Manager Details

50 supplier articles matched your search

Sort By: Newest firstOldest first

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

    White papers 9 September 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 weblink

    White papers 6 September 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.

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

    White papers 23 August 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.

  • Blog | Corporates seek tools to reduce pension plan risk weblink

    White papers 2 August 2019

    Global market volatility and low interest rates have greatly impacted the funded status of corporate defined benefit plans over the past decade. Particularly in the last year, wide swings in equity markets have become less predictable, making funded status volatility a greater cause for concern.

  • Blog | What we mean by emerging? weblink

    White papers 1 August 2019

    “It’s the economy, stupid” was a message posted onto the wall of a US presidential candidate’s war room in the early 1990s. The intention was to remind campaigners that the key message and battleground was economic wellbeing of the electorate.

  • Low Vol and Quality streets ahead as factor analysis reveals caution in market rally weblink

    White papers 30 July 2019

    Quality and Low Volatility were the strongest performers in Q2, according to our latest Regional Factor Indicator Report, illustrating that, even as equity markets moved higher, global growth worries tempered risk appetite. While Quality and Low Volatility – essentially defensive factors – performed well, Value and Size (smaller cap) fared worst in almost every market.

  • 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 | Glass half full or half empty? Easing-cycle optimism outweighs macro worries weblink

    White papers 19 July 2019

    Equity markets have been rallying on the decisively dovish turn in Federal Reserve and European Central Bank positioning and optimism about the macro rewards such stimulus may bring. But, as highlighted in our latest overview of current macro conditions, we note a persistent mismatch between market expectations and incoming economic signals.

  • Blog | Are the Eurozone and ECB turning Japanese…? weblink

    White papers 16 July 2019

    ECB President Draghi recently stated his concerns about the slowdown in the Eurozone economy and noted that the ECB still has plenty of scope to expand its QE asset purchase program (Sintra, Portugal, June 19) if required.

  • Blog | The climate is right for fixed income sustainability weblink

    White papers 8 July 2019

    Bond markets are three times larger than equity markets, so it’s surprising that while sustainable equity investment strategies have caught the imagination of investors across the globe, they have so far less successfully ignited fixed income investing.

  • Blog | Microsoft tops Apple as Russell Rebalance nears weblink

    White papers 20 June 2019

    In its recent announcement on projected changes for the Russell US Indexes at this year’s Russell Reconstitution, FTSE Russell highlighted that Microsoft (MSFT) gained nearly 30% market cap since last year’s Russell rebalance through May 10 rank day to become the largest US stock in the Russell US Indexes this year with a total market cap of $974.2 billion.

  • Blog | China A Shares inclusion: The end of the beginning (not the beginning of the end) weblink

    White papers 20 June 2019

    One development that emerging market equity investors have been watching with interest this year is the inclusion of China A Shares in the FTSE Global Equity Index Series (FTSE GEIS).

  • 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.

  • Practical considerations for listed infrastructure download

    White papers 18 June 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.

  • 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 | Market volatility: When defense can be the best offense weblink

    White papers 24 May 2019

    It would be tough to argue that low market volatility hasn’t had a good run. But between the selloff at the end of last year and the more recent turbulence triggered by trade war concerns, it would appear we could be nearing the end of this era of relative market tranquility.

  • The Carry Concept - FTSE Fixed Income Factor Research Series download

    White papers 22 May 2019

    As a well-known concept to practitioners and academics, carry has been leveraged in the currency markets for decades. With the understanding of such FX carry trades becoming established, recent academic publications have explored this concept cross-markets and showcased evidence of the carry premium across other asset classes.  The “carry and roll-down” concept in fixed income Targeting carry in sovereign markets Extending to corporate bonds. Real ...

  • FTSE Fixed Income Factor Research Series - The Carry Concept download

    White papers 21 May 2019

    As a well-known concept to practitioners and academics, carry has been leveraged in the currency markets for decades. With the understanding of such FX carry trades becoming established, recent academic publications have explored this concept cross-markets and showcased evidence of the carry premium across other asset classes.

  • Blog | Building solid returns with developed core infrastructure weblink

    Asset Manager News 29 April 2019

    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.

Results per page: 10 per page20 per page50 per page