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Research & Insights

Investing in the global green economy: Busting common myths

Until now the transition to a sustainable and “green” economy has been a loose concept rather than a defined, investable, industrial system. This lack of definition and data has led to the impression that it is of limited size; small cap dominated; lacking diversification and that investors give up performance in exchange for environmental benefits. However, analysis by FTSE Russell dispels these stereotypes.

Meeting the demand for listed infrastructure indexes in developed markets

Infrastructure is an asset class often seen by investors as a diversification tool that can provide a hedge to long-term liabilities by offering exposure to potentially stable returns and steady income. Developed markets listed infrastructure indexes enable investors to measure the performance of an increasingly important segment of global equity markets. In our latest core infrastructure paper, we explore the wide range of infrastructure assets, examine how the FTSE Developed Core Infrastructure Index works, and look at how the potential for higher dividend yields is generating interest in infrastructure from a wide variety of investors.

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Factor Indexes and Factor Exposure Matching: Like-for-Like Comparisons

Our latest factor research paper introduces empirical evidence of what academics have been telling us for many years – that factor exposures matter. Factor exposures are important drivers of portfolio performance and in many practical cases, the dominant drivers.

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Understanding China's Economic and Market Developments: Managing China's Transition Into Global Benchmarks

As a result of recent enhancements, China A Shares (available through the "Northbound" Stock Connect route) will be assigned as Secondary Emerging and will join the FTSE Russell’s global equity benchmarks in June 2019. Read this paper for deeper insight into China's economic metamorphosis over the past 40 years as well as recent developments surrounding China’s domestic equity and bond markets, and to learn more about FTSE Russell’s approach to measuring China’s progress through our leading China markets indexes.

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FTSE Actuaries UK Gilts Index Series

Read our Index Insight for more information about 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.

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FTSE Russell China Bond Research Report - July 2018

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

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Five-year trends and outlook for smart beta

In this paper, we will drill down into some of the more interesting aspects of the survey results over the past five years and add to it complementary market data. We will also provide our perspective on the outlook for the future.

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Making a better benchmark: A practical guide to effective market representation

Three principles are outlined as essential to an index’s ability to effectively represent a market or market segment. Indexes that ignore these principles can undermine an index-tracking portfolio’s intended market exposure and risk/return profile.

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Indexing the world

As the global investment landscape continues to evolve, so does FTSE GEIS. Recently enhanced to include coverage of micro cap companies from both Developed and Emerging markets, FTSE GEIS provides investors with accurate, comprehensive coverage of global equities using an approach to index construction that is objective, transparent and reliable.

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2018 STEP Change Report: FTSE Russell Stewardship, Transition and Engagement Program for Change

FTSE Russell announced the launch of its Stewardship, Transition and Engagement Program for Change (“STEP Change”) on May 30th 2018 with the first STEP Change report. In our STEP Change report, we provide an in-depth look at FTSE Russell’s approach to stewardship and illustrate how we conduct dialogue with companies. It includes what we have learnt from FTSE4Good and, how with leadership, we can lift market standards, including building ESG into core benchmarks.

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