• Ashburton Investments’ international business selected FTSE Russell as its primary provider of Equity and Fixed Income indexes, data and analytics
  • Ashburton Investments successfully moved £1.5 billion to track FTSE Russell equity and fixed income benchmarks
  • Ashburton Investments now use FTSE Russell’s leading ESG Ratings and Industry Classification (ICB) data

 

FTSE Russell, the global index, data and analytics provider, has been selected by Ashburton Investments’ international business as the active investment manager’s primary provider of equity and fixed income indexes. The agreement, signed in March 2020, was later followed by the successful transition of £1.5 billion in assets under management to FTSE Russell indexes in July and August 2020.

Ashburton Investments now also use FTSE Russell’s market leading data solutions, including the Industry Classification Benchmark (ICB).

As a new client, Ashburton Investments transitioned investment to major FTSE Russell indexes such as the FTSE All-World and FTSE All-World High Yield Dividend Indexes and fixed income indexes such as the FTSE WorldBIG Index. Ashburton Investments now also utilise FTSE Russell’s range of indexes as the underlying benchmark for their international equity and fixed income funds, to inform asset allocation and to report performance to investors.

Ashburton Investments also utilise FTSE Russell’s ESG Ratings services, which measure environmental, social, and governance risk and performance on 7,200 securities across almost 50 developed and emerging markets. In addition, the asset manager has licensed FTSE Russell’s Industry Classification Benchmark (ICB), a globally used standard for the classification of companies by industry and sector. 

Dan Berry, Head of Sales and Analytics, FTSE Russell said: “We are delighted to have been selected by Ashburton Investments’ international business as their primary index provider this year and to support the asset manager’s successful migration to FTSE Russell indexes. The agreement reflects FTSE Russell’s market leading multi-asset and data capabilities working in partnership to meet the needs of our customers.”

Corne Burger, Head: International, Ashburton Investments said: “FTSE Russell offer us the global indexing and data capabilities we need to run a range of funds and segregated mandates for institutional and private clients through a single provider. These products will inform investment decisions and market research, while also supporting reporting on fund performance. FTSE Russell’s robust and transparent governance framework is also important for us.”

Oliver Mann/ Lucie Holloway
+44 (0)20 7797 1222
newsroom@lseg.com
 

About FTSE Russell:

About FTSE Russell:

FTSE Russell is a global index leader that provides innovative benchmarking, analytics and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes that measure and benchmark markets and asset classes in more than 70 countries, covering 98% of the investable market globally.

FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. Approximately $15 trillion is currently benchmarked to FTSE Russell indexes. For over 30 years, leading asset owners, asset managers, ETF providers and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products and index-based derivatives.
A core set of universal principles guides FTSE Russell index design and management: a transparent rules-based methodology is informed by independent committees of leading market participants. FTSE Russell is focused on applying the highest industry standards in index design and governance and embraces the IOSCO Principles. FTSE Russell is also focused on index innovation and customer partnerships as it seeks to enhance the breadth, depth and reach of its offering.

FTSE Russell is wholly owned by London Stock Exchange Group.


For more information, visit www.ftserussell.com

© 2020 London Stock Exchange Group plc and its applicable group undertakings (the “LSE Group”). The LSE Group includes (1) FTSE International Limited (“FTSE”), (2) Frank Russell Company (“Russell”), (3) FTSE Global Debt Capital Markets Inc. and FTSE Global Debt Capital Markets Limited (together, “FTSE Canada”), (4) MTSNext Limited (“MTSNext”), (5) Mergent, Inc. (“Mergent”), (6) FTSE Fixed Income LLC (“FTSE FI”), (7) The Yield Book Inc (“YB”) and (8) Beyond Ratings S.A.S. (“BR”). All rights reserved.

FTSE Russell® is a trading name of FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB and BR. “FTSE®”, “Russell®”, “FTSE Russell®”, “MTS®”, “FTSE4Good®”, “ICB®”, “Mergent®”, “The Yield Book®”, “Beyond Ratings®”  and all other trademarks and service marks used herein (whether registered or unregistered) are trademarks and/or service marks owned or licensed by the applicable member of the LSE Group or their respective licensors and are owned, or used under licence, by FTSE, Russell, MTSNext, FTSE Canada, Mergent,  FTSE FI, YB or BR. 
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All information is provided for information purposes only. All information and data contained in this publication is obtained by the LSE Group, from sources believed by it to be accurate and reliable. Because of the possibility of human and mechanical error as well as other factors, however, such information and data is provided "as is" without warranty of any kind. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any claim, prediction, warranty or representation whatsoever, expressly or impliedly, either as to the accuracy, timeliness, completeness, merchantability of any information or of results to be obtained from the use of FTSE Russell products, including but not limited to indexes, data and analytics, or the fitness or suitability of the FTSE Russell products for any particular purpose to which they might be put. Any representation of historical data accessible through FTSE Russell products is provided for information purposes only and is not a reliable indicator of future performance.

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Past performance is no guarantee of future results. Charts and graphs are provided for illustrative purposes only. Index returns shown may not represent the results of the actual trading of investable assets. Certain returns shown may reflect back-tested performance. All performance presented prior to the index inception date is back-tested performance. Back-tested performance is not actual performance, but is hypothetical. The back-test calculations are based on the same methodology that was in effect when the index was officially launched. However, back-tested data may reflect the application of the index methodology with the benefit of hindsight, and the historic calculations of an index may change from month to month based on revisions to the underlying economic data used in the calculation of the index. This document may contain forward-looking assessments. These are based upon a number of assumptions concerning future conditions that ultimately may prove to be inaccurate. Such forward-looking assessments are subject to risks and uncertainties and may be affected by various factors that may cause actual results to differ materially. No member of the LSE Group nor their licensors assume any duty to and do not undertake to update forward-looking assessments. No part of this information may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of the applicable member of the LSE Group. Use and distribution of the LSE Group data requires a licence from FTSE, Russell, FTSE Canada, MTSNext, Mergent, FTSE FI, YB, BR and/or their respective licensors.