Content (438)
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Research ReportSI Indexes – Top-down targets or bottom-up aesthetics?
A debate is brewing as to whether headline (or “top-down”) Sustainable Investment (SI) targets, such as carbon emission reductions or ESG uplifts, are inconsistent with stock level (or “bottom-up”) conditions required for successful corporate engagement.
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White papers
Blog | China’s WGBI entry will confirm its arrival as a global market
China’s arrival in global indexes changes the nature of the asset allocation decision for global investors benchmarked against them. Investors may now need reasons to justify not investing strategically in Chinese government bonds, rather than a justification for doing so tactically when they were not included in benchmark indexes.
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White papers
Blog | 2021 Russell Recon: the only way was up
Last Friday we announced preliminary changes to the Russell US Indexes for our 33rd annual Russell Reconstitution. More than $10 trillion is benchmarked to these indexes—and the annual “Russell Recon” is critical to ensuring they accurately represent the ever-changing US equity market.
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Research Report
Global Trends in Corporate Tax Disclosure
How are companies that employ strategies such as profit shifting exposing themselves to growing reputational and regulatory risks with the potential to directly impact their profitability?
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White papers
Blog | Biodiversity: a hidden investment risk?
Biodiversity is often relegated to a niche status in the world of sustainable investment priorities. As the UN COP15 biodiversity conference—which should have been happening this month in China—is delayed by the pandemic[1] until October, it should not be forgotten. I
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White papers
Global Choice Index Series overview - FTSE Australia 300 Choice and FTSE Developed ex Australia Choice Indexes
The Global Choice framework allows investors to align their investment choices with their values by enabling them to invest in companies that are carefully screened for product- and conduct-related issues. Once the stock universe is screened for undesirable characteristics, the index is constructed transparently using market-capitalization weights.
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White papers
Global Choice Index Series overview
The FTSE Global Choice Index Series is a market-capitalization-weighted index series employing a transparent rules-based methodology. The series is designed to help investors align their investment choices with their values by applying screens in three Product categories and two Conduct categories related to how companies affect society and the environment.
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White papers
Blog | US stocks meander in May but small-cap Value bias persists
Like most major indexes, US large- and small-cap stocks wobbled in May, ending the month with modest gains. The Russell 1000 rose 0.5%, barely ahead of the Russell 2000’s 0.2% gain ‒ snapping the latter’s winning streak since the global reflation rally began last November.
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White papers
Blog | A rising star on the frontier horizon
Which less-explored market has been delivering stellar equity performances in recent years, performances on par with or better than those of global equities, developed market equities, emerging market equities, and frontier market equities?
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Research Report
Stablecoin ecosystem primer
This educational paper from FTSE Russell, in partnership with Digital Asset Research, reviews the rapid growth of “Stablecoins”. Its content includes:
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Research Report
Stablecoin Ecosystem Primer (education)
This report highlights growth and public initiatives related to digital assets, blockchain, or distributed ledger technologies (DLT) in the stablecoin sector.
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Research Report
Sovereign Risk Monitor methodology
Environmental, Social and Governance (ESG) is increasingly taken into consideration by financial and institutional players, yet sovereign risk analysis still faces the challenge of its systematic integration. Recent efforts, like the United Nations’ UN-PRI initiative, or the BIS’ Green Swan reports, have taken up the issue to highlight the importance of the ESG and Sustainability viewpoint.
