Timely insights: ETF usage in insurance general accounts webinar replay

In the last decade, insurer ETF AUM has more than tripled, reaching $34B in 2023.¹ With this tremendous growth, insurers have been leveraging ETFs to solve an increasingly wide set of challenges in their portfolios, including using ETFs for core equity holdings, tweaking concentration risk, as a liquidity sleeve for both public and private fixed income markets, and pursuing income from securities lending.

Despite substantial AUM growth, ETF usage remains somewhat nascent, with the last two years seeing a modest decline in insurer ETF AUM.

Join industry leaders from Invesco and S&P Dow Jones Indices for a deep dive on the 9th annual “ETFs in Insurance General Accounts” report and discussion on:

• Key factors shaping ETF adoption by insurers
• ETF use cases driving investment opportunities for insurers
• Strategies for positioning ETFs within portfolios and navigating regulatory constraints

Watch the Replay Here

1 Source: ETFs in Insurance General Accounts – 2024 S&P Dow Jones Indices, May 2024. Data as of 12/31/2023. Based on Schedule D data publicly reported by insurers. Universe reflects US insurers.  

There are risks involved with investing in ETFs, including possible loss of money. Shares are not actively managed and are subject to risks similar to those of stocks, including those regarding short selling and margin maintenance requirements. Ordinary brokerage commissions apply. The Fund's return may not match the return of the Underlying Index. The Fund is subject to certain other risks. Please see the current prospectus for more information regarding the risk associated with an investment in the Fund.  

Invesco is not affiliated with S&P Dow Jones Indices.