&P Global Ratings Japan.

For more information, visit https://www.nri.com/en

Disclaimer

This information has been prepared by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400, a Market Participant of ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited. Share Trading is a service provided by AUSIEX.

This information contains general advice and has been prepared without taking into account your objectives, financial situation or needs. You should consider its appropriateness, having regard to your objectives, financial situation and needs. Investors should read the relevant disclosure document and seek professional advice before making any decision based on this information. This information has been prepared by Australian Investment Exchange Limited (AUSIEX) ABN 71 076 515 930 AFSL 241400, a wholly owned subsidiary of Nomura Research Institute, Ltd. (NRI). AUSIEX is a Market Participant of ASX Limited and Cboe Australia Pty Ltd, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.
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