FTSE Russell 

Smart Sustainability: 2019 global survey findings from asset owners

For the last six years we’ve conducted and published the FTSE Russell Smart Beta survey of asset owners. With each passing year we learn more details about asset owners’ awareness, attitudes and behavior related to smart beta, and we continue to adapt the questionnaire to accommodate emerging trends and areas of investment interest to our clients and the global asset owner community.

We first included ESG in the survey back in 2017, asking if asset owners were thinking of applying ESG considerations to smart beta to develop a better understanding of the emerging demand for ESG that appeared to be bubbling up into smart beta. We and our readers were surprised to find out the degree to which ESG was being considered an option to accompany smart beta indexation—in 2017 over 40% of asset owners using or evaluating smart beta said they were looking to apply ESG considerations to a smart beta strategy.

Read the complete white paper at the link beneath Related Files

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What’s new

  • Considering new responses to issues around environment, development and globalisation.

    Blog | Interdependence Day - Considering new responses to issues around environment, development and globalisation.

    White papersMon, 9 Sep 2019

    In recent scientific research, it is suggested that the Anthropocene era – the first era in which human activity has been the dominant factor in shaping the environment on Earth – has initiated the sixth species mass extinction. Unsurprisingly, climate change is cited as the “biggest single threat to the economy” by many, including Henry Paulson, the former chairman of the Federal Reserve. 

  • BLOG: Climate change strategies: Beware obsolescence

    Blog | Climate change strategies: Beware obsolescence

    White papersFri, 6 Sep 2019

    Climate change is now central to politics and public discourse. But a surprising number of investors continue to take a business-as-usual approach to investing, presenting a blind spot that can put portfolios at risk. Those who are looking at the issue often find the debate framed around the risks of exposure to carbon-intensive industries, while the downside of missing out on the green success stories of the future are less discussed.

  • The future of index data: Having it your way

    Blog | The future of index data: Having it your way

    White papersFri, 23 Aug 2019

    I believe the famous Burger King ad slogan, “Have it Your Way,” is very well understood across all consumer cultures because it so precisely expresses the experience all customers—regardless of the industry—desire. This standard for client experience has even crept into areas in market data once considered so complex that providers were limited in their ability to customise products and services to clients’ needs. First, consider how market data can be packaged.

  • managing market volatility

    Managing Market Volatility

    White papersFri, 23 Aug 2019

    Interested in understanding the state of volatility in the current market? This comprehensive package from Clear Path Analysis and FTSE Russell covers all the important focal points with top industry thought leaders including two robust roundtable debates, a white paper and an interview

  • a focus on funded status volatility of corporate db plans

    A focus on funded status volatility of corporate DB plans

    White papersFri, 23 Aug 2019

    Year after year, corporate DB plan sponsor surveys show controlling funded status volatility (surplus risk) as the top priority for their organizations. When liabilities grow faster than plan assets, additional cash contributions are required. At the same time, pension assets and liabilities have become prominent parts of company financial statements that investors use to evaluate company health.

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