Manager Details

  • FTSE Russell’s Guide to Indexes and ETFs - Why understanding indexes matters so much

    The right Exchange Traded Funds (ETF), start with the right index. ETF due diligence importantly begins with analyzing and understanding the underlying benchmark used. Whether advising clients or selecting investments for client portfolios, the insight provided in FTSE Russell’s Guide to Indexes and ETFs is designed to help you understand indexes and passive strategies to make better informed decisions.

  • screen shot 2019 02 13 at 16.59.32

    Implementation considerations for defensive strategies: A look at three approaches

    Recent market turbulence has refocused attention on the potential long-term benefits of defensive investment strategies. In this new paper, we take an in-depth look at three such approaches: Low Volatility Factor (LVF), Minimum Variance (Min Var) and Equal Risk Contribution (ERC). While similar in their use of risk measures to reduce the risk of the portfolio, these strategies have very distinct objectives, portfolio construction methodologies, exposures and investment outcomes.

  • implementation considerations for factor investing

    Implementation considerations for factor investing

    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.

  • ftse actuaries uk gilts index series

    Index Insight | FTSE Actuaries UK Gilts Index Series

    Find out more information on the types of gilts available in the market, and put it all into context by learning about the growth of the gilt market, the gilt issuance process and market appetite, the methodology of the fitted daily yield curves and the governance and oversight of the Index Series.

  • diversification liquidity and transparency

    Insights | Diversification, liquidity and transparency in global-listed real estate

    Listed real estate securities offer investors the opportunity to access the commercial real estate market with the added liquidity, transparency and regulation associated with publicly traded stocks.

  • equal weighting the russell 1000 index

    Insights | Equal weighting the Russell 1000 Index

    Equal weight indexes are the simplest type of alternatively-weighted index. By comparison to the standard index construction method of capitalization weighting, an equal weight index is indifferent to a stock’s market value.

  • five year trends and outlook for smart beta

    Insights | Five-year trends and outlook for smart beta

    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.

  • ftse saudi arabia inclusion index series

    Insights | FTSE Saudi Arabia Inclusion Index Series: Your keys to the kingdom

    FTSE Russell has launched the FTSE Saudi Arabia Inclusion Index Series, a comprehensive series of global, regional and country-level indexes which can be used as a transitional tool in preparation for the potential inclusion of Saudi Arabia in the widely-followed FTSE Global Equity Index Series.

  • harnessing the long term potential of dividend growth

    Insights | Harnessing the long-term potential of dividend growth

    Dividend growth strategies have often been regarded as attractive sources of income due to their resiliency in market downturns and subsequent participation in market rallies. This paper explores the key characteristics and return patterns that have differentiated dividend growth strategies over time as well as explores the dividend growth methodology that ensures the long-term viability of dividends being paid. Read our latest paper to see how dividend-paying US small caps have performed ...

  • incorporating diversity into passive investments

    Insights | Incorporating diversity into passive investments

    The FTSE Women on Boards Leadership Index Series is designed to integrate leadership in gender diversity into a broad market benchmark. These indexes increase exposure to companies based on the strength of their gender diversity leadership at the board level and how well they manage wider impacts on society.

  • indexes and benchmarks made clear

    Insights | Indexes and benchmarks made clear

    This guide provides an introduction to the various purposes indexes can serve and shares some of the important attributes one should consider when selecting an index.

  • indexing the world

    Insights | Indexing the world

    In June 2018, FTSE Russell announced the launch of the FTSE Global Micro Cap Index Series, extending target coverage of the FTSE Global Equity Indexes (FTSE GEIS) to over 99% of the global investable equity market.

  • industry classification benchmark

    Insights | Industry Classification Benchmark: Structural enhancements to the industry categorization framework

    In this paper we describe the enhancements to the ICB framework, outline the rationale for key changes to its structure and summarize the impact of the proposed changes.

  • leveraging factors without using leverage

    Insights | Leveraging factors without using leverage: FTSE Russell Multi-factor Indexes

    The debate goes on about the best way to construct a multi-factor index: a “mixed” composite of individual factors versus an “integrated,” bottom-up approach of simultaneous factor exposures.

  • meeting the demand for listed infrastructure indexes

    Insights | Meeting the demand for listed infrastructure indexes

    Listed infrastructure indexes enable investors to measure the performance of an increasingly important segment of global equity markets.

  • assive aggressive

    Insights | Passive Aggressive: Is ESG integration into passive becoming the new norm?

    The world of index-based investing is in flux as ESG integration into passive is on course to become the norm for new mandates. In the last year there has been a quiet revolution taking place as asset owners have been moving to integrate ESG into index designs for new mandates on core passive portfolios.

  • smart sustainability

    Insights | Smart sustainability: Giving pension providers controlled sustainable exposure

    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.

  • the anatomy of smart beta

    Insights | The anatomy of smart beta

    Smart beta indexes have become increasingly popular in recent years, with nearly three-quarters of global institutional investors and asset owners now either using or evaluating smart beta index-based strategies for their portfolios. We examine the origins of smart beta, consider the variety of indexes on offer and their uses, and look into the future of this type of index.

  • the indian fixed income market

    Insights | The Indian fixed income market

    With a burgeoning economy and two-thirds of its massive and rapidly growing population of working age, India is viewed by many as a highly attractive country for doing business. This paper surveys the state of the Indian Rupee-denominated fixed income markets and considers the opportunities for foreign investors.

  • the intuitive foundations of smart beta

    Insights | The intuitive foundations of smart beta

    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.

Results per page: 10 per page20 per page50 per page

Head Office
10 Paternoster Square
United Kingdom
Company website:

What’s new

Search all our content