More than $3T of investment product assets passively track FTSE Russell indexes. Institutional investors around the world select these investment products to build portfolios that meet their clients’ specific investment objectives. Analytics tools designed for retirement plan sponsors support proportional allocation to asset classes and potentially improve risk-adjusted returns, along with simple portfolio-level performance reporting and customizable capabilities like ESG ratings.

*Data as of December 31, 2019 as reported on April 1, 2020 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected by FTSE Russell. AUM data includes blended benchmarks and excludes futures and options. AUM data will not include active and passive assets not reported to a 3rd party source or FTSE Russell. Passive assets directly collected by FTSE Russell have been removed from third party sources to prevent double counting. No assurances are given by FTSE Russell as to the accuracy of the data.