Manager Details

FTSE Russell is a leading global provider of benchmarks, analytics, and data solutions with multi-asset capabilities.

FTSE Russell's solutions offer a true picture of global markets across asset classes, styles, and strategies. Our global perspective is underpinned by specialist knowledge gained from developing local solutions and understanding client needs around the world. FTSE Russell is a wholly owned subsidiary of London Stock Exchange Group (LSEG) and is a unit of the Information Services Division.

FTSE Russell’s expertise and products are used extensively by institutional and retail investors globally. For over 30 years, leading asset owners, asset managers. ETF providers, and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management

With the recent addition of The Yield Book business, FTSE Russell extends its expertise in analytics to a highly respected analytics platform that serves approximately 350 institutions globally including investment management firms, banks, central banks, insurance companies, pension funds, broker-dealers, hedge funds and investment management firms. The Yield Book offers analytical insights into a broad array of fixed income instruments with specific focus on mortgage, government, corporate and derivative securities.

FTSE Russell is a unit of London Stock Exchange Group’s (LSEG) information Services Division. FTSE Russell is a wholly owned subsidiary of LSEG.

News from FTSE Russell

  • Blog | Why pension schemes can lead on climate change; Mersey’s long horizon weblink

    The long-term investment timeframe that pension schemes take poses enormous challenges but can also lead to innovative investment approaches to difficult issues. In this guest Q&A, Owen Thorne, portfolio manager, monitoring & responsible investment at the Merseyside Pension Fund (MPF) explains how the Fund approached the climate change challenge.

  • Blog | US equities reach new highs despite persistent global economic angst weblink

    Global equity markets rose in April as easier global financial conditions, signs that China’s slowdown may be bottoming, and better-than-expected US economic data and first-quarter earnings helped buoy risk appetite. However, uncertainty persists over the status of the global economy.

  • Blog | Building solid returns with developed core infrastructure weblink

    At the end of last year, I posted about how FTSE Russell is meeting the rising demand for developed core infrastructure indexes. The continued environment of yield scarcity had a growing number of investors turning to this asset class for its income-generating potential, and our FTSE Developed Core Infrastructure Index gave them a means to benchmark their returns.

  • Blog | Markets wrestle with late-cycle crosswinds weblink

    In a rare tug of war, both equities and government bonds have rallied this year as financial markets wrestle with the implications of a synchronized global slowdown.

  • Blog | Index IDEA: Equal weight, unequal performance weblink

    Equal weight is considered by many to be one of the oldest and most time-tested approaches to reduce portfolio concentration and enhance diversification. But how have equal weighted approaches stacked up relative to traditional market cap weighted approaches for long-term risk-adjusted performance? Quite well, in fact, according to new research from FTSE Russell.

View more News from FTSE Russell

News from IPE

View more News from IPE

White Papers / Research from FTSE Russell

  • US Agency mortgage-backed securities (MBS) - A foreign investor’s perspective download

    The objective of this paper from FTSE Russell  is to explore the US mortgage-backed securities (MBS) market from the perspective of a foreign investor. We pay particular attention to the US Agency MBS segment, owing to its size, liquidity, return and risk characteristics.

  • FTSE Russell China Bond Research Report - November 2019 download

    Although China-US trade tensions continue to dominate headlines, September data from the Bond Connect trading scheme – which grants international investors access to China’s interbank bond market – revealed trading volumes hit a record high of 296.3 billion RMB in September. Total trading volume of bonds registered with China Central Depository & Clearing Co. Ltd, (CCDC) also hit a record high of 13.96 trillion RMB in August.

  • Investing in emerging market equities Europe 2019 - Developing and implementing strategies that balance risk and reward. download

    This FTSE Russell sponsored report features a myriad of interviews, white papers and a roundtable discussion. Divided into three sections: “tension, trade and trade wars”; “balancing risk and reward” and “the business growth-cycle” – it features contributors from establishments including VBV Pensionskasse, Aon Hewitt, APG Asset Management and Oxford Economics.

  • Research: How could climate change impact sovereign risk? download

    In this paper, FTSE Russell introduces the concept of climate change risk and its implications for sovereign risk in both advanced and emerging economies, via changes in fiscal policy, social contract and political stability.

  • Research: Factor investing considerations: Questions and answers download

    Portfolio construction methods are many and varied, particularly when it comes to the creation of portfolios exposed to common factors, such as Value, Size and Quality. In this paper, FTSE Russell addresses questions that are frequently asked by clients, focusing on Selection & Weighting and comparing it to the Bottom-up FTSE Russell Tilt approach.

View more White Papers / Research from FTSE Russell

Analysis from IPE

  • Factor strategies should be based on scientific consensus

    Investors should take note of the debate taking place within the factor investing industry. On one side, are those who support a purist approach to the definition of factors, arguing that factor strategies should be built using factor proxies that undergo rigorous scientific tests. Scientific Beta, the organisation linked to 

  • Strategically Speaking: Scientific Beta

    I am probably a little bit uncompromising,’’ says Noël Amenc, the founding CEO of Scientific Beta, the provider of factor indices and strategies. To those who know him that is an understatement.

  • ETFs for ESG: The ESG governance challenge

    An increasing number of institutional investors are interested in investments with an environmental, social and/or governance (ESG) focus. 

  • Defining the EM universe

    A rising number of wealthy developed countries are still considered emerging market economies. Does this make sense?

  • Indices and Benchmarks: The Chinese dam breaks

    Global bond indices have started including the Chinese domestic bond markets in their benchmarks

View more Analysis from IPE

Head Office
10 Paternoster Square
London
EC4M 7LS
United Kingdom
Company website:
https://ftserussell.com

What’s new

  • us agency mortgage backed securities

    US Agency mortgage-backed securities (MBS) - A foreign investor’s perspective

    White papersSat, 30 Nov 2019

    The objective of this paper from FTSE Russell  is to explore the US mortgage-backed securities (MBS) market from the perspective of a foreign investor. We pay particular attention to the US Agency MBS segment, owing to its size, liquidity, return and risk characteristics.

  • ftse russell china bond research report

    FTSE Russell China Bond Research Report - November 2019

    White papersSat, 30 Nov 2019

    Although China-US trade tensions continue to dominate headlines, September data from the Bond Connect trading scheme – which grants international investors access to China’s interbank bond market – revealed trading volumes hit a record high of 296.3 billion RMB in September. Total trading volume of bonds registered with China Central Depository & Clearing Co. Ltd, (CCDC) also hit a record high of 13.96 trillion RMB in August.

  • investing in emerging market equities europe 2019

    Investing in emerging market equities Europe 2019 - Developing and implementing strategies that balance risk and reward.

    White papersSat, 30 Nov 2019

    This FTSE Russell sponsored report features a myriad of interviews, white papers and a roundtable discussion. Divided into three sections: “tension, trade and trade wars”; “balancing risk and reward” and “the business growth-cycle” – it features contributors from establishments including VBV Pensionskasse, Aon Hewitt, APG Asset Management and Oxford Economics.

  • how could climate change impact sovereign risk

    Research: How could climate change impact sovereign risk?

    White papersSat, 30 Nov 2019

    In this paper, FTSE Russell introduces the concept of climate change risk and its implications for sovereign risk in both advanced and emerging economies, via changes in fiscal policy, social contract and political stability.

  • factor investing considerations questions and answers

    Research: Factor investing considerations: Questions and answers

    White papersSat, 30 Nov 2019

    Portfolio construction methods are many and varied, particularly when it comes to the creation of portfolios exposed to common factors, such as Value, Size and Quality. In this paper, FTSE Russell addresses questions that are frequently asked by clients, focusing on Selection & Weighting and comparing it to the Bottom-up FTSE Russell Tilt approach.

Search all our content