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Research & Insights

Small Cap Perspectives: Russell 2000 Index 3Q2017 Analysis

The US stock market has been enjoying a bullish run. This expansion has been going on for some time now, and there is growing concern that it cannot go on forever and a correction may soon be at hand. The most common concern one hears is that markets are “overvalued.” In this quarter’s Small Cap Perspectives report, we take a look at some statistics to help put it into perspective.

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Implementation considerations for factor investing

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. This paper is to help institutional investors pose the right questions and develop a further understanding of the role of factor investing, thereby facilitating the decision-making process.

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Incorporating diversity in 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.

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Redrawing the equity map with global small caps

The earth is flat... or so it was believed, until sometime after 500 B.C. Until then, explorers dared not venture too far, for fear of reaching the physical limits of the planet and... falling off. It’s easy to imagine how constrained the world must have seemed to those who held this view. Equity indexing, too, has had its own “flat earth” period, when the global opportunity set seemed to be limited to the largest stocks from a select number of large countries.

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FTSE Russell China Bond Research Report Q4 2017

The January 2018 report provides recent insights on the China Bond market including performance of the FTSE Russell China Bond Indexes.

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Smart beta: 2017 global survey findings from asset owners

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

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FTSE Country Classification Process

This paper describes the FTSE country classification process which is designed to be transparent and evidence-driven.

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

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

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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.

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FTSE Russell China Bond Research Report Q3 2017

The October 2017 report provides recent insights on the China Bond market including performance of the FTSE Russell China Bond Indexes.

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