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Balancing economies of scale with ESG customisation

In late September, Tell Media Group, in co-operation with BlackRock, Invesco, JPMorgan Asset Management and UBS Asset Management, invited Swedish ETF investors to discuss trends within the ETF industry. The discussion, which was held at Nobis Hotel in central Stockholm, was moderated by Tell Media Group founder Niklas Tell.

Niklas Tell 2021-10-26

Event

The discussion started with Niklas Tell asking the investors at the table how they are currently using ETFs and if this has changed over time.

JONAS THULIN: “I would say ETFs make up about 80 per cent of what we use for the entire asset management operation. On top of that, we do some stockpicking and we also use some mutual funds. We use ETFs for active trading and we don’t really care much about this active versus passive discussion. We’re active and it doesn’t really matter to us if the underlying instrument is so-called active or passive. We screen some 58 000 ETFs every day to optimise our portfolios and we hold about 13 ETFs, so it’s quite an aggressive approach. We’re a small

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