— Daily data and analytics on the entire US ETF universe, including fund holdings, flows and ratings
— Delivered via data feeds, customized web solutions and XTF.com
— Enhanced XTF product offering through LSEG technology infrastructure
— Growing demand for premium research tools to track $3 trillion global ETF market
FTSE Russell today announced the availability of a new suite of reference and analytics data to help investors research and evaluate the US exchange traded funds (ETF) market. Acquired by the London Stock Exchange Group (LSEG) in December 2015, the XTF business is operated by LSEG’s Information Services Division, which includes FTSE Russell, a global leader in indexes. The XTF products provide comprehensive and objective ETF coverage delivered through data feeds and customized web solutions that are enhanced by LSEG’s technology infrastructure to provide institutional strength security and performance to customers.
XTF data is updated daily and sourced directly from fund sponsors, custodians and exchanges regardless of index provider or listing exchange. The XTF database compiles and calculates key ETF information across asset classes, sectors and industries, including full daily portfolio holdings and fund flows, and proprietary analytics such as ETF ratings. Daily updates provide relevant and timely information as a tool to support investors’ ETF trading, risk management and investment decisions. ETF issuers, retail brokerage and advisory firms can use the data set to conduct market analysis and create ETF screening and research tools.
Five new XTF data modules cover 100% of the US ETF market, over 1,800 ETFs, and include reference data, performance and liquidity data, fund holdings, analytics and thematic data. This proprietary data is available to customers through a searchable website at www.xtf.com, direct data feeds and customized web solutions. Further expansion of XTF data beyond the US ETF coverage is planned for 2017.
Mark Makepeace, Group Director of Information Services and CEO of FTSE Russell, said:
“XTF ETF data solutions add a further element to LSEG’s leading offering in the ETF space. The rapid rise of the global ETF market is prompting demand from institutional and retail investors, as well as their intermediaries, for access to high quality global analytic tools. XTF data and analytics offer a complementary product suite to sit alongside the Group’s global benchmarks, ETF listing venues, research and post trade services to help meet this growing demand.”
Research suggests that the ETF market is one of the fastest growing product classes amongst institutional and retail investors, and is predicted to grow across all geographic regions, reaching approximately $5 trillion by 2020 – roughly 20 percent of global assets under management (AUM). Moreover, more than 250 new ETFs launched in 2015, creating greater choice for investors but making it more complex and difficult to monitor the market.
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For further information:
Mark Benhard, +1 212 314 1199
Lucie Halloway, +44 (0)20 7797 1222
Notes to editors:
FTSE Russell is a leading global provider creating and managing a wide range of indexes, data and analytic solutions to meet client needs across asset classes, style and strategies. Covering 98% of the investable market, FTSE Russell indexes offer a true picture of global markets, combined with the specialist knowledge gained from developing local benchmarks around the world.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. More than $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 investment funds, ETFs, structured products and index-based derivatives. FTSE Russell indexes also provide clients with tools for asset allocation, investment strategy analysis and risk management.
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 index innovation and customer partnership applying the highest industry standards and embracing the IOSCO Principles. FTSE Russell is wholly owned by the London Stock Exchange Group.
For more information, visit www.ftserussell.com.
© 2016 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 TMX Global Debt Capital Markets Inc. and FTSE TMX Global Debt Capital Markets Limited (together, “FTSE TMX”), (4) MTSNext Limited (“MTSNext”) and (5) London Stock Exchange Group Information Services (US), Inc. (“LSEGIS”). All rights reserved.
FTSE Russell® is a trading name of FTSE, Russell, FTSE TMX, and MTS Next Limited. “FTSE®”, “Russell®”, “FTSE Russell®” “MTS®”, “FTSE TMX®” and “XTF®” are trade marks 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 license, by FTSE, Russell, MTSNext, FTSE TMX or LSEGIS.
All information is provided for information purposes only. Every effort is made to ensure that all information given in this publication is accurate, but no responsibility or liability can be accepted by any member of the LSE Group nor their respective directors, officers, employees, partners or licensors for any errors or for any loss from use of this publication or any of the information or data contained herein.
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 results to be obtained from the use of the XTF data or the fitness or suitability of the XTF data for any particular purpose to which it might be put.
No member of the LSE Group nor their respective directors, officers, employees, partners or licensors provide investment advice and nothing in this communication should be taken as constituting financial or investment advice. No member of the LSE Group nor their respective directors, officers, employees, partners or licensors make any representation regarding the advisability of investing in any asset. A decision to invest in any such asset should not be made in reliance on any information herein. Indexes cannot be invested in directly. Inclusion of an asset in an index is not a recommendation to buy, sell or hold that asset. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
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 index data and the use of their data to create financial products require a license from FTSE, Russell, FTSE TMX, MTSNext, LSEGIS and/or their respective licensors.