FTSE Russell

Insights | Five-year trends and outlook for smart beta

Over the past five years FTSE Russell has interviewed hundreds of asset owners globally managing over $10 trillion of assets for its smart beta global asset owner survey. 

This report reflects on how smart beta indexes and their associated investable products have evolved and transformed the investment landscape.

Read the complete white paper at the link beneath Related Files

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What’s new

  • From niche to norm: ESG integration into stewardship responsibilities by institutional investors in Japan

    From niche to norm: ESG integration into stewardship responsibilities by institutional investors in Japan

    White papersWed, 19 Jun 2019

    Dual objectives of ESG integration and strengthening dialogue and engagement along the investment chain

  • Factor behavior through the cycle - Lessons from the Russell 1000 Index

    Factor behavior through the cycle - Lessons from the Russell 1000 Index

    White papersTue, 18 Jun 2019

    Factors have become an influential force in investors’ decision-making processes, buttressed by a growing body of academic and financial industry research that has affirmed the effectiveness of factors in driving risk and returns. But to get the most value from factor investing strategies, investors should first gain a more comprehensive understanding of how and why factors behave the way they do. 

  • Practical considerations for listed infrastructure

    Practical considerations for listed infrastructure

    White papersTue, 18 Jun 2019

    Infrastructure is an investment category often seen by investors as a diversification tool that can provide a hedge to long-term liabilities by offering exposure to potentially stable returns and steady income. FTSE Russell defines core infrastructure companies as those that own, manage or operate structures or networks used for the processing or moving goods, services, information and data, people, energy and necessities from one location to another. 

  • US equity markets hit all-time high as Russell Recon nears

    White papersFri, 14 Jun 2019

    In its recent announcement on projected changes for the Russell US Indexes at this year’s Russell Reconstitution, FTSE Russell highlighted that total US equity market capitalization reached approximately $31.7 trillion at this year’s Russell Reconstitution May 10 rank day, up 3% from $30.7 trillion total market cap last year.

  • smart beta 2019 global survey findings from asset owners

    Smart Beta 2019 - Global Survey Findings from Asset Owners The results are in!

    White papersFri, 14 Jun 2019

    Now in its sixth year, the FTSE Russell global institutional survey provides unique insight into major trends in awareness, popularity and the use of smart beta among global asset owners.  This year it has produced an additional report that examines the integration of ESG into smart beta strategies by asset owners.

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