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  • Smart Sustainability: Examining regional appeal download

    White papers 25 July 2019

    There is rising interest in investment strategies with an environmental, social and governance (‘ESG’) focus. At the same time, asset owners are allocating steadily higher portfolio weightings to non-market-capitalization (‘smart beta’) index-based strategies. Unsurprisingly, therefore, investors tell us that they are interested in combining ESG with smart beta, a practice we’ve named Smart Sustainability...

  • Smart Sustainability: 2019 global survey findings from asset owners download

    White papers 25 July 2019

    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.

  • Blog | The rise of Smart Sustainability: Size matters. Location matters. weblink

    White papers 2 July 2019

    Why do asset owners combine ESG and smart beta to achieve their institutional investment goals?

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

    White papers 18 June 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.

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

    White papers 14 June 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.

  • Factor behavior through the cycle download

    White papers 10 June 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.

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

    Asset Manager News 24 April 2019

    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.

  • Blog | Factor valuation considerations weblink

    White papers 7 March 2019

    The increasing popularity of factor investing has raised questions about the valuation of factors. As with individual stocks, there is no definitive valuation metric that provides a clear answer, and different valuation metrics may well result in different conclusions. Join Sergiy Lesyk, director of Applied Research at FTSE Russell, to learn more about the merits and pitfalls of different measures and approaches.

  • Alternative approaches to multi-factor index construction: Like-for-like comparisons download

    White papers 6 December 2018

    Factor index construction is currently a widely discussed topic among institutional investors and asset managers, particularly whether the construction of multi-factor indexes should be top-down or bottom-up.

  • Factor Indexes and Factor Exposure Matching: Like-for-Like Comparisons download

    White papers 24 October 2018

    The academic literature tells us that for suitably diversified portfolios, factors drive risk and performance outcomes. If this is the case, then well-diversified portfolios with identical factor exposures should have similar performance characteristics despite originating from potentially very different construction methodologies. In this paper we test this hypothesis.

  • Insights | Five-year trends and outlook for smart beta download

    White papers 19 June 2018

    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.

  • Smart beta: 2018 global survey findings from asset owners download

    White papers 21 May 2018

    Now in its fifth year, the 2018 FTSE Russell global smart beta survey provides unique insight into major trends in awareness, popularity and use of smart beta strategies among global asset owners...

  • Thought Leadership: Implementation Considerations for Factor Investing download

    White papers 1 April 2018

    Investors of large pension funds or insurance companies should care about factors. They are systematic drivers of portfolio risk and return and at the heart of risk management tools.

  • Implementation considerations for factor investing download

    White papers 22 March 2018

    Institutional investors can’t ignore the role of factors within portfolio construction. When harnessed correctly, factors can enhance portfolio diversification and performance relative to traditional market-cap indexes.

  • 2018 FTSE Russell advisor smart beta survey download

    White papers 6 February 2018

    The survey shows a bright future for smart beta among financial advisors in the US, UK and Canada, yet a long way to go toward broad-based knowledge and usage of smart beta strategies.

  • Smart beta: 2017 global survey findings from asset owners download

    White papers 8 November 2017

    Recently, a major shift has been observed among asset owners who once took a “tokenistic” approach toward environmental, social and governance and are now looking to integrate it into core investment strategies.

  • Clear Path Analysis Report: Sustainable smart beta investing for institutional investors download

    White papers 6 November 2017

    Recently, a major shift has been observed among asset owners who once took a “tokenistic” approach toward environmental, social and governance and are now looking to integrate it into core investment strategies.

  • Insights | The intuitive foundations of smart beta download

    White papers 22 August 2017

    We focus on some smart beta index construction approaches that follow relatively simple, intuitive weighting schemes. Regardless of their methodology, all FTSE Russell smart beta indexes follow transparent, consistent rules in order to achieve the stated index objectives.

  • Insights | The Russell 1000 Equal Weight Index: Reduced concentration risk and enhanced diversification download

    White papers 2 August 2017

    Equal weighting is the oldest of alternative weighting methods and it has had staying power for good reason. We explore the attributes of equal weighting and explore FTSE Russell’s enhanced methodology, which has an added benefit over simple constituent equal weighting by enhancing sector diversification.

  • Insights | Smart sustainability: Giving pension providers controlled sustainable exposure download

    White papers 22 June 2017

    The next phase in the evolution of both smart beta and sustainable investing has begun. FTSE Russell is providing a flexible framework and tools to combine a variety of sustainability and risk premia factors together into new indexes.

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