Infrastructure is an asset class often seen by market participants as a diversification tool that can be used as a hedge to long-term liabilities by offering exposure to potentially stable, inflation-linked, low-beta returns.
Combining listed-equity and public-debt infrastructure securities enable market participants to improve their opportunity set across the capital structure, and potentially offers improved risk-adjusted returns and diversification benefits to a single-asset class approach.
The FTSE Infrastructure Index Series is designed to measure the performance of infrastructure and infrastructure-related listed equity securities worldwide. The series offers a variety of indexes including those that only cover companies involved in the FTSE Russell-defined “core” infrastructure activities as well as those that include companies involved in both core infrastructure and infrastructure-related activities. Versions with index weight caps placed at both the constituent-level and sector-level to ensure exposure remains diverse are available as well.
The FTSE Fixed Income Core Infrastructure Index Series is comprised of broad market multi-currency indexes designed to reflect the performance of infrastructure debt securities issued by corporate and quasi-government issuers worldwide. The indexes track investment-grade and high-yield markets across several major currencies, diversified across the three FTSE Russell-defined “core” infrastructure sectors.
Index rules should be read in conjunction with supportingFTSE Russell noticesThese notices advise of advance changes in index methodology, which may not be reflected in index rules until the change effective date. The notices may also communicate revisions in index treatment in the period up to a rule change.