Manager Details

  • 1. Indexes

    A global index provider with local expertise in all major markets and across all asset classes that provides you with a true multi-asset index solution. For more information on our range of indexes, click above...

  • 2. Analytics

    Equity and fixed income decision support tools designed for advanced security, portfolio, industry, sector, index, and economic analysis. For more information on our Analytics tools, click above...

  • 2018 ftse russell advisor smart beta survey

    2018 FTSE Russell advisor smart beta survey

    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.

  • ftse step change reportr

    2018 STEP Change Report: FTSE Russell Stewardship, Transition and Engagement Program for Change

    FTSE Russell announced the launch of its Stewardship, Transition and Engagement Program for Change on May 30th 2018 with the first STEP Change report. In our STEP Change report, we provide an in-depth look at FTSE Russell’s approach to stewardship and illustrate how we conduct dialogue with companies. It includes what we have learnt from FTSE4Good and, how with leadership, we can lift market standards, including building ESG into core benchmarks.

  • 3. Data solutions

    Robust data solutions across asset classes and geographies. Mergent, now part of FTSE Russell, has been a leading provider of business and financial information on public and private companies for more than a century. For more information on our Data solutions, click above...

  • a focus on funded status volatility of corporate db plans

    A focus on funded status volatility of corporate DB plans

    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.

  • Accessing the China A-shares market via minimum-variance investing

    Accessing the China A-shares market via minimum-variance investing

    In the last 10 years, the concept of the minimum-variance (MV) portfolio has successfully evolved from an academic topic of discussion to an implementable investment theme. Currently, a significant number of investment mandates or products have embraced the concept and allocated financial resources to MV investing. The concept of MV investing is applicable in a variety of geographical regions, but despite its wide applications, MV investing is still a relatively new topic in the China ...

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

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

    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.

  • Are the Eurozone and ECB turning Japanese…?

    Blog | Are the Eurozone and ECB turning Japanese…?

    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 | Building solid returns with developed core infrastructure

    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.

  • China A Shares inclusion – seven key points

    Blog | China A Shares inclusion – seven key points

    As of Monday June 24, China A Shares are included in FTSE Russell’s flagship FTSE Global Equity Index Series (GEIS) benchmarks. Investors and markets have followed the process closely and it has made headlines around the world. But what are the main points?

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

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

    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).

  • China A: Looking down the road

    Blog | China A: Looking down the road

    There’s an uplifting China story that is incredibly significant for global investors: the introduction of A Shares (available via the Northbound China Stock Connect Scheme Buy-and-Sell List)...

  • Blog | China's retail investment market: Implications for minimum variance

    Accessing the China A-Shares Market Via Minimum-Variance Investing (recently published in the Journal of Portfolio Management) explains how minimum variance strategies may work in historically volatile markets such as China.

  • Blog | ChiNext: Rising stars inclusion in our China A Shares implementation

    Back in September of 2018 we announced the inclusion of China A Shares into our indexes—a move that takes effect in June. The FTSE Global Equity Index Series (GEIS) China A implementation opens up a range of China stocks to investors globally. One interesting detail about it is that ChiNext stocks will be included.

  • BLOG: Climate change strategies: Beware obsolescence

    Blog | Climate change strategies: Beware obsolescence

    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.

  • Corporates seek tools to reduce pension plan risk

    Blog | Corporates seek tools to reduce pension plan risk

    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 - Dynamic evolution in low carbon investing

    Blog | Deteriorating revenue and EPS growth outlook remains key market headwind

    Despite broadly easing financial conditions, slowing global growth and pervasive geopolitical uncertainties pose greater hurdles for revenues and profits—and risk appetite—following the recent rally.

  • Factor valuation considerations

    Blog | Factor valuation considerations

    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.

  • Falling too far? What sets fallen angels apart

    Blog | Falling too far? What sets fallen angels apart

    When US investment grade bonds are downgraded and cross the ratings threshold into high yield territory, they join the sector known as “fallen angels.” And while they’re technically categorized as high yield (HY) bonds, it’s important to note that fallen angels were initially issued as investment grade (IG) credits. This is why they tend to have distinct characteristics that set them apart from the rest of the US HY bond market.

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

What’s new

  • Rock bottom interest rates boost real estate

    Blog | Rock bottom interest rates boost real estate

    White papersThu, 10 Oct 2019

    Since the start of 2018, we have noticed remarkable outperformance of real estate equities. In the last 18 months, the FTSE EPRA Nareit Developed Index has outperformed the aggregate equity index, the FTSE Developed Index, by around 15% 

  • Investing in Listed Real Estate

    Investing in Listed Real Estate

    White papersThu, 10 Oct 2019

    Real estate is a popular asset class. One of the ways to get exposure to it is via listed real estate companies. In this report FTSE Russell looks at practical considerations of investing in listed real estate:

  •  Equity and Fixed Income Country Classification 2019: The headlines

    Equity and Fixed Income Country Classification 2019: The headlines

    White papersTue, 1 Oct 2019

    We have just announced the results of the annual Country Classification Review for countries monitored by its global equity and fixed income indexes. Our approach to country classification is informed by feedback from a broad set of market participants and provides investors with a framework for evaluating and investing across asset classes in global equities and fixed income markets.

  • Falling too far? What sets fallen angels apart

    Blog | Falling too far? What sets fallen angels apart

    White papersFri, 27 Sep 2019

    When US investment grade bonds are downgraded and cross the ratings threshold into high yield territory, they join the sector known as “fallen angels.” And while they’re technically categorized as high yield (HY) bonds, it’s important to note that fallen angels were initially issued as investment grade (IG) credits. This is why they tend to have distinct characteristics that set them apart from the rest of the US HY bond market.

  • Blog: Measuring the benefits of including small caps & REITs in Mexican equity portfolios

    Blog | Measuring the benefits of including small caps & REITs in Mexican equity portfolios

    White papersThu, 26 Sep 2019

    The addition of small-caps and real estate investments trusts, or REITs, to Mexican equity portfolios can help improve diversification for investors.

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