Tabula is the leading independent fixed income ETF provider in Europe, with a strong focus on sustainability and ESG
I nostri ETF offrono un maggiore controllo su rischi e ritorni
Established in 2018 and headquartered in London, Tabula is the leading independent fixed income ETF provider in Europe, with a strong focus on sustainability and ESG.
Chi è Tabula?
The firm is led by a highly experienced senior management team from blue-chip global investment banks and asset managers, who are experts in ETFs, fixed income and investment management. CEO MJ Lytle and CCO Stefan Garcia previously helped build Source ETFs into a US$25 billion AuM firm before its sale to Invesco in 2017. CIO Jason Smith has over 25 years’ experience managing fixed income and absolute return portfolios at GSAM, Barclays, BlackRock and J.P. Morgan.
Tabula has built institutional-grade investment management and ETF structure with funds listed across six European exchanges, passported into 15 European countries, and supported by 30 leading market makers.
Shift to ETFs in fixed income The global fixed income market is twice the size of the global equity market, but only ~5-10% is currently in passive funds (vs 20-25% passive in equities). European fixed income ETF assets are currently ~US$325 billion AuM and are projected to reach over US$750 billion by 2025.
Paradigm shift to ESG investment European ESG ETF AuM is growing at >50% p.a., and currently stands at over US$250 billion AuM. Propelled by EU Sustainable Finance Disclosure Regulation (SFDR), European ESG ETFs are projected to reach over US$500 billion AuM by 2025, of which a sizeable portion is expected to be in fixed income.
Sustainability underpins the business
Tabula is focused on incorporating ESG into all new funds (where possible):
– 50% of firm assets are now in EU SFDR Article 9 and 8 funds
– First to launch Article 9, Paris-aligned EUR IG and EUR HY UCITS ETFs
– We continue to innovate together with our index and ESG data partners
Furthermore, Tabula seeks to improve the ESG profile of existing funds through:
– Climate Action 100+ engagement
– Institutional Investors Group on Climate Change engagement
– Lobbying fixed income index providers to implement ESG screens